Latest From the Blog

Maximizing Your Deductions

When it comes to tax season, maximizing your deductions is key to minimizing your overall tax liability. Here are some tips to help you make the most of your deductions and potentially increase your tax refund:

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Electronic Filing Mandate Effective January 2024

The IRS has drastically changed the filing requirements for Form 1099s starting January 2024. The IRS originally required the forms to be electronically filed if filing over 250 information returns. Starting in January, the filing requirement will be 10 returns. This number would combine Forms W-2 and 1099s.

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The Big 5 Opportunities of This Down Cycle

We’re in some challenging times. Economies are shifting. Businesses are reconfiguring. And deep uncertainty dominates many peoples’ mindsets. But smart leaders get that crisis breeds opportunity. And so they train their brains to focus on nothing else. Here are 5 of the NBO’s (Nice Big Opportunities) I’ve been sharing with my clients.

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