Start 2025 on the right foot with proactive tax planning! At The Purple Group, we’ve outlined the Top 5 Tax Tips to help you save, simplify, and achieve your goals. From maximizing retirement contributions to making strategic charitable donations, these actionable tips will ensure your tax strategy works for you this year. Let’s make 2025 your most financially successful year yet!

We break down Beneficial Ownership Information (BOI) reporting under the Corporate Transparency Act (CTA): what these reports are, who needs to file, and the penalties for non-compliance. Plus, unique considerations for those in community property states.