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
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 do if you suspect something … Continue reading
Treasury Declares New Beneficial Ownership Reporting Law Will Apply Only to Foreign Companies
The 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 policy. Under this new … Continue reading
Preventing a Government Shut Down, Rolling Back Regulations and Clarifying Cryptocurrency Protocols
Full-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 rest of the fiscal … Continue reading
Building Deeper Customer Connections: Leveraging Web3 for Loyalty, Community, and Engagement
Competition 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 base. As technology advances, … Continue reading
Reasons to Consider Out-of-State Municipal Bonds
Municipal 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 issued from his own … Continue reading
Valuation Ratio Calculating the EV / 2P
When 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’ enterprise value against its … Continue reading
Understanding IRS Forms 1099 for Lawsuit Settlements
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 on your settlement; copies are … Continue reading


