On June 4, our team stepped away from spreadsheets and tax returns to do something a little closer to home. Shannon & Associates took part in HLB Communities Day 2026,…..
Author: Shannon and Associates
Employee Benefit Advisor Winter 2026
Get Ready for the Roth Catch-up Requirement: What Plan Sponsors Need to Know to Prepare for the 2026 Changes The Roth catch-up contribution requirements will take effect January 1, 2026…..
2025 Year-End Tax Planning for Individuals
As we close out the year, it’s important to understand how new federal tax rules and upcoming changes may affect your personal financial strategy. This overview highlights key opportunities, deductions,…..
2025 Year-End Tax Planning for Businesses
Year-end is an ideal time for business owners to review financial performance, understand the impact of new tax legislation, and ensure their business remains tax-efficient going into 2025. This summary…..
Shannon & Associates Ranks #27 Among Washington’s Largest Women-Owned Companies
We are thrilled to announce that Shannon & Associates has been named the 27th largest women-owned company in Washington State by the Puget Sound Business Journal for 2024! Our Commitment to Excellence…..
Important 2024 Year-End Tax Planning Actions for Businesses
With the year-end quickly approaching, it is time to start thinking about moves that may help lower your business’s taxes for this year and next. Based on the results of…..
Important 2024 Year-End Tax Planning Actions for Individuals
With the year-end quickly approaching, it is time to start thinking about moves that may help lower your tax bill for this year and next. Based on the results of…..
Important Update on BOI Reporting Requirements!
After numerous delays, the federal court has lifted the injunction that halted the enforcement of Beneficial Ownership Information (BOI) reporting requirements. The new deadline for reporting is now March 21, 2025. …..
You Need a CPA for M&A: Ensuring Financial Success in Complex Transactions
Why it’s key to hire a CPA for mergers and acquisitions. In mergers and acquisitions (M&A), you know it’s not just about signing on the dotted line—it’s about building the…..
Employee Spotlight – Tyler Fletcher
Tyler Fletcher, a Senior Associate at Shannon & Associates, has been an integral part of the audit team since September 2023. With a strong background in public accounting and a…..