Insights
Simon Lever’s trusted advisors offer industry news, firm updates, and actionable tips to maximize your success.
New Local Sales Tax Rules for Sales Delivered to Philadelphia and Allegheny Counties
Pennsylvania vendors have a new layer to account for when it comes to sales tax. Act 21 of 2026 changes […]
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 […]
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
All businesses and nonprofits registered in Pennsylvania must now submit an annual report to the Department of State. This new […]
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