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| Recent updates to the U.S. retirement system have expanded the benefits of 529 college savings plans. While these plans have always offered tax-advantaged ways to save for higher education, the new rule changes make them even more versatile for broader educational and financial planning needs. Now’s the time to explore how these changes can benefit your family’s financial future! |
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READ | Tax Concerns for Self-Employed Individuals
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| Today’s workforce looks vastly different than it did two decades ago. With nearly one-third of Americans now working as independent contractors or for self-employed individuals, the gig economy offers autonomy and flexibility that many find appealing. However, with this independence comes unique tax considerations that set self-employed workers apart from traditional W-2 employees. Understanding these differences is crucial to avoiding surprises and staying tax-compliant. |
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READ | How to Protect Yourself From Tax Identity Theft
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| While tax season is a prime time for identity thieves, protecting your information is a year-round effort. Criminals only need your name and Social Security number to file fraudulent returns and claim refunds meant for you. And it’s not just individuals at risk—identity thieves are now targeting corporations, partnerships, estates, and trusts. Protect your personal and business information by staying vigilant during tax season and beyond. Prevention today saves headaches tomorrow! |
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READ | Are Your Social Security Benefits Subject to IRS Taxation?
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| While many assume that Social Security benefits are always tax-free, the truth is that that’s not always the case. The IRS uses specific guidelines to determine if your benefits are taxable based on your overall income and filing status. Understanding these rules can help you avoid potential tax surprises, stay compliant, and protect your financial health. |
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CRI Capital Advisors has rebranded as CRI M&A Advisors, reflecting the firm’s ongoing dedication to helping family-owned and closely held businesses achieve maximum value when selling their company. This evolution highlights their unwavering commitment to providing personalized guidance, strategic expertise, and exceptional results.
To learn more about the rebrand, read the full press release here. For more information and to explore the new website, visit crimaa.com. |
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