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Important Reminder: BOI Filing Deadline is March 21st!
The rollercoaster ride is over—the BOI (Beneficial Ownership Information Report) is officially back, and the deadline clock is ticking! If you own an LLC or Corporation in the U.S., listen up: 99% of ... ...more
Announcements and Updates
March 20, 2025•3 min read
How to Make Financial Literacy a Fun and Impactful Conversation with Friends
Talking about money doesn’t have to be awkward or boring! Learn how to engage your friends in financial conversations without turning them into lectures. From leading by example to hosting money chall... ...more
Announcements and Updates
February 14, 2025•3 min read
Trump’s Tax Revolution: No Income Tax, Just Tariffs – Could It Work?
Trump’s tax plan and the Fair Tax Act could change everything—find out what’s next! ...more
Announcements and Updates
February 08, 2025•3 min read
The SALT Deduction - Reverse It or Raise It?
Discover how the state and local tax (SALT) deduction impacts small business owners, especially in high-tax states, and what proposed reforms could mean for your bottom line. As Congress debates the f... ...more
Announcements and Updates
January 15, 2025•3 min read
7 Year-End Tax Planning Tips for Individuals
As 2024 comes to a close, it's time to optimize your tax strategy. From managing deductions and capital gains to making charitable donations, here are 7 year-end tax planning tips to help you save now... ...more
Announcements and Updates
November 17, 2024•9 min read
What Trump’s New 2025 Tax Policies Mean for Small Business Owners
The 2025 tax changes bring opportunities for small business owners to save, grow, and thrive. With steady tax rates, increased standard deductions, the return of 100% bonus depreciation, and more, the... ...more
Announcements and Updates
November 17, 2024•3 min read
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100 South Bedford Road, Suite 340, Mt. Kisco, New York 10549