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BOI Reporting

Navigating Beneficial Ownership Information (BOI) Reporting: What You Need to Know

August 21, 2024
As we approach the January 1, 2025, deadline for Beneficial Ownership Information (BOI) reporting, it’s...
D Magazine Best Financial Planner 2022

Craig Hausz Named Among D Magazine’s Best Financial Planners for 2022

August 21, 2024
Craig Hausz, CPA, CFP®, has once again been named one of D Magazine’s Best Financial...
D Magazine Best Financial Planner 2021

Recognized among D Magazine’s Best Financial Planners 2021

August 21, 2024
Craig Hausz, CPA, CFP®, has been named as one of D Magazine’s Best Financial Planners in...