Tax Tidbits

Roth IRA reporting for Non-profits
By Jason Green, CPA Non-profits must ensure they remain compliant with federal regulations governing retirement plans, including the Roth contribution provisions under Secure 2.0. Non-profit executives

Tax Considerations for Social Security Recipients
By Jason Green, CPA As a Social Security recipient, it’s crucial to understand how your benefits may be taxed to better manage your finances and

6 Fast-Track Steps to Catch Up on Back Taxes and Avoid Costly Penalties!
By Jason Green, CPA If you’ve fallen behind on your taxes, you’re not alone. Many individuals and businesses find themselves in this situation. The key

Protect Your Wallet: IRS Reveals the Top Tax Scams of 2024!
By Jason Green, CPA The IRS recently issued a warning about a surge in tax scams targeting taxpayers. These scams often involve fraudulent claims and

Double Your Innovation, Half the Cost: How Small Businesses Can Maximize the R&D Tax Credit
By Jason Green, CPA As a small business owner, it’s crucial to leverage every opportunity to drive innovation while managing costs effectively. One such opportunity

Navigating Trust Accounting Compliance: A Crucial Pillar for Legal Professionals
Navigating Trust Accounting Compliance: A Crucial Pillar for Legal Professionals By Jason Green, CPA In the realm of legal practice, trust accounting compliance stands as