Insights
Simon Lever’s trusted advisors offer industry news, firm updates, and actionable tips to maximize your success.
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 […]
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 […]
PA Department of State Mailing to Limited Partnerships
Businesses organized as limited partnerships (LPs) may have recently received a postcard from the PA Department of State (DOS) indicating […]
Are Donor-Advised Funds Fulfilling Their Purpose?
Donor-advised funds (often referred to as DAFs) have become an increasingly popular vehicle for charitable giving. The number of DAFs […]
PA Resource Enhancement and Protection Act (PA REAP)
Attention, PA farmers and business owners. Each year the state budget designates dollars through a state tax credit to encourage […]
New Annual Reporting Requirement for Pennsylvania
Starting this year, all businesses and nonprofits registered in Pennsylvania must submit an annual report to the Department of State. […]
Our Trusted Advisors
We give close, personal attention to each client through a Lead Advisor Model. Our advisors are committed to delivering customized advice and advocating for your business’s best interests.