I wanted to inform you about a new federal regulation that could impact you if you are a business owner. All companies, regardless of when they were formed, are now required to file beneficial ownership information with the Financial Crimes Enforcement Network (FinCen). FinCen is a bureau of the U.S. Department of the Treasury.
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Our practice focuses on individuals with complexities around tax and wealth management. We coordinate tax planning, investment management, financial planning, and estate planning. We have experience in individual tax preparation, business tax, retirement planning, stock equity plans, and international tax issues. Our clients come to us from all backgrounds and various market spaces. If you are interested in beginning a conversation, please feel free to contact us.
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Q4 Market Update
What happened in the financial markets in the fourth quarter and full year 2023?
The Inflation Reduction Act & How It Effects Alternative Minimum Tax
Key points: Perhaps one of the most controversial pieces of the Inflation Reduction Act (IRA) is the expansion of the Internal Revenue Service (IRS). There