LAT Financial Group

LAT Financial Group Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from LAT Financial Group, Tax preparation service, Orlando, FL.
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🌟 User friendly tax software
🌟 Master your tax prep skills with expert-led training
🔗latfinancialgroup.com

🌟IRS-approved CE courses
🌟Available in English, Spanish & French
🌟Unlimited exam retakes and timely IRS reporting
🔗taxiqacademy.com

H.R. 1 keeps the Form 1099-K reporting requirement: payors must report payments via card, third-party networks, etc. The...
10/21/2025

H.R. 1 keeps the Form 1099-K reporting requirement: payors must report payments via card, third-party networks, etc.

The threshold remains 200 transactions and at least $20,000.

Additionally, H.R. 1 raises the threshold for 1099-MISC and 1099-NEC reporting from $600 to $2,000 (starting 2026) for service payments.

Make sure your preparers understand when 1099-K applies and which reporting rules shift in 2026+.

Grab your tax updates here: taxiqacademy.com

Under H.R. 1, the Child Tax Credit maximum jumps from $2,000 to $2,200. & the credit is indexed for inflation. However—t...
10/20/2025

Under H.R. 1, the Child Tax Credit maximum jumps from $2,000 to $2,200.

& the credit is indexed for inflation.

However—the refundable portion is $1700. Make sure you and your team knows the difference between the refundable portion (ACTC) and the non-refundable portion (CTC).

Grab your courses here: taxiqacademy.com

H.R. 1 creates “Trump Accounts”, a tax-advantaged savings vehicle for children👶🧒. Key points:✅You can contribute up to $...
10/18/2025

H.R. 1 creates “Trump Accounts”, a tax-advantaged savings vehicle for children👶🧒.

Key points:
✅You can contribute up to $5,000 per child per year.
✅Employers can also contribute, up to $2,500 toward employees’ children’s accounts.
✅Government gives $1,000 seed for children born between Jan 1, 2025 and Dec 31, 2028.
✅Earnings inside the account grow tax-deferred.
✅Contributions are not deductible.

This is a long-term play—use it in client planning with kids.

Learn the specifics with our Updates course at taxiqacademy.com

H.R. 1 introduces a deduction for qualified overtime pay (the extra half-time portion, etc.), up to $12,500 (or $25,000 ...
10/17/2025

H.R. 1 introduces a deduction for qualified overtime pay (the extra half-time portion, etc.), up to $12,500 (or $25,000 married filing jointly).

It phases out for higher-income taxpayers: MAGI above $150,000 (single) and $300,000 (joint).

Employers must report the overtime separately (on W-2, 1099, etc.).

This is effective 2025 through 2028 under current law.

Get your updates at taxiqacademy.com

💡 Big win for tipped workers under H.R. 1: beginning in 2025, there’s an above the line deduction for “qualified tips” (...
10/16/2025

💡 Big win for tipped workers under H.R. 1: beginning in 2025, there’s an above the line deduction for “qualified tips” (up to $25,000) for occupations that customarily receive tips.

⚠️ This doesn’t eliminate requirement to report the tips, and Social Security / Medicare taxes still apply.

🧮 The deduction phases out: for singles, MAGI above $150,000; for joint, above $300,000.

Train your preparers on which occupations qualify, how to claim the deduction, and how to handle phase-outs.

Grab our updates course as we break these changes down entirely: taxiqacademy.com

Another 🚨 H.R.1 update:Personal exemptions are gone permanently.❌In their place a temporary $6,000 Senior Deduction begi...
10/15/2025

Another 🚨 H.R.1 update:

Personal exemptions are gone permanently.❌

In their place a temporary $6,000 Senior Deduction beginning in 2025🎉

This is a major shift for older taxpayers.

📘 Get fully updated with IRS-approved CE: taxiqacademy.com

H.R.1 expanded the QBI deduction:Phase-out limits rise to $75,000 (single) and $150,000 (MFJ). Was? $50k/$100k!This give...
10/14/2025

H.R.1 expanded the QBI deduction:

Phase-out limits rise to $75,000 (single) and $150,000 (MFJ). Was? $50k/$100k!

This gives more taxpayers access to one of the most valuable small business deductions.

📚 Learn the details inside our IRS-approved courses: taxiqacademy.com

👏 Big tax update for adoption cases:Beginning tax year 2025, up to $5,000 of the Adoption Credit is refundable🎉🎉.Startin...
10/13/2025

👏 Big tax update for adoption cases:

Beginning tax year 2025, up to $5,000 of the Adoption Credit is refundable🎉🎉.

Starting 2026, that refundable portion will adjust for inflation annually.

This shift makes adoption support more financially accessible.

🔗 Learn more at taxiqacademy.com

💡 Refundable vs Nonrefundable Credits:➡️Refundable: Pays out even with no tax liability. REFUND➡️Nonrefundable: Stops on...
10/11/2025

💡 Refundable vs Nonrefundable Credits:

➡️Refundable: Pays out even with no tax liability. REFUND
➡️Nonrefundable: Stops once the tax bill hits zero. NO REFUND on overage

This knowledge helps maximize every client’s return.

📘 Get clarity inside our AFSP 18-hour Personal Income Tax bundle at taxiqacademy.com

10/10/2025

Weekend reminder: Netflix will still be there.

Your opportunity to be listed in IRS Directory ends December 31st. 👀

Finish your AFSP before the season hits → taxiqacademy.com/ea-afsp-bundles

📌 H.R.1 ensures tax brackets are here to stay.Without this law, 2026 would’ve brought back the 39.6% top rate and higher...
10/10/2025

📌 H.R.1 ensures tax brackets are here to stay.

Without this law, 2026 would’ve brought back the 39.6% top rate and higher brackets across the board.

Now? Brackets are locked, rates are stable, and long-term planning just got easier.

👉 Stay IRS-compliant with our courses: taxiqacademy.com

Clients trust pros who can help them plan for their future.The Retirement Considerations AFSP Bundle makes you the go-to...
10/10/2025

Clients trust pros who can help them plan for their future.

The Retirement Considerations AFSP Bundle makes you the go-to for IRAs, pensions & Social Security and more.

Secure their trust → taxiqacademy.com/ea-afsp-bundles

Address

Orlando, FL

Telephone

+14076343700

Website

https://taxiqacademy.com/, https://form.jotform.com/230257489037158

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