Insights
Simon Lever’s trusted advisors offer industry news, firm updates, and actionable tips to maximize your success.
What to Expect When You Work With Simon Lever
Choosing the right accounting firm is about more than the services they offer. It’s about who you’ll be calling when […]
Understanding Trump Accounts: A New Retirement Savings Option for Children
A Trump Account is a new type of traditional IRA for eligible children under age 18. A Trump Account creates […]
Postmark Changes Impact Time-Sensitive Mail
On December 24, 2025, the USPS changed how it applies postmarks. Instead of showing the day you dropped your mail […]
Payroll Updates for 2026
Employee & Employer Withholdings & Limitations for 2026 Social Security Rate for both the employee and employer stays the same […]
Understanding Form 1099: Who Needs It and Why
When it comes to tax season, many of us are familiar with the W-2 form, but what about the lesser-known […]
2025 Tax Planning Guide
As we approach 2026, the tax planning landscape continues to evolve. The passage of the One Big Beautiful Bill Act […]
Highlights from the One Big Beautiful Bill Act
The recently signed One Big Beautiful Bill, now officially the One Big Beautiful Bill Act (OBBBA), updates the tax code […]
Navigating Potential Tax Reform: What You Need to Know About the “One, Big, Beautiful Bill”
Updated on July 11, 2025 OBBB Now the OBBBA: Visit our new blog post for key highlights The One Big Beautiful Bill […]
Simon Lever Promotes Jennifer Shutter, Laura Longacre, and Taura Thompson to Partner
Simon Lever is delighted to announce the well-deserved promotions of Jennifer Shutter, Laura Longacre, and Taura Thompson to the position […]
Payroll Updates for 2025
Employee & Employer withholdings & limitations for 2025 Social Security Rate for both the employee and employer stays the same […]
Corporate Transparency Act — Beneficial Ownership Information Reporting Requirement (BOI)
Update as of March 22, 2025 BOI Reporting No Longer Required for U.S. Companies As of March 21, U.S. companies […]
Simon Lever Celebrates the Distinguished Career and Legacy of Marlin Benedict
Imagine a resume that lists just one company for nearly 50 years – does it seem like a relic from […]
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