Publications Search for: All Audit Client Memo COVID-19 Estate Planning Payroll Real Estate Retirement Security TaxSummary of Proposed Regulations for Transactions with Partnerships (§267 and §707)January 18, 2024 Client Memo, TaxRead More New Reporting Requirements Under the Corporate Transparency ActJanuary 14, 2024 Client Memo, TaxRead More IRS Expands Electronic Filing Requirements For Tax ReturnsJanuary 8, 2024 Client Memo, TaxRead More Departure of Lex, Our Longstanding Administrative AssistantJanuary 4, 2024 Client MemoRead More 2022 Filing and Payment Deadlines Extended to November 16October 23, 2023 Client Memo, TaxRead More IRS to Stop Processing Employee Retention Tax Credit ClaimsSeptember 19, 2023 Client Memo, TaxRead More Updates on Deadline Extensions for Californians Impacted by Winter StormsMarch 7, 2023 Client Memo, TaxRead More 2023 Inflation Adjustments for Estate and Gift TaxFebruary 8, 2023 Client Memo, Estate Planning, TaxRead More 2023 Paychex Tax BulletinJanuary 9, 2023 Client Memo, TaxRead More Inherited IRA Required Minimum Distribution ReliefDecember 12, 2022 Client MemoRead More Statement of Commitment to Security December 2022November 21, 2022 SecurityRead More Tax Deferral Through Like-Kind ExchangeNovember 4, 2022 Client MemoRead More 123456789101112