Webinar | Taking Stock in Elections: Unveiling the Stock Market’s Political Dance

You are invited to join an exclusive live broadcast offering a look at the 2024 election season and how politics can affect the investment world.

2024-02-09T12:36:34-05:00February 8, 2024|Categories: Wealth Management, Webinar|Tags: , |

Tax Relief Bill Passes House, Faces Uncertain Fate in Senate

Tax legislation packaging the child tax credit and favorable business tax provisions moves to the Senate with momentum but an uncertain fate.

2024-02-02T11:29:46-05:00February 1, 2024|Categories: Tax: Business, Tax Alert, Tax: Individual|Tags: |

IRS Will Use AI to Help Target Partnerships and High Net Worth Individuals

The IRS announced a sweeping enforcement effort that will engage AI to focus on large partnerships and wealthy individuals.

2024-02-01T14:50:27-05:00January 30, 2024|Categories: Tax: Individual, Tax: Business|Tags: |

Whitepaper | Start the Year with a Financial Check-Up

As you look back on the previous year, January and February often spark a renewed motivation to establish financial goals for the months ahead. Use this checklist to help you plan ahead.

2024-02-09T17:04:00-05:00January 29, 2024|Categories: Wealth Management, White Paper, Whitepaper|

IRS Announces Temporary E-Filing Delay for Forms 990-T and 1120-POL

Learn about the temporary e-filing delay for Forms 990-T and 1120-POL until March 17, 2024 which impacts returns with due dates falling between January 15, 2024, and March 15, 2024.

2024-01-26T14:27:23-05:00January 26, 2024|Categories: Not-for-Profit, Tax: Exempt Organizations|Tags: , |
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