Insights
Simon Lever’s trusted advisors offer industry news, firm updates, and actionable tips to maximize your success.
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 […]
Simon Lever Promotes Adam Wenger and Mike Stoltzfus to Partner
Simon Lever is delighted to announce the well-deserved promotions of Adam Wenger and Mike Stoltzfus to the position of Partner, […]
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