News Category: Small Business Services

Close-up image of the Treasury Department building
March 6, 2025

March 2nd Update: Treasury Department Announces It Will Not Enforce Non-Compliance of BOI Reporting Requirement

The Treasury Department announced on March 2, that it will not enforce any penalties or fines related to the beneficial ownership information (BOI) reporting rule under the Corporate Transparency Act, both under the current deadlines and after upcoming rule changes. … Read more…

Photo of Healthcare Niche Leader Nicole McOmber, CPA
U.S. District Court Ruling Reinstates CTA & Beneficial Ownership Information Reporting Requirement
February 21, 2025

BOI Reporting Deadline Now March 21 – U.S. District Court Ruling Reinstates CTA & Beneficial Ownership Information Reporting Requirement… Once Again

Update: The Corporate Transparency Act and its BOI reporting requirements are currently under litigation. Please refer to our most recent post for the latest developments. A February 18th FinCEN alert notified businesses that the U.S. District Court for the Eastern District of Texas reinstated the beneficial ownership information (BOI) reporting requirements under the Corporate Transparency Act (CTA).  FinCEN indicated that during the … Read more…

Photo of Healthcare Niche Leader Nicole McOmber, CPA
An Image of money with the words 2025 Retirement Plan Limits over it
January 30, 2025

2025 Retirement Plan Contribution Limits, Phase-Out Ranges, and Income Limits

The IRS has released 2025 inflation-adjusted contribution limits, phase-out ranges, and income limits for various retirement accounts. (IRS Notice 2024-80) Contribution Limits 401(k), 403(b), and most 457 plans — For 2025, the amount an individual can contribute to a 401(k), … Read more…

Photo of CPA Mark Reynolds
Image of a judges desk with gavel and book
December 30, 2024

Dec. 26th BOI Update: Court Blocks Reporting Requirement…Again

Update: The Corporate Transparency Act and its BOI reporting requirements are currently under litigation. Please refer to our most recent post for the latest developments. In another twist for small-business owners, a federal court has once again halted the Corporate Transparency Act’s (CTA) beneficial ownership information (BOI) reporting requirement. On Thursday, December 26, a Fifth Circuit Court of Appeals panel … Read more…

Photo of Healthcare Niche Leader Nicole McOmber, CPA
Image of a Circuit Court seal
December 26, 2024

Dec. 23rd Appeals Court Ruling Reinstates CTA & Beneficial Ownership Information Reporting Requirement

Update: The Corporate Transparency Act and its BOI reporting requirements are currently under litigation. Please refer to our most recent post for the latest developments. On Monday, December 23, 2024, the Fifth U.S. Circuit Court of Appeals lifted the nationwide injunction issued earlier this month against the Corporate Transparency Act (CTA). Monday’s ruling revives the immediate enforceability of the CTA, … Read more…

Photo of Healthcare Niche Leader Nicole McOmber, CPA
Image of a gavel and a judge writing an injunction
December 17, 2024

Update: BOI Reporting Enforcement Halted

Update: The Corporate Transparency Act and its BOI reporting requirements are currently under litigation. Please refer to our most recent post for the latest developments. On December 3, 2024, a Texas district court order placed a nationwide preliminary injunction on enforcement of the Corporate Transparency Act (CTA), placing the Beneficial Ownership Information (BOI) reporting requirement and its January 1, 2025 deadline on hold. The Department of Justice … Read more…

Photo of Healthcare Niche Leader Nicole McOmber, CPA
Image of a glass globe paperweight on top of financial charts
November 15, 2024

Beneficial Ownership Information (BOI) Reporting Deadline Approaching

Update: The Corporate Transparency Act and its BOI reporting requirements are currently under litigation. Please refer to our most recent post for the latest developments. As a reminder, the clock is ticking for U.S. companies to file the new Beneficial Ownership Information (BOI) Report with the federal government. This new reporting requirement for businesses took effect on January 1, 2024 … Read more…

Photo of Healthcare Niche Leader Nicole McOmber, CPA
Image with information about the 12/5 Small Business Group Webinar about Personal Property Tax Returns for Businesses
November 17, 2023

[Webinar] “A Comprehensive Overview of the Oregon Personal Property Tax Return for Businesses”

Our recent webinar featured guest presenters from the Lane County Department of Assessment & Taxation. This workshop is designed for Oregon small business owners, and will cover the tax form “Confidential Personal Property Return — Form OR-CPPR (ORS 308.290),” which … Read more…

Photo of Cathy Burns
Image with info about "Live Q&A Session: 2023 Filing Update for Forms 1099 with the Jones & Roth Small Business Advisors"
November 1, 2023

Watch the replay: Live Q&A Session – 2023 Filing Update for Forms 1099

This live Q&A session is for small businesses preparing to report payments on Forms 1099 early next year, who have already watched our Forms 1099 Video Tutorial Series, and who want to get answers to questions from our Small Business … Read more…

Jim Wyatt, Small Business Advisor, Jones & Roth
Image of a woman business owner looking at her computer
August 27, 2023

Small Business Webinar Replay: Using Reporting and Key Performance Indicators to Manage Your Business

Every business, large or small, regardless of what it does, depends for its survival on getting certain things right on a regular basis. These things we call the Critical Success Factors. These CSFs relate to the business processes and activities … Read more…

Image of Tricia Duncan, CPA
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