🌍 **Global Finance Update – March 2025** 🌍 As we move through 2025, the global financial landscape continues to evolve. Here are some key highlights: 1. **Economic Growth**: While the United States has shown strong growth, many other advanced economies are facing challenges. 2. **Inflation**: Persistent inflation remains a concern, with central banks balancing the need to suppress inflation while boosting growth. 3. **Currency Depreciation**: Emerging market economies are experiencing currency depreciation, which could potentially disrupt their financial stability. 4. **Policy Shifts**: New policies following global elections are expected to impact inflation, borrowing costs, and trade flows. 5. **Capital Markets**: Improved macro fundamentals and anticipated central bank rate cuts are expected to enhance capital markets activity in 2025. Stay informed and stay ahead! 💹📈 #GlobalFinance #EconomicOutlook #FinancialTrends #March2025 See More

🍀 **Don’t Rely on Luck – Plan Your Financial Future!** 🍀 As we celebrate St. Patrick’s Day, remember that true financial success isn’t about luck—it’s about strategy, planning, and dedication. Here are five tips to help you achieve your financial goals: 1. **Set Clear Goals** – Define your financial objectives, whether it’s saving for retirement, buying a home, or starting a business. 2. **Budget Wisely** – Track your income and expenses to ensure you're living within your means and saving for the future. 3. **Invest Smartly** – Diversify your investments to reduce risk and maximize returns. 4. **Build an Emergency Fund** – Aim to save at least three to six months’ worth of expenses for unexpected events. 5. **Seek Professional Advice** – Consult with a financial advisor to tailor a plan that fits your unique needs and goals. 🍀💰 **Financial stability isn’t about finding a four-leaf clover. It’s about making See More

As we head into the busiest season, here's a quick reminder about upcoming tax deadlines:

📅 S Corporation and Partnership Deadline: March 17th (for calendar-year businesses)
📅 Individual Tax Deadline: April 15th
📅 C Corporation Tax Deadline: April 15th

If you’ve already arranged for us to handle your tax prep, we’re on it! ✔️ But if you haven’t sent in your documents yet, now’s the time⏳

Need assistance or have questions? We're here to help! Don't hesitate to reach out.

As we celebrate St. Patrick's Day on March 17, it’s the perfect time to talk about luck — especially when it comes to investing. Relying on "luck" in the stock market may seem tempting, but it’s highly risky and rarely successful. Swipe through to learn more.

If you're looking to make informed investment decisions, reach out to our team for guidance. We are here to help!

With persistent inflation, rising interest rates, and record-high debt, managing personal finances has become more challenging than ever. If you're feeling the pressure, you're not alone. Swipe through for a look at the current financial landscape — and what you can do to make 2025 a strong year for your personal finances.

No matter where you are financially, having a plan can help you move forward with confidence. Our team is here to help. Reach out today to start the conversation!

March is here, and the spring sunshine is calling! ☀️

Our team wants to know how you would prefer to enjoy spring’s fresh air: having a cozy picnic or going for an adventurous hike.

🧺Vote for a Cozy Picnic
🥾Vote for an Adventurous Hike

Cast your vote in the comments!

Life insurance is often associated with protecting your own loved ones, but did you know you can take out a policy on someone else? While it’s legal and sometimes financially beneficial, there are strict rules in place to prevent fraud. Swipe through to learn more.

If you're considering life insurance options and want to explore the best plan for your needs, contact our team today.

How does claiming cryptocurrency on your taxes even work? 🤔 It’s different than you may expect, so here’s a quick overview:

💰 The IRS considers cryptocurrency as a property or holding, meaning cryptocurrencies are taxed just like other holdings such as stocks.

💰 This means that if you hold crypto, you are expected to complete Form 8949 and Form 1040, reporting any gains or losses of cryptocurrencies.

💰 Form 1040 has a draft of the new form showing a dedicated field for “digital assets,” which can include NFTs.

TLDR: you’ll want to keep paperwork and records available if you acquire or sell digital assets (including NFTs) this year. If you have questions or need help with your next filing, let us know!

We often get asked if it’s better to ring up the IRS directly or start with us (spoiler: you should always start with us) 📞

With that being said, we’ve outlined the circumstances where you may want to reach out to the IRS directly ➡️

Remember, we’re just a phone call away, year-round. Reach out with any questions!