Week 3 – CTA Update Series

Week 3 – CTA Update Series

Week 3 of our CTA Update Series – Due Dates and Penalties Initial Report Due Dates for Beneficial Ownership Information (BOI) Reporting:      – Existing Entities (created/registered by 12/31/2023) – must file by 1/1/25. – New entities (created/register in...
Week 3 – CTA Update Series

Week 2 – CTA Update Series

Week 2 of our CTA Update Series – Who is exempt from BOI Reporting 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...
Week 3 – CTA Update Series

CORPORATE TRANSPARENCY ACT FACT SHEET

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...
Stephano Slack Establishes Tri-State Footprint With Merger of New Jersey-Based Morgenstern Waxman Ellershaw, LLC

Future VC Equity Contracts Anything But Simple For Taxes

Originally published in Financial Advisor Magazine. A simple agreement for future equity (SAFE) is a contract between an investor and a company that provides rights to the venture capital investor for equity down the road. Interested clients need to know that,...
Stephano Slack Establishes Tri-State Footprint With Merger of New Jersey-Based Morgenstern Waxman Ellershaw, LLC

The top two challenges for tax pros in 2023

Originally published in Accounting Today. ax preparers say the biggest challenges for their practices in the second half of 2023 come down to two words, both of which the industry expected to be a nagging concern. Again. “Our biggest challenges continue to be...
Stephano Slack Establishes Tri-State Footprint With Merger of New Jersey-Based Morgenstern Waxman Ellershaw, LLC

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...
Stephano Slack Establishes Tri-State Footprint With Merger of New Jersey-Based Morgenstern Waxman Ellershaw, LLC

A Message From Our Partners

We are reaching out to simply let you know that all of us are thinking of you during these unprecedented times. Life has we know it has been challenged and changed: the new work environment shared with fury four-legged pets and “office mates” who know you...
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