Resources
CHECKLIST: Setting Up Your New Small Business
You’ve got the BIG IDEA, and you’re excited to hit the ground running. Here’s a check list to make sure...
Breaking News – 1/23/25 – The US Corporate Transparency Act Reinstated
On Thursday 1/23/25, the Supreme Court reinstated the Corporate Transparency Act and lifted the injunction. The case now returns to...
8 Steps to File a Limited Liability Company (LLC) in the State of Texas
Hey, Texas Entrepreneur! You’ve got the big idea. You’ve built the product. You’ve written the first draft. Now, it’s time...
Registering a Nonprofit in the United States
You already work to make the world around you better for others, but you have the notion that the best...
The Corporate Transparency Act and Its Legal Challenges: A Detailed Examination
Struggling to understand if the Corporate Transparency Act and BOI reporting apply to your business? We break down key court...
End-of-Year Bookkeeping and Accounting Tasks for US Non-Profits: A 10-Step Guide
US-Based Nonprofits – The end of the year is coming up fast! Make sure your books are tightened up and...
15 End-of-Year Bookkeeping and Accounting Tasks for USA Small Business Owners
Business Owners – The year 2024 is about come to a close, and a new year is right around the...
CPAs: You Can Help Your Clients File BOI Reports – Here’s how.
The clock is ticking! The end-of-year deadline for Beneficial Ownership Information (BOI) reporting is fast approaching, and your clients may...
Understanding FinCEN: A Complete Guide for American Business Owners
Yes, FinCEN regulations impact your business every single day. Read on to learn how to stay compliant and avoid big...
Filing a Partnership in the State of Texas
You and your team have a great idea for a new Texas-based business, and you’re ready to take it to...
US Government
On Thursday 1/23/25, the Supreme Court reinstated the Corporate Transparency Act and lifted the injunction. The case now returns to the 5th US Circuit Court of Appeals for further deliberation. So what does this mean? Nobody knows for sure whether the CTA will ultimately be proven unconstitutional. It could take months or even years to get to a final resolution. This
January 24, 2025. < 1 minute read
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Struggling to understand if the Corporate Transparency Act and BOI reporting apply to your business? We break down key court decisions, deadlines, and what you need to do to stay compliant. The Corporate Transparency Act (CTA), passed in 2020 as part of the Anti-Money Laundering Act, represents a sweeping regulatory effort to combat financial crime and improve corporate transparency in
December 27, 2024. 4 minute read
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The clock is ticking! The end-of-year deadline for Beneficial Ownership Information (BOI) reporting is fast approaching, and your clients may be counting on you for guidance. With the end-of-year deadline fast approaching, American Certified Public Accountants (CPAs) have an invaluable duty to assist their clients in filing Beneficial Ownership Information (BOI) reports. This new reporting requirement, mandated by the Corporate
November 6, 2024. 4 minute read
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Yes, FinCEN regulations impact your business every single day. Read on to learn how to stay compliant and avoid big penalties. The Role and Mission of FinCEN Mission Statement FinCEN‘s mission is to safeguard the financial system from illicit use, combat money laundering, and promote national security through the collection, analysis, and dissemination of financial intelligence and strategic use
July 16, 2024. 4 minute read
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Yes, it’s true. If you own a business or entity in the United States, you very likely will need to file a BOI Report with the US Government – and the deadline is coming up fast. In today’s complex business landscape, regulatory compliance is more critical than ever. One of the most significant requirements for US business owners is the
July 9, 2024. 4 minute read
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Heads up, CPAs – The Corporate Transparency Act and Beneficial Owner Reporting are not going anywhere. We’ve put together a quick reference guide so you can knock it out of the park with your clients. As a Certified Public Accountant (CPA), navigating the complexities of regulatory compliance, particularly when it comes to filing the newly instated Beneficial Owner Reports
March 29, 2024. 3 minute read
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On March 3rd, 2024, a U.S. District Judge in Alabama made a significant ruling declaring the Corporate Transparency Act (CTA) unconstitutional in a specific case. This judgment has ignited discussions surrounding the delicate balance of power between the branches of government, particularly regarding the authority of Congress to regulate corporate transparency. It’s important to note that this ruling applies solely
March 18, 2024. 2 minute read
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Do you operate or own an entity (LLC, Partnership, Corporations, etc) in the United States? Heads up, there are big changes coming to what’s expected of you this year. The Corporate Transparency Act (CTA) was passed in December 2020 as part of the National Defense Authorization Act for Fiscal Year 2021, and came into effect in January of 2024.
