Business Planning Archives - Ibis Legacy Law

Beware of Tax Scams: IRS Releases 2025 Dirty Dozen List—What It Means for Estate Planning

By Eric Meleney|2025-03-19T23:20:33-04:00March 19th, 2025|

The IRS has issued its annual Dirty Dozen list of tax scams for 2025, warning taxpayers, businesses, and tax professionals about fraudulent schemes that threaten financial security and tax compliance. While these scams peak during tax season, they persist year-round. Why This Matters for Estate Planning & Trust Administration Fraud and tax scams don’t just [...]

Changes for Small Business Owners

By Rebecca Yingst Price|2025-01-21T21:40:47-05:00December 3rd, 2023|

CTA Imposes New Small Business Reporting Requirements for 2024 The Corporate Transparency Act (CTA) takes effect January 1, 2024. The CTA requires all businesses formed in the United States (and foreign businesses operating in the United State) to report information about the company's owners to the federal government, specifically the US Treasury Department's Financial [...]