We have recently learned of various companies offering to help you reclaim surrendered funds/assets held by the State – for a fee. In the following paragraphs, we will explain why the State would be holding your funds/assets and how to reclaim them yourself, free of charge.

As communicated in our August email, an executive order was signed ending virtually all paper checks to and from the federal government effective September 30, 2025.

Do you need a business valuation for your small business? You might need the business valuation for Estate and Gift business taxes, possible business sale, or a host of other reasons.

The recently enacted One Big Beautiful Bill Act (OBBBA) includes several significant tax and policy provisions that directly and indirectly impact financial institutions.

Under an executive order signed earlier this year, beginning on September 30, 2025, the federal government must stop issuing paper checks (with very few exceptions) and will no longer accept paper checks from taxpayers.

On July 4, 2025, President Donald Trump signed into law the One Big Beautiful Bill Act, a sweeping piece of legislation that reshapes the American tax code. At its core, the bill makes permanent many of the tax cuts originally enacted in the 2017 Tax Cuts and Jobs Act (TCJA). However, the bill also makes significant tax reform that affects individuals, businesses, and estates. Here we provide a summary of developments for taxpayers to consider.

If you’ve recently received a settlement or award from a lawsuit, or you’re expecting one, you may be wondering how the IRS views this money. Will you need to pay taxes on it? The short answer: It depends on the type of damages you received. Understanding the basic rules can help you avoid surprises.

Once your 2024 tax return is in the hands of the IRS, you may be tempted to clear out file cabinets and delete digital folders.

Small to midsize businesses have valid reasons for incorporating, not the least of which is putting that cool “Inc.” at the end of their names. Other reasons include separating owners’ personal assets from their business liabilities and offering stock options as an employee incentive.

Tuesday, April 15 is the deadline for filing your 2024 tax return. But another tax deadline is coming up the same day, and it’s essential for certain taxpayers. It’s the deadline for making the first quarterly estimated tax payment for 2025 if you’re required to make one.