March 18, 2024. 3 minute read
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Do you own a business and you’re just now hearing about the Corporate Transparency Act and Beneficial Owner Reporting? No worries, you’re not alone. Beneficial Owner Reporting Here’s a quick list of the information that you will have to provide to the US government under the Corporate Transparency Act (CTA) in 2024. Legal name of the entity The
March 18, 2024. 2 minute read
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Entity and corporate document protection for business owners, accountants, and financial planners like you.
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Business Formation
You’ve got the BIG IDEA, and you’re excited to hit the ground running. Here’s a check list to make sure you’re ready to start up and grow. Starting a small business can be overwhelming, but with careful planning and attention to detail, you can set yourself up for success. File your Entity with the US Government Choose a Business
January 31, 2025. < 1 minute read
Read it now.
Hey, Texas Entrepreneur! You’ve got the big idea. You’ve built the product. You’ve written the first draft. Now, it’s time to make sure you and your entity are protected. To file an LLC in the state of Texas, you will need to follow these 8 general steps: Choose a Business Name Select a unique name for your LLC
January 10, 2025. 2 minute read
Read it now.
You already work to make the world around you better for others, but you have the notion that the best way to do even more good is to make it official with the US government. Here’s a quick overview of what types of Nonprofits are available to be registered, as well as the Pros and Cons of registering as a
December 31, 2024. 2 minute read
Read it now.
You and your team have a great idea for a new Texas-based business, and you’re ready to take it to market. Use this quick guide to make sure you’ve covered all your bases to form a partnership. To file a partnership in the state of Texas, you will need to follow these general steps: Choose a Business Name
July 12, 2024. 2 minute read
Read it now.
You’ve got the mission. You’ve got the heart. You’ve got the big idea for how you can help others in Texas. Here’s how you can get started. Registering a Nonprofit in the State of Texas Define Your Mission and Purpose: Clearly articulate the mission and purpose of your nonprofit organization. This statement should outline the social or charitable
June 28, 2024. 2 minute read
Read it now.
You’ve got the big idea, but do you need an LLC? Here’s a quick glance at the pros and cons of registering your entity as an LLC in the US. The specific requirements and fees for forming a Limited Liability Company (LLC) vary by state, but generally, you will need to file articles of organization with the Secretary of
June 20, 2024. 2 minute read
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So, you’ve got a great idea for a start-up? Here’s why shareholder agreements can be pivotal to your success. What is a Shareholders’ Agreement? A shareholders’ agreement, also referred to as a stockholders’ agreement, is a private legal document outlining how the company should be operated as well as the rights and responsibilities of the shareholders. Shareholder’s agreements
May 31, 2024. < 1 minute read
Read it now.
You’ve decided to form a Corporation in the US, but you’re not entirely sure which type is the best fit for you. Here’s a quick look at the types of corporations you can choose from, as well as the pros/cons of registering your business as one. Registering a new Corporation with the US government involves filing the necessary paperwork with
April 22, 2024. 2 minute read
Read it now.
You have a small business and know that you need to make it “official” – Is a partnership the right for you? Registering a new partnership with the US government involves filing the necessary paperwork with the state in which you want to form your partnership. Bear in mind that the specific requirements and fees for forming a partnership
April 10, 2024. 2 minute read
Read it now.
A Company Agreement is the key governing document for a limited liability company (LLC), providing the framework from which it operates. Starting a new business? Here’s a quick overview of why it’s so important for you and 8 things to include. Company Agreements are very similar to bylaws for corporations or partnership agreements for limited partnerships. According to the
March 27, 2024. 5 minute read
Read it now.
Small Business
You’ve got the BIG IDEA, and you’re excited to hit the ground running. Here’s a check list to make sure you’re ready to start up and grow. Starting a small business can be overwhelming, but with careful planning and attention to detail, you can set yourself up for success. File your Entity with the US Government Choose a Business
January 31, 2025. < 1 minute read
Read it now.
Hey, Texas Entrepreneur! You’ve got the big idea. You’ve built the product. You’ve written the first draft. Now, it’s time to make sure you and your entity are protected. To file an LLC in the state of Texas, you will need to follow these 8 general steps: Choose a Business Name Select a unique name for your LLC
January 10, 2025. 2 minute read
Read it now.
