CategoryIndividual Tax Alerts

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 One, Big, Beautiful Bill Act (OBBBA) includes, among many other things, numerous provisions that can affect an individual’s taxes. The new law makes some

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

Did you make large gifts to your children, grandchildren or others last year? If so, it’s important to determine if you’re required to file a