CTA Update Series: BOI Reporting Exceptions

CTA Update Series: BOI Reporting Exceptions

The following is a listing of entities that are not subject to CTA reporting: i. Securities reporting issuer ii. Governmental authority iii. Bank iv. Credit union v. Depository institution holding company vi. Money services business vii. Broker or dealer in securities...
CTA Update Series: BOI Reporting Exceptions

CORPORATE TRANSPARENCY ACT FACT SHEET

Who Needs To Report: -Domestic Reporting Companies – Corps, LLC or other entity created by filing with a Secretary of State. -Foreign Reporting Companies – Corps, LLC and other entities created under foreign law and registered in US. -Other Entities – LLP, LLLPs,...
4 HSA Tax and Retirement Secrets You Need To Know

4 HSA Tax and Retirement Secrets You Need To Know

A new research report from the Employee Benefit Research Institute found that most Americans: Contribute less than the maximum allowable amount to their HSA Maintain a modest balance Do not invest the money Do not take advantage of inherent tax benefits of their HSA...
The Key Tax Changes for the 2021 Tax Year

The Key Tax Changes for the 2021 Tax Year

Another pandemic year has led to significant tax law changes for the 2021 tax season. Here’s a brief rundown of the major developments. The American Rescue Plan (ARP) Act The American Rescue Plan Act, the $1.9 trillion COVID relief package signed by President...
IRS extends tax relief for Hurricane Ida victims 

IRS extends tax relief for Hurricane Ida victims 

Hurricane Ida victims can file personal and business tax returns and make tax payments, the Internal Revenue Service (IRS) announced.  Those in Pennsylvania can file for tax relief until January 3, 2022. The IRS also provides relief in parts of Louisiana, Mississippi,...
Visit Stephano Plus