Alert Archives - Anthem Strategy & Advisory

Tax Policy Update: Navigating the Latest Discussions in Washington

As Congress deliberates on potential tax legislation, various proposals and discussions emerge—some with the potential for enactment, while others remain aspirational or purely political rhetoric. This update is designed to help you filter through the noise and focus on what truly matters for your tax planning and compliance. Key Tax Topics Under Discussion Federal Income […]

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Wage Reimbursement Opportunity for Small Businesses in Marion County: 2 months left

Alert, Article / Sarah Smith

Willamette Workforce Partnership is providing a wage reimbursement program to support small businesses in Marion County, Oregon. Eligible employers who hire first-time youth workers between June 14, 2024, and May 30, 2025, can receive $5 per hour in wage reimbursement. Businesses may qualify for reimbursement for up to four youth employees at a time, with a

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Important Update: Can’t buy QuickBooks Desktop as a New US Subscriber

Alert / Sarah Smith

Intuit announced a significant change regarding its QuickBooks Desktop products in the United States. Here’s what you need to know: Key Changes to QuickBooks Desktop Availability FAQs: What You Need to Know Who Is Affected? Can New QuickBooks Desktop Software Be Purchased Online? What Happens to Unsupported Versions? Recommended Alternatives QuickBooks Online QuickBooks Enterprise Payroll

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Am I Eligible for the Agricultural Employer Overtime Tax Credit? A Complete Guide

Alert / Sarah Smith

As agricultural employers navigate the complexities of managing payroll and meeting regulatory requirements, the introduction of the Agricultural Employer Overtime Tax Credit provides a financial cushion. This guide will explore the essential details of this tax credit, its benefits, application process, and important deadlines. What is the Agricultural Employer Overtime Tax Credit? The Agricultural Employer

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Important Info and Upcoming Due Dates 2024-2025

Alert, Featured / Sarah Smith

Identity Protection PIN Information An Identity Protection PIN (IP PIN) is a six-digit number from the IRS that provides extra protection against tax identity theft. If you, your spouse or dependent(s) have received one of these or you needed one to file your tax return last year, you can expect to receive a new one

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2024 Year-End Tax Planning Checklist

Alert / Sarah Smith

2024 has been a relatively stable year economically and from a tax perspective, allowing individuals and businesses to focus on traditional year-end tax planning strategies. Despite the political changes with Donald Trump re-entering the White House, major tax changes are not anticipated until 2025. Use this checklist to guide your year-end tax planning and optimize

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Post-Election Tax Update: What Happens Now?

Alert, Featured / Sarah Smith

With Republican Donald Trump’s recent victory in the 2024 U.S. Presidential Election, significant changes to U.S. tax policy could be on the horizon. As the 47th President of the United States, Trump’s return to the White House signals a possible continuation and expansion of tax reforms initiated during his first term, notably the Tax Cuts

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Understanding Oregon’s HB 3610: How Winery Taxes Could Soon Be Raised

Alert / Sarah Smith

Oregon’s House Bill 3610, also known as the Task Force on Alcohol Pricing and Addiction Services, is a pivotal legislative proposal that could reshape how alcohol in Oregon is taxed. As the state continues to grapple with addiction services funding, HB 3610 aims to evaluate and recommend adjustments to alcohol pricing, potentially leading to higher

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Urgent Notice: File Your Beneficial Ownership Information (BOI) Reports Before 2024 is Over!

Alert / Sarah Smith

Why does BOI Reporting Matter? This new requirement is both significant and broadly applicable to our clients with substantial penalties for non-compliance. We estimate that in our firm’s client base, there are likely between 1000-1500 BOI reporting requirements alone. While the reporting itself is not complex, the specific guideline around this new process is nuanced.

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How Do I Handle IRS Notices? A Complete Guide

Alert, Article, Featured / Sarah Smith

Receiving an IRS notice can be intimidating, but it’s important to remember that not all notices are bad news. Often, they are just requests for additional information or notifications of minor issues. Here’s a step-by-step guide on how to handle IRS notices effectively: 1. Stay Calm First and foremost, don’t panic. Not all IRS notices imply

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