CategoryEmerging Tax and Regulations Alert

The federal government has announced a major change that will affect how numerous Americans receive their tax refunds and federal benefit payments. The U.S. Treasury

The Beneficial Ownership Information (BOI) Reporting Requirements continue to evolve as it works its way through various judicial channels. Visit Beneficial Ownership Information Reporting |

The following letter was sent via priority mail to Legacy clients who may be affected by this deadline: The Corporate Transparency Act (CTA) was enacted

For the third consecutive year, the IRS has published guidance that offers some relief to taxpayers covered by the “10-year rule” for required minimum distributions