Insights
Simon Lever’s trusted advisors offer industry news, firm updates, and actionable tips to maximize your success.
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 […]
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.