Lutz Selig & Zeronda Partners Jeff Klahr, Edward Selig, Paul Jankowski, Gregory Abbattisti, Jennifer Klahr, and Evan Chamberas, along with Principal, Sylvia Skoney, recently attended the AICPA ENGAGE 2025 Conference,…
When planning for retirement, one of the most critical decisions involves choosing the right type of retirement account. Among the various options available, Roth accounts and traditional IRA accounts stand…
Business owners across the United States can breathe a sigh of relief with the latest announcement from the Financial Crimes Enforcement Network (FinCEN) about BOI reporting. On March 21, 2025,…
Tax planning is a crucial aspect of financial management, yet it often remains underutilized by many taxpayers. One area that frequently causes confusion and potential financial strain is the management…
Picture this: You’re hunched over last year’s budget, crossing out line items you think you can live without. And then what happens? The same stuff makes it back on the…
In the realm of estate planning, naming beneficiaries is a critical step that ensures your assets are distributed according to your wishes after your passing. However, the process doesn’t end…
On February 18, 2025, the U.S. District Court for the Eastern District of Texas reinstated the beneficial ownership information (BOI) reporting requirements under the Corporate Transparency Act. For the majority…
Individual Retirement Accounts (IRAs) are essential tools for retirement planning, offering tax advantages that can help you grow your savings over time. Two of the most popular types of IRAs…
Parents have special tax situations and benefits. Tax breaks for parenting expenses can result in a lower tax bill and a higher refund. Here are some key things new parents…
Individuals and small businesses should consider various ways of starting off on the right foot for the 2025 tax year. W-4 Updates – If you are employed, then your employer…
