Resources

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8 Security Measures To Protect Your WordPress Website

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.

Financial reset: strategizing for a prosperous year ahead

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.

Understanding the Form 8300 e-filing requirements for cash transactions over $10,000

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.

Policy changes: Social Security Administration’s new approach to overpayments

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.

Proactive Tax Strategies for High-Earning Taxpayers

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. 

Credits and incentives available to retirement plan sponsors

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

Mitigating the Risk of Deepfake Fraud

With the rise of AI, deepfake fraud is on the rise, resulting in significant financial losses for companies. Explore the need for increased employee education and enhanced security measures. Reach out to us to learn how to protect your organization against these sophisticated cybercrimes.

Fed holds rates steady as it implies three rate cuts in 2024

The primary takeaway from the Federal Open Market Committee's policy statement and forecast is that the Fed, along with other major central banks.

Recent changes: retirement plan eligibility for long-term part-time employees

As of 2024, certain long-term part-time employees are eligible to participate in 401(k) plans. This article provides a detailed understanding of the changes to retirement plan rules brought about by the SECURE Acts.

Smart finance for startups: 6 mistakes you can’t afford to make

Launching a startup is an exciting venture, but it's easy to overlook some crucial financial aspects. This article highlights six financial mistakes that can make or break your startup's success. Learn how to avoid these common pitfalls and build a thriving business.

IRS announces new initiative aimed at high-income non-filers

IRS announces initiative aimed at high-income earners who have not filed tax returns. IRS estimates 125,000 instances of non-filing.

Building sustainable wealth: 5 key considerations for emerging high earners

Get valuable insights on how to build sustainable wealth as an emerging high-earner. This article dives deep into managing lifestyle creep, understanding income tax, and making tax-efficient investments. Learn how to leverage everyday expenses to lower your tax bill and preserve wealth.