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Accounting and Accountability

Aug 25, 2023

In this episode:

  • Avoid heavy penalties by disclosing any accounts you hold in other countries that total over $10,000.
  • "Back door tax increase" created by new 401(k) catch-up contribution rule.
  • Revocable Trusts: explanations and best practices.

We also hear from Todd Stonesifer, President of The Moving Experience, a...

Aug 11, 2023

In this episode:

  • Continuing issues and scams with ERTC.
  • Be vigilant for cyber-fraud attacks.
  • Issues with inaccurate penalty notices.
  • The IRS announces that they've lost tax...