Insights and Resources
October 2025
New Magazine
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In This Issue:
- 401k? Yes.
- What S Corporations Actually Need to Know About Reasonable Compensation
- Using POD and TOD Accounts in Your Estate Plan
- Tax breaks for tipped workers: qualifying for the new deduction
- How the Corporate Transparency Act of 2021 is Shaping U.S Businesses
- 401k? Yes.
- What S Corporations Actually Need to Know About Reasonable Compensation
- Using POD and TOD Accounts in Your Estate Plan
- Tax breaks for tipped workers: qualifying for the new deduction
- How the Corporate Transparency Act of 2021 is Shaping U.S Businesses

What S Corporations Actually Need to Know About Reasonable Compensation
If you are an S corp that takes distributions but not reasonable compensation, you could face penalties from the IRS.

Using POD and TOD Accounts in Your Estate Plan
Discover how Payable-on-Death (POD) and Transfer-on-Death (TOD) accounts streamline the inheritance process, enabling beneficiaries to bypass probate and access assets swiftly. While these tools offer speed and cost-effectiveness, they come with potential pitfalls that could disrupt your estate plan if not carefully coordinated. Explore their benefits and drawbacks to ensure seamless asset distribution among your loved ones.

Tax breaks for tipped workers: qualifying for the new deduction
Discover how the groundbreaking “no tax on tips” provision in the new One, Big, Beautiful Bill (OBBBA) could transform the take-home pay for millions of tip-reliant workers starting in 2025. Learn which occupations qualify, the specific conditions required, and how to prepare for maximized savings under this potentially game-changing deduction.

How the Corporate Transparency Act of 2021 is Shaping U.S Businesses
The Corporate Transparency Act of 2021 has introduced new Beneficial Ownership Information (BOI) reporting requirements for businesses in the U.S., aimed at enhancing financial transparency and combating illicit activities. This article provides an in-depth guide on navigating these new mandates, understanding the compliance steps, potential penalties, and who is subject to these requirements. Stay informed about these significant changes and how to ensure compliance for your business.

What S Corporations Actually Need to Know About Reasonable Compensation
If you are an S corp that takes distributions but not reasonable compensation, you could face penalties from the IRS.

Using POD and TOD Accounts in Your Estate Plan
Discover how Payable-on-Death (POD) and Transfer-on-Death (TOD) accounts streamline the inheritance process, enabling beneficiaries to bypass probate and access assets swiftly. While these tools offer speed and cost-effectiveness, they come with potential pitfalls that could disrupt your estate plan if not carefully coordinated. Explore their benefits and drawbacks to ensure seamless asset distribution among your loved ones.

Tax breaks for tipped workers: qualifying for the new deduction
Discover how the groundbreaking “no tax on tips” provision in the new One, Big, Beautiful Bill (OBBBA) could transform the take-home pay for millions of tip-reliant workers starting in 2025. Learn which occupations qualify, the specific conditions required, and how to prepare for maximized savings under this potentially game-changing deduction.

How the Corporate Transparency Act of 2021 is Shaping U.S Businesses
The Corporate Transparency Act of 2021 has introduced new Beneficial Ownership Information (BOI) reporting requirements for businesses in the U.S., aimed at enhancing financial transparency and combating illicit activities. This article provides an in-depth guide on navigating these new mandates, understanding the compliance steps, potential penalties, and who is subject to these requirements. Stay informed about these significant changes and how to ensure compliance for your business.

