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Fallenbaum CPA & Advisors, LLC Full service CPA & Wealth Management Firm. Our goal is for our clients to experience peace of mind when working with our firm. CPA, Registered Investment Advisor

Sports betting comes with IRS strings. Know them and plan accordingly.
10/16/2026

Sports betting comes with IRS strings. Know them and plan accordingly.

As sports betting grows in popularity, the IRS is paying attention. Do you know how your winnings and losses are taxed?

Charitable contributions that lower your tax are now complex. Time to review all the opportunities once again, plus some...
10/14/2026

Charitable contributions that lower your tax are now complex. Time to review all the opportunities once again, plus some new ones.

With the turning of the seasons, it is a great time to take a look at opportunities before year end slams the door. In honor of this timing, a couple of topics are presented for you this month that can help put some planning ideas top of mind for you and your family. The first are ideas as you condu...

If you have review Trump Accounts...good. If not read these important tips.
10/09/2026

If you have review Trump Accounts...good. If not read these important tips.

If you have not looked into Trump accounts, do not put it off. Here are some tips.

Now is the time to visit your tax obligation. Here are some areas worth your attention.
10/07/2026

Now is the time to visit your tax obligation. Here are some areas worth your attention.

Fall is now upon us meaning there are only three months left to consider making smart moves to manage your tax obligation. With this in mind, why not review the tips included here to see if there is an area or two worthy of your attention. Plus consider a deeper dive into the long held idea of creat...

Here are key happenings and announcements from the IRS that you should understand.
10/02/2026

Here are key happenings and announcements from the IRS that you should understand.

Here are recent changes as announced by the IRS that will impact most of us.

If you're an independent contractor, don't forget to plan for and pay your taxes. Here are some of the basic rules you n...
09/25/2026

If you're an independent contractor, don't forget to plan for and pay your taxes. Here are some of the basic rules you need to understand.

Get this wrong and it could cost you and/or your employer. Are you a contractor or an employee?

Tax savings ideas still abound. Here are some to consider if you wish to retire early.
09/18/2026

Tax savings ideas still abound. Here are some to consider if you wish to retire early.

The federal government needs all its citizens to plan for a financially secure retirement. In an effort to assist in planning for retirement, there are a number of provisions in the tax code that benefit seniors. Are you aware of them and using them to your advantage?

BOI reporting requirements for U.S. businesses are officially off the table or are they really really permanent?
09/16/2026

BOI reporting requirements for U.S. businesses are officially off the table or are they really really permanent?

After several years of shifting deadlines and court battles, BOI reporting requirements for U.S. businesses are officially off the table. In this month’s newsletter, we look at FinCEN’s final rule and what it means for business owners going forward. It is not as simple as the recent anno...

Create a list of tax forms you expect to receive. Then check them off as you receive them to make sure none of them are ...
09/11/2026

Create a list of tax forms you expect to receive. Then check them off as you receive them to make sure none of them are missing.

Every year you receive information tax forms, including W-2s, 1098s, and 1099s. If you fail to receive a form, you are still liable for the tax it creates. Here are some tips to avoid this possible audit risk.

Growing your wealth takes more than successful investing. Learn how tax planning can help you keep more of your gains an...
09/09/2026

Growing your wealth takes more than successful investing. Learn how tax planning can help you keep more of your gains and how umbrella insurance can help protect what you've built.

If you're interested in minimizing your tax obligations and maximizing your savings, consider the helpful tips and ideas you'll find in this newsletter. Call if you would like to discuss how any of this information relates to you. If you know someone that can benefit from this newsletter, feel free....

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Sunrise, FL
33324

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