You already work to make the world around you better for others, but you have the notion that the best way to do even more good is to make it official with the US government. Here’s a quick overview of what types of Nonprofits are available to be registered, as well as the Pros and Cons of registering as a
December 31, 2024. 2 minute read
Read it now.
You and your team have a great idea for a new Texas-based business, and you’re ready to take it to market. Use this quick guide to make sure you’ve covered all your bases to form a partnership. To file a partnership in the state of Texas, you will need to follow these general steps: Choose a Business Name
July 12, 2024. 2 minute read
Read it now.
You’ve got the mission. You’ve got the heart. You’ve got the big idea for how you can help others in Texas. Here’s how you can get started. Registering a Nonprofit in the State of Texas Define Your Mission and Purpose: Clearly articulate the mission and purpose of your nonprofit organization. This statement should outline the social or charitable
June 28, 2024. 2 minute read
Read it now.
You’ve got the big idea, but do you need an LLC? Here’s a quick glance at the pros and cons of registering your entity as an LLC in the US. The specific requirements and fees for forming a Limited Liability Company (LLC) vary by state, but generally, you will need to file articles of organization with the Secretary of
June 20, 2024. 2 minute read
Read it now.
So, you’ve got a great idea for a start-up? Here’s why shareholder agreements can be pivotal to your success. What is a Shareholders’ Agreement? A shareholders’ agreement, also referred to as a stockholders’ agreement, is a private legal document outlining how the company should be operated as well as the rights and responsibilities of the shareholders. Shareholder’s agreements
May 31, 2024. < 1 minute read
Read it now.
You’ve decided to form a Corporation in the US, but you’re not entirely sure which type is the best fit for you. Here’s a quick look at the types of corporations you can choose from, as well as the pros/cons of registering your business as one. Registering a new Corporation with the US government involves filing the necessary paperwork with
April 22, 2024. 2 minute read
Read it now.
You have a small business and know that you need to make it “official” – Is a partnership the right for you? Registering a new partnership with the US government involves filing the necessary paperwork with the state in which you want to form your partnership. Bear in mind that the specific requirements and fees for forming a partnership
April 10, 2024. 2 minute read
Read it now.
A Company Agreement is the key governing document for a limited liability company (LLC), providing the framework from which it operates. Starting a new business? Here’s a quick overview of why it’s so important for you and 8 things to include. Company Agreements are very similar to bylaws for corporations or partnership agreements for limited partnerships. According to the
March 27, 2024. 5 minute read
Read it now.
- Beneficial OwnershipCHECKLIST: Setting Up Your New Small BusinessBreaking News – 1/23/25 – The US Corporate Transparency Act ReinstatedThe Corporate Transparency Act and Its Legal Challenges: A Detailed ExaminationCPAs: You Can Help Your Clients File BOI Reports – Here’s how.Understanding FinCEN: A Complete Guide for American Business OwnersView AllCorporate Transparency ActBreaking News – 1/23/25 – The US Corporate Transparency Act ReinstatedThe Corporate Transparency Act and Its Legal Challenges: A Detailed ExaminationCPAs: You Can Help Your Clients File BOI Reports – Here’s how.Understanding FinCEN: A Complete Guide for American Business OwnersDo I have to file a BOI Report? A Complete Guide for US Business OwnersView AllFinCENCHECKLIST: Setting Up Your New Small BusinessBreaking News – 1/23/25 – The US Corporate Transparency Act ReinstatedThe Corporate Transparency Act and Its Legal Challenges: A Detailed ExaminationCPAs: You Can Help Your Clients File BOI Reports – Here’s how.Understanding FinCEN: A Complete Guide for American Business OwnersView AllSmall BusinessCHECKLIST: Setting Up Your New Small Business8 Steps to File a Limited Liability Company (LLC) in the State of TexasEnd-of-Year Bookkeeping and Accounting Tasks for US Non-Profits: A 10-Step Guide15 End-of-Year Bookkeeping and Accounting Tasks for USA Small Business OwnersCPAs: You Can Help Your Clients File BOI Reports – Here’s how.View AllUncategorizedView AllUS GovernmentBreaking News – 1/23/25 – The US Corporate Transparency Act ReinstatedThe Corporate Transparency Act and Its Legal Challenges: A Detailed ExaminationCPAs: You Can Help Your Clients File BOI Reports – Here’s how.Understanding FinCEN: A Complete Guide for American Business OwnersDo I have to file a BOI Report? A Complete Guide for US Business OwnersView All