Executive Services

As you focus on building your career, we will identify planning opportunities that align with you and your family’s long term and retirement goals. When you are ready to exit…

2024 Year-End Reminders and Tax Filing Deadlines

…941, Employer’s QUARTERLY Federal Tax Return (or Form 944, Employer’s ANNUAL Federal Tax Return) Form 940, Employer’s Annual Federal Unemployment (FUTA) Tax Return Form VA-6, Employer’s Annual or Final Summary…

Key Tax Credits Every Business Should Know About

2025 tax filing guidance As the new tax season approaches, businesses must stay informed about the tax credits available to them. Tax credits directly reduce your tax liability, potentially leading…

Tax Implications of Your Business Structure

taxes, and distributes profits to shareholders. C Corporations are subject to both corporate-level taxation and tax on dividends to shareholders. While recent tax reforms have made this classification more attractive…

What Individuals Need to Know About H.R.1 (OBBBA)

…of those losses, and losses will be deductible only to the extent of the taxpayer’s gains from wagering transactions during the tax year. Charitable contributions and estate planning Tax benefits…

Home Energy Tax Credits for Individuals

taxpayer to retain the certification for tax recordkeeping purposes To claim the tax credit for property placed in service after December 31, 2024, the manufacturer must provide a “qualified product…


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