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  • Posted in: WICPA Connect

    Hi Dolores, Happy to help! Give me a call on my cell if you would like to discuss! ------------------------------ Jesse Roberts, CIC M3 Insurance Partner | Senior BDE M: 608.225.7256 ...

  • Posted in: WICPA Connect

    The AICPA does have on their website a number of good handouts for you to become acquainted with the new reporting requirements, starting January 1, 2024. ------------------------------ Christopher ...

  • Posted in: WICPA Connect

    The AICPA recently joined a coalition of tax organizations that wants to make taxpayers and practitioners aware of the new Beneficial Ownership Information (BOI) reporting requirement. The ...

  • Posted in: WICPA Connect

    The firm where the investment is held is required to file a Form 990-T and withhold taxes from the retirement account. ------------------------------ Laurie Anderson Vice President Stifel Nicolaus ...

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