Legislative Engagement Reaps Benefits for KS McDonald’s Owners


In 2021, the Kansas Department of Revenue disallowed wage deductions for Federal Employee Retention Credit (ERTC) wages, causing double taxation. This policy expanded in 2023 to include wages generating federal Work Opportunity Tax Credits (WOTC). See how Carol Casale (Mize CPA’s Shareholder), Adam Mills (Kansas Restaurant and Hospitality CEO), Scott Schneider (KRHA Lobbyist), and Owner/Operator Hugh O’Reilly, who chairs the Kansas Government Relations Committee, worked together for three years to push for correction on the issue.


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The IRS’s new audit strategy: what wealthy individuals, corporations, and complex partnerships need to know


The IRS’s newly unveiled strategic operating plan is set to reshape the landscape for wealthy individuals, large corporations, and complex partnerships. By 2026, audit rates for these groups are projected to rise significantly. 


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IMPORTANT NOTICE REGARDING OPNAD DRAFTS:



Effective 6/15/2024, OPNAD Fund will transition the payment system from Chase Pay Connexion to Paymentus. The description on your bank statement will remain “OPNAD Fund”. For new stores or bank changes, please click below.

Click Here for Updated Instructions

Operators using a debit block will need to update the following with their financial institution:



Company Name: OPNAD Fund

Company ID: 0000408976


Operators that had previously accessed Pay Connexion online will need to email OPNAD at accounting@opnad.com for a password reset.

If you have any questions, please feel free to contact the OPNAD Financial Services team: Kathie Peppi, OPNAD Assistant Treasurer, k.peppi@opnad.com or Heather Cronin-Conaway, Finance Manager, h.cronin-conaway@opnad.com.

Estate planning insights from America’s wealthiest families


Some of America’s most storied dynasties have been able to preserve and enhance their wealth across generations, while others have seen their fortunes depleted amid mismanagement and oversight.

By examining the successes and missteps of some of America’s ultra-wealthy, we’ll uncover valuable lessons in wealth preservation that can be applied to your own estate planning efforts.


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SAVE THE DATE - 2025 MIZE FINANCE MEETING

MizeRG.Com

1-800-234-5573

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