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Year-End Tax Planning Steps for Individuals
Marketing Coordinator 12/4/23 Marketing Coordinator 12/4/23

Year-End Tax Planning Steps for Individuals

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Featured
Important Update: Federal Transition to Electronic Payments
Sep 19, 2025
Important Update: Federal Transition to Electronic Payments
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Compliance with Louisiana Unclaimed Property Reporting Requirements
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Compliance with Louisiana Unclaimed Property Reporting Requirements
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Key Tax Provisions in the House’s One Big Beautiful Bill Act
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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
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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
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CTA/BOI Update: FinCEN Pauses Enforcement of CTA/BOI Reporting Deadlines Until Further Notice
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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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