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, Orlando, FL.
(1)

🌟 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

Alerts

Be the first to know and let us send you an email when LAT Financial Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Practice

Send a message to LAT Financial Group:

Shortcuts

Share