Backdoor Roth IRA: A Financial Planning Strategy

Backdoor Roth IRA: A Financial Planning Strategy

Each year, one of the most discussed financial planning topics centers around the Roth IRA, including the slightly more complex Backdoor Roth IRA.  Contributing to a Roth IRA through traditional means or through the backdoor strategy provides many potential tax...
Boosting Investor Trust with Attestation Services

Boosting Investor Trust with Attestation Services

In today’s interconnected world, investors have access to a wider range of investment opportunities than ever before. However, with this increased choice comes the challenge of assessing the risks and rewards of each investment. One way to boost investor trust...
Understanding Estimated Tax Payments

Understanding Estimated Tax Payments

Understanding Estimated Tax Payments: Who's Liable, When to Pay, and When to Consult a Tax Professional   Estimated tax payments are an essential part of the tax system for individuals and businesses in the United States. They help ensure that taxpayers meet...
AFS – First Notices Have Gone Out

AFS – First Notices Have Gone Out

The Cannabis Regulatory Agency (CRA) sent out first notices to licensees with Annual Financial Statements (AFS) due June 30, 2023. These notices detail the requirements to submit an AFS, the reporting period, the due date, and which licenses must be included in the...