LATEST NEWS
IEEPA Tariff Refunds: What Our Clients Need to Know
We've been fielding a number of calls from clients asking
How to Maximize Your Social Security in 2025: Timing, Taxes, and Strategic Decisions
Deciding when to start receiving Social Security benefits is one of the most impactful choices you'll make in
Federal Payments Are Going Fully Digital
A new Executive Order signed by President Trump on March 25, 2025 requires every federal agency to stop
Tax Court Disallows Real Estate Professional Status Due to Insufficient Hours
From a tax point of view, Real Estate investments can have significant tax advantages if you meet the
Certain States (NY, CA, IL) require written agreements for independent contractors
More and more regulations are added for employers that hire independent contractors, freelancers and other gig economy workers.
MORE NEWS
IRS asking for feedback on free filing options
Despite some expected changes like the planned shutdown of the Direct File pilot program, the IRS has currently some free options available
Filing Taxes While Undocumented: Why It Still Matters and How It Can Help Your Future
Since April 2025, there is ongoing uncertainty surrounding the agreement between ICE (Immigration and Customs Enforcement) and the IRS to share taxpayer
Avoid Tax Pitfalls and Maximize Gains: 4 Key Investment Tactics
There are many tax strategies that are overlooked levers for improving investment outcomes. Reviewing a client’s tax return isn't just a compliance



