BOA Practice Solutions Announces New Loan Promotions

From Mohamed Abdullah, Northeast Sales Division Executive How quickly October has flown by and we are on to the 4th Quarter!  As mentioned in a previous communication, we continuously look to develop and make improvements to our processes and products.  Bank of...

Foreign Account Reporting Basics

Below is a brief summary of reporting foreign accounts, gifts and inheritances. Please note that the penalties for non-compliance can be onerous. If you inherit or receive a gift from a foreign person of more than $100k: Complete a Form 3520 (About Form 3520, Annual...

Warning For MA Practice Owners On Unemployment Tax Noncompliance

An update from our firm’s payroll manager: One of our clients is being audited by the Mass Department of Unemployment Assistance. What we have been told is that an associate should be treated as a W2 employee and not a 1099 contractor unless that associate has an LLC...

IRS Announces Big Increases To Retirement Savings Limits For 2023

The IRS recently announced the cost of living adjustments applicable to the various retirement plan limitations for 2023, with most of these tax advantaged savings opportunities increasing substantially from 2022 limits. Most working professionals have access to a...