OCTOBER 2024
NEWSLETTER
Information to Help You Understand and Plan for Your Financial Future.
What's
Inside
- The Tax Cuts and Job Act May Be Ending
- Beneficial Ownership Information Reporting
- Estate Planning and Understanding the Tax Implications
- Annuities are Not Investments
- Our New Client Portal is Coming This Fall
- What We Do and How Your Benefit
- The Best Compliment
- Five Years in a Row
Sunset for the Tax Cuts and Jobs Act
MAY BE ENDING
PREPARE FOR POTENTIAL MASSIVE CHANGES
These include:
- Individual tax provisions to sunset after 2025
- Business tax provisions
- Estate and gift taxation
- Estate and gifting planning strategies
BOI: Beneficial Ownership Information
BY LAW, MOST BUSINESSESES MUST REPORT
The Corporate Transparency Act requires reporting companies to file its initial beneficial ownership information (BOI) report, identifying information about the individuals who directly or indirectly own or control a company. This is the U.S. government’s efforts to make it harder for bad actors to hide or benefit from their ill-gotten gains through shell companies or other opaque ownership structures.
Estate Planning and Understanding the Tax Implications
Estate Planning Tools that Work Best for You
An Annuity is an Insurance Contract, not An Investment
DON’T BE MISLED INTO THINKING OTHERWISE
An annuity is an insurance contract that provides you with a guaranteed rate of return regardless of stock market performance. But over the course of the maturing of the annuity, it doesn’t take into account the loss of purchasing power when you are able to access your funds. Are annuities a shell game? Learn more about what they don’t tell you in this informative video.
COMING THIS FALL!
Griffiths, Dreher & Evans, PS, CPAs
Secure & Private
COMING THIS FALL!
Features and Benefits Coming to You:
- Easy Document Sharing, Storage,& Signing
- Immediate Notifications
- Phone App Option
- Convenient Payment Process
- Fast File Upload Delivery with Your Phone
Contact our Client Services Team to sign up & learn more!
Contact Your Advisor for more information about any of our combined services and how they may assist you and your family.
Griffiths, Dreher & Evans, PS, CPAs is proud to announce that for the fifth consecutive year, they have been ranked in the Top 150 Nationally for Investment Advisory Firms who are also CPA firms, as reported by Accounting Today publication.* We thank our loyal and reliable clients for helping us achieve this special recognition.