Big Thinking. Personal Focus.

Proposed American Families and Workers Act of 2024 Legislation – Status Update

Read more about the status update on the Tax Relief for American Families and Workers Act (the Act).

Corporate Transparency Act Held Unconstitutional – Higher Courts Will Likely Have an Opinion

Read more on what this ruling means for most small business entities.

Investment Corner with Jason & Sean: Short-Term Yields Are Attractive… But are They Deceiving? 

Learn more about how to lock in yields for the next several years.

PA Tax Credit Aggregation

Learn how the Pennsylvania Supreme Court’s decision in Zilka directly impacts Pennsylvania residents who work outside of Pennsylvania and claim credits on their Pennsylvania state and local income tax returns.

House of Representatives Approves Tax Relief for American Families and Workers Act

Learn more about the Tax Relief for American Families and Workers Act, recently approved by the House of Representatives and what it will take to pass the Senate.

IRS Modifies Position on Grantor Trust Tax Reimbursement Clauses

Read more about the CCA memorandum issued on November 28, 2023.

Investment Corner with Jason & Sean: Japanese Stock Market

Learn more about Japan’s Nikkei blowing past the 34,000 mark for the first time in over 30 years.