Resources

Holding companies offer benefits such as tax efficiency, liability protection, and privacy, but they also present challenges and complexity. This article provides an overview of what holding companies are, how they work, and their pros and cons.

Did you know that over half of all business fraud stems from inadequate internal controls? In this video, we'll provide you with four specific controls you can implement to help protect your business. 

The U.S. District Court for the Northern District of Alabama recently ruled that the Corporate Transparency Act exceeded Congress's legislative powers listed in the Constitution. Learn about the ruling and how this might affect the reporting requirements for your business.

Downsizing in retirement isn't just about reducing living expenses—it can also be a strategic move toward financial security. Understand how your home's appreciation impacts your taxes and discover strategies to reduce your tax burden.

Partnerships in tax year 2023 face new reporting requirements, detailed information demands and a sharp increase in the IRS' enforcement efforts.

Thousands of WordPress websites are hacked daily, causing significant disruptions and data leaks. Learn about nine essential security measures you should prioritize to protect your WordPress website from cyber threats.

Set your financial targets for the year with this comprehensive guide that uses the SMART framework. Learn about strategies for debt repayment, evaluating your emergency fund, and early tax planning. If you need more guidance, our office is ready to provide personalized advice.

Understand the IRS's new e-filing system for Form 8300, designed to simplify the reporting of cash transactions over $10,000. Learn who must file, the e-filing requirements, and how to apply for a waiver if e-filing is challenging for your business.

Outsourcing payroll, also known as managed payroll, can decrease risk, increase accuracy, protect sensitive data and improve business continuity.

The Social Security Administration's approach to overpayments is changing, bringing potential changes to your benefits. Explore these policy changes and how they may help you retain more of your monthly checks.

The IRS has issued clear warnings about its increased scrutiny of high-net-worth individuals, especially those using risky tactics to reduce tax obligations. This video provides strategies for optimizing your financial situation while staying within the bounds of the law. 

Employers with less than 100 employees who have recently adopted or are considering a retirement plan have a tax savings opportunity.