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Important Update: Federal Transition to Electronic Payments
Marketing Coordinator 9/19/25 Marketing Coordinator 9/19/25

Important Update: Federal Transition to Electronic Payments

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Compliance with Louisiana Unclaimed Property Reporting Requirements
Marketing Coordinator 9/9/25 Marketing Coordinator 9/9/25

Compliance with Louisiana Unclaimed Property Reporting Requirements

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Key Tax Provisions in the House’s One Big Beautiful Bill Act
Marketing Coordinator 6/24/25 Marketing Coordinator 6/24/25

Key Tax Provisions in the House’s One Big Beautiful Bill Act

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Important Reminder: April 1st Final Day to Begin Required Withdrawals from IRAs and 401(k)s
Marketing Coordinator 3/21/25 Marketing Coordinator 3/21/25

Important Reminder: April 1st Final Day to Begin Required Withdrawals from IRAs and 401(k)s

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CTA/BOI Update: FinCEN Pauses Enforcement of CTA/BOI Reporting Deadlines Until Further Notice
Marketing Coordinator 3/3/25 Marketing Coordinator 3/3/25

CTA/BOI Update: FinCEN Pauses Enforcement of CTA/BOI Reporting Deadlines Until Further Notice

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CTA Update: Beneficial Ownership Information Injunction Lifted; FinCEN Promises 30-Day Filing Delay
Marketing Coordinator 2/20/25 Marketing Coordinator 2/20/25

CTA Update: Beneficial Ownership Information Injunction Lifted; FinCEN Promises 30-Day Filing Delay

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2025 Key Financial Data
Marketing Coordinator 1/2/25 Marketing Coordinator 1/2/25

2025 Key Financial Data

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Introducing: Canopy
Marketing Coordinator 11/25/24 Marketing Coordinator 11/25/24

Introducing: Canopy

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IRS and LDR Provide Relief to Francine Victims in All of Louisiana: Various Deadlines Postponed to Feb. 3, 2025
Marketing Coordinator 9/16/24 Marketing Coordinator 9/16/24

IRS and LDR Provide Relief to Francine Victims in All of Louisiana: Various Deadlines Postponed to Feb. 3, 2025

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Important Tax Guidelines Involving Contributions and Distributions From Online Crowdfunding
Marketing Coordinator 9/5/24 Marketing Coordinator 9/5/24

Important Tax Guidelines Involving Contributions and Distributions From Online Crowdfunding

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Estate Planning for Millionaires
Marketing Coordinator 8/16/24 Marketing Coordinator 8/16/24

Estate Planning for Millionaires

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Louisiana Refund Donation Options
Marketing Coordinator 8/16/24 Marketing Coordinator 8/16/24

Louisiana Refund Donation Options

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6811 Jefferson Highway
Baton Rouge, LA 70806 Phone: 225-927-6811
Fax: 225-932-0000

712 N. Burnside Avenue
Gonzales, LA 70737 Phone: 225-927-6811
Fax: 225-932-0000

(By Appointment Only)

900 S. College Rd., Suite 315
Lafayette, LA 70503
Phone: 225-927-6811
Fax: 225-932-0000

(By Appointment Only)

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