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Accounting and Accountability

Jan 12, 2024

In this episode:

  • The rules for rolling over unused 529 Plans into a Roth IRA.
  • Tax saving strategies for purchasing electronic vehicles.
  • Do you have more than 10 1099s, W-2s or similar?  You may be required to e-file this year.
  • The new standard mileage rates for 2024.
  • Clarification of the new Beneficial Ownership Reporting rules.


We also hear from Megan Steele, owner and operator of Heartbeat Branding, Co.  She talks to us about the importance of focusing on your specific niche, showcasing your brand and focusing your energy on the things that will move you forward.