U.S. Beneficial Ownership Information Reporting Begins

March 1, 2024 | 0 views

The U.S. Treasury recently enacted a new reporting requirement aimed at quashing illicit financial transactions. The agency believes that corporate anonymity is enabling money laundering, terrorism, and drug trafficking. As part of the 2021 Corporate Transparency Act (CTA), certain companies...

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How to be Your Tax Pro’s Favorite Client this Tax Season

February 1, 2024 | 0 views

Why on earth, you may ask yourself, would I care about being a good client to my tax prep professional? I mean, you are a paying client, and aside from treating them with the same decency and respect that you...

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Understanding How Variances Vary

February 1, 2024 | 0 views

Variance analysis is found by determining the difference between what was budgeted and what actually occurred. Additionally, when variances are added together, we get a better picture of how well a company is measuring its performance against expected metrics. It's...

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Municipal Bond Outlook for 2024

February 1, 2024 | 0 views

One of the positive aspects of sustained high-interest rates is higher yields on bonds, particularly high-quality municipal bonds. It is possible that 2024 will present a different scenario as the Federal Reserve begins a schedule of monetary easing by reducing...

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Your February Financial To-Do List

February 1, 2024 | 0 views

January has come and gone. You may or may not have stuck to your resolutions, but the good news is that February is here. Now is the perfect time to hunker down and get your monetary ducks in a row....

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