Tax Planning Strategies, Corporate Transparency Act & BOIR

In this episode of “Tax Bites with Poonam” Poonam Sandhu and a fellow CPA, Rebel Smith Quillin talk about:-

-Recent tax planning strategies

-New laws of Corporate Transparency act of 2024 &

-Beneficial Ownership Information Reporting at FINCEN.gov.

You would hear us discussing advantages of Roth IRA for kids, Donor’s Advised Fund, 529 plan leftover funds to Roth IRA and holding period and last but not the least recent corporate transparency act and BOIR.

What is Tax Bites with Poonam?

Welcome to Tax Bites with Poonam. Our goal is to take the stress out of your taxes with the help of new guests each episode.