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Accounting and Accountability

Dec 14, 2024

In this episode: 

  • Update to the FinCEN Beneficial Ownership Reporting deadline.
  • Catch-up contributions are available for retirement plans for limited age groups.
  • Some Employee Retention Credits are still not processed.
  • New lines will be on individual tax returns for cryptocurrency and 1099K reporting of digital...


Dec 2, 2024

In this episode:

  • Best practices for Installment Sales.
  • The current gift tax limits.
  • IRA owners that are over 70.5 years old can transfer money directly to a charity for enhanced tax and estate planning.

In addition, listen in to our tax planning segment for strategic planning tips going into 2025 for both individuals...