The U.S. Department of the Treasury has announced that starting September 30, 2025, the federal government will stop issuing paper checks for most federal benefit payments. If you are still receiving a paper check for Social Security, Veterans benefits, or any other Federal benefit, enroll in direct deposit using one of the following options:…

  In the latest segment of our series Path to Partner, we had the privilege of engaging with one of our newer partners Daniel Novak.  He is a dynamic professional whose journey to partnership reflects a commitment to continuous learning and a passion for unraveling the complexities of ever-changing tax laws.  Daniel is a dedicated…

September is National Preparedness Month.  Unfortunately with hurricane season here and the ongoing threat of wildfires in some parts of the country, it is important for us to remind our clients to prepare for natural disasters and have an emergency plan in place. All taxpayers, from individuals to organizations and businesses, should take time now…

President Biden’s team has released additional information on the Made in America Tax Plan outlining proposed tax changes including raising corporate and individual tax rates.  Other proposals include taxing capital gains for high income taxpayers at ordinary income rates, changes to basis step up on inherited property and 1031 exchanges. Additional details can be found…