by Shauna Newton | Jun 3, 2024 | Blog
With the start summer, now is the perfect time to do some “spring cleaning” to get your financial records and estate planning documents in order. These are some things you can do to get ready for the year ahead: • Check the contact information on file with each of...
by Shauna Newton | Jun 3, 2024 | Blog
The Trustees of the Old-Age and Survivors Insurance (OASI) trust fund provide an annual report on the current and projected financial status of the Social Security program. Based on prior reports, the Social Security program faces a significant financing issue....
by Shauna Newton | Feb 28, 2024 | Blog
As part of the Corporate Transparency Act which was passed by Congress in 2021, small businesses have new reporting requirements beginning January 1, 2024. The new rules promulgated by the U.S. Department of the Treasury’s Financial Crimes Enforcement Network...
by Shauna Newton | Feb 7, 2024 | Blog
As we age, our “financial capacity” or our ability to make good financial decisions naturally declines. But at what age do most adults become unable to manage their finances? Surprisingly, it might be much earlier than you think. A 2009 study by Harvard University...
by Shauna Newton | Jan 24, 2024 | Blog, Dental Support
What is a Cost Segregation Analysis? A cost segregation study allows real property owners to increase cash flow by deferring and reducing income taxes. This is possible through the identification of real estate assets that can be depreciated at an accelerated rate...
by Shauna Newton | Jan 17, 2024 | Blog
As we move into tax season, we would like you to be aware of some helpful information published by the IRS referred to as the “Dirty Dozen.” Typically updated each year, this list is comprised of the latest in scams and trending tax-related problems. We have...
