--- title: Seghetti News & Updates description: Seghetti Waxler News and Updates --- [Skip to content](https://blog.seghettiwaxler.com/news-updates#main-content) [Contact us](https://www.seghettiwaxler.com/contact) ![](https://blog.seghettiwaxler.com/hs-fs/hubfs/bayshore-advisors-logo-color-horizontal-1.png?width=275&height=87&name=bayshore-advisors-logo-color-horizontal-1.png) Open main navigation Close main navigation - [Contact us](https://www.seghettiwaxler.com/contact) # Blog Lorem ipsum dolor sit amet, consectetur adipiscing elit. [![Book handoff](https://blog.seghettiwaxler.com/hubfs/shutterstock_2137469105.jpg)](https://blog.seghettiwaxler.com/news-updates/xero-instructions) [tax](https://blog.seghettiwaxler.com/news-updates/tag/tax), [Customer Service](https://blog.seghettiwaxler.com/news-updates/tag/customer-service) ## [Xero Instructions](https://blog.seghettiwaxler.com/news-updates/xero-instructions) [Thomas Castillo, CPA](https://blog.seghettiwaxler.com/news-updates/author/thomas-castillo-cpa) Jan 20, 2026 10:42:42 AM Don't forget to sign your Engagement Letter. If you haven’t already, please grant us access to your ... [Read more](https://blog.seghettiwaxler.com/news-updates/xero-instructions) [![Book handoff](https://blog.seghettiwaxler.com/hubfs/shutterstock_2137469105.jpg)](https://blog.seghettiwaxler.com/news-updates/no-gl-software) [tax](https://blog.seghettiwaxler.com/news-updates/tag/tax), [Customer Service](https://blog.seghettiwaxler.com/news-updates/tag/customer-service) ## [Clients Not Using Traditional GL Accounting Software (Quickbooks, Xero, etc.)](https://blog.seghettiwaxler.com/news-updates/no-gl-software) [Thomas Castillo, CPA](https://blog.seghettiwaxler.com/news-updates/author/thomas-castillo-cpa) Jan 20, 2026 10:41:30 AM Don't forget to sign your Engagement Letter. Upload Accounting Data Profit & Loss statement, with ex... [Read more](https://blog.seghettiwaxler.com/news-updates/no-gl-software) [![Book handoff](https://blog.seghettiwaxler.com/hubfs/shutterstock_2137469105.jpg)](https://blog.seghettiwaxler.com/news-updates/quickbooks-desktop-instructions) [tax](https://blog.seghettiwaxler.com/news-updates/tag/tax), [Customer Service](https://blog.seghettiwaxler.com/news-updates/tag/customer-service) ## [QuickBooks Desktop Instructions](https://blog.seghettiwaxler.com/news-updates/quickbooks-desktop-instructions) [Thomas Castillo, CPA](https://blog.seghettiwaxler.com/news-updates/author/thomas-castillo-cpa) Jan 20, 2026 10:33:59 AM Don't forget to sign your Engagement Letter. Upload Quickbooks Desktop Data Preferred Method Use the... [Read more](https://blog.seghettiwaxler.com/news-updates/quickbooks-desktop-instructions) [![Book handoff](https://blog.seghettiwaxler.com/hubfs/shutterstock_2137469105.jpg)](https://blog.seghettiwaxler.com/news-updates/quickbooks-online-qbo) [tax](https://blog.seghettiwaxler.com/news-updates/tag/tax), [Customer Service](https://blog.seghettiwaxler.com/news-updates/tag/customer-service) ## [QuickBooks Online (QBO) Instructions](https://blog.seghettiwaxler.com/news-updates/quickbooks-online-qbo) [Thomas Castillo, CPA](https://blog.seghettiwaxler.com/news-updates/author/thomas-castillo-cpa) Jan 20, 2026 10:17:56 AM Don't forget to sign your Engagement Letter. If you haven’t already, please grant us access to your ... [Read more](https://blog.seghettiwaxler.com/news-updates/quickbooks-online-qbo) [![Electric Vehicles Charging](https://blog.seghettiwaxler.com/hubfs/shutterstock_2464612645-1.jpg)](https://blog.seghettiwaxler.com/news-updates/2024-ev-updates) [tax](https://blog.seghettiwaxler.com/news-updates/tag/tax) ## [2024 Electric Vehicle (EV) Credit Changes](https://blog.seghettiwaxler.com/news-updates/2024-ev-updates) [Thomas Castillo, CPA](https://blog.seghettiwaxler.com/news-updates/author/thomas-castillo-cpa) Jan 15, 2025 1:27:55 PM 2024 (tax season 2025) brings about some changes for those looking to claim the Clean Vehicle Credit... [Read more](https://blog.seghettiwaxler.com/news-updates/2024-ev-updates) [![](https://blog.seghettiwaxler.com/hubfs/shutterstock_512665549.jpg)](https://blog.seghettiwaxler.com/news-updates/understanding-secure-act-2.0-key-changes-for-2025) [tax](https://blog.seghettiwaxler.com/news-updates/tag/tax) ## [Understanding SECURE Act 2.0: Key Changes for 2025](https://blog.seghettiwaxler.com/news-updates/understanding-secure-act-2.0-key-changes-for-2025) [Thomas Castillo, CPA](https://blog.seghettiwaxler.com/news-updates/author/thomas-castillo-cpa) Jan 15, 2025 1:18:35 PM The SECURE Act 2.0, enacted in late 2022, brings significant updates to retirement savings for both ... [Read more](https://blog.seghettiwaxler.com/news-updates/understanding-secure-act-2.0-key-changes-for-2025) [![FinCEN](https://blog.seghettiwaxler.com/hubfs/shutterstock_1170167155.jpg)](https://blog.seghettiwaxler.com/news-updates/beneficial-ownership-reporting