by candy | Sep 6, 2024 | Podcast
Struggling to find happiness when life throws you curveballs? Discover why happiness is a choice you can make every day, no matter what challenges come your way. Join happiness expert Matt O’Neill as he shares practical tips for staying joyful, even in the...
by candy | Sep 6, 2024 | Video Blogs
Are you a trustee required to report on Beneficial Ownership under the Corporate Transparency Act? There has been some confusion with some thinking only those with at least 25% ownership must be listed when filing the BOI report. However, the BOI requirement is not...
by candy | Sep 5, 2024 | Podcast
Discover the powerful steps to build a brand that not only stands out but also makes a meaningful impact on people’s lives and the world. Ready to transform your brand into a force for good? Tune in now! #ImpactDrivenBranding #PurposefulBranding #MakeADifference...
by candy | Sep 2, 2024 | Community, Featured
Ever wonder about those hefty fees associated with homeowners associations (HOAs)? Well, with more and more of us becoming part of HOAs, it’s no surprise that financial advisors and tax pros are becoming bombarded with questions about how to handle these...
by candy | Aug 30, 2024 | Video Blogs
Do you have minor children who are owners of an entity? Did you know that if they have at least 25% equity in a corporation that they are considered a beneficial owner? Do you want to know how you can avoid submitting their information to Fincen?The Corporate...