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As Tax Season Opens, We Must Stay Alert to Rising Scam Threats

Author Archives: Service2Client

As Tax Season Opens, We Must Stay Alert to Rising Scam Threats

🖨 Print⏱ 3 min read As tax filing season begins, scammers are ramping up efforts to steal taxpayers’ personal information through increasingly sophisticated schemes. Below, we discuss the latest scam, what to look out for in general, and what to … Continue reading

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Treasury Declares New Beneficial Ownership Reporting Law Will Apply Only to Foreign Companies

🖨 Print⏱ 3 min readThe Trump Administration announced it will no longer apply the beneficial ownership information (BOI) requirements of the Corporate Transparency Act (CTA) to domestic companies. This declaration came first via social media, marking a significant shift in … Continue reading

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Preventing a Government Shut Down, Rolling Back Regulations and Clarifying Cryptocurrency Protocols

🖨 Print⏱ 3 min readFull-Year Continuing Appropriations and Extensions Act, 2025 (HR 1968) – In the nick of time before the midnight deadline that would have otherwise shut down the Federal government, Congress passed a budget bill to fund the … Continue reading

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Building Deeper Customer Connections: Leveraging Web3 for Loyalty, Community, and Engagement

🖨 Print⏱ 4 min readCompetition in business today has become fierce. Each organization is constantly looking for innovative ways to form strong relationships with its customers. Loyalty programs have been used for a long time to build a devoted customer … Continue reading

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Reasons to Consider Out-of-State Municipal Bonds

🖨 Print⏱ 4 min readMunicipal bonds (also known as munis) are issued by a state or local government. Interest income is typically paid out twice a year and is not subject to federal taxes. When an investor purchases a bond … Continue reading

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Valuation Ratio Calculating the EV / 2P

🖨 Print⏱ 3 min readWhen it comes to analyzing a company’s financials, there are many avenues we can take. One way is through multiples; calculating the EV/2P multiple is the focus of this analysis. This ratio looks at a business’ … Continue reading

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Understanding IRS Forms 1099 for Lawsuit Settlements

🖨 Print⏱ 3 min read The Basics of Tax Reporting in Legal Settlements When you collect a settlement for a lawsuit, you’ll likely also receive a Form 1099 from the IRS. This form serves as a reminder to pay taxes … Continue reading

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