The Corporate Transparency Act (CTA) that was enacted by Congress in 2021 to combat money laundering and other financial crimes by requiring disclosure of the
A federal district court in Alabama recently held the Corporate Transparency Act’s (CTA) Beneficial Ownership Information (BOI) reporting requirements to be unconstitutional and enjoined its
The qualified small business stock (QSBS) exclusion was enacted into law in 1993 with a goal of increasing investments in small business by providing a
For many years, Pennsylvania has been the only state that has not recognized irrevocable trusts as grantor trusts under Internal Revenue Code 671-679. For tax
Identity theft associated with tax returns continues to be a huge headache for taxpayers. Tax related identity theft happens when someone steals your personal information,
There has been a lot of press lately about beneficial ownership information (BOI) reporting required by the U.S. Treasury’s FinCEN unit. For many businesses, reporting
When it comes to gathering gift data, there’s no time like the present. January is a great month to start (and maybe even finish!) your
Well, it is officially 2024. Happy New Year! Since 2023 has ended, so has your 2023 tax planning, right? Not necessarily. For trusts and estates
Have your 529 plan funds been gathering dust, untouched and unused? Has your child’s educational trajectory taken an unexpected turn, and there are no longer