Smart Strategies for Year-End Tax Planning: Leveraging Legal Tax Breaks
Smart Strategies for Year-End Tax Planning: Leveraging Legal Tax Breaks by Peter Rizzo Maximizing your tax savings at the end of 2024 involves a combination of strategic planning and leveraging available tax benefits. Here’s a comprehensive guide to ensure you...
FinCEN Beneficial Ownership Reporting
FinCEN Beneficial Ownership Reporting by Peter Rizzo There have been many discussions and meetings on the need for Check Book IRA LLCs to file a Beneficial ownership report with FinCEN. We are relying on attorneys and custodians and agree with the below. This also...
It’s Form 5500-EZ Season
It’s Form 5500-EZ Season by Peter Rizzo This is a friendly reminder that the filing deadline for the 5500-EZ is July 31. What is the Form 5500-EZ? Form 5500-EZ is a two page report the IRS requires to be filed specifically for certain Solo 401k plans. Who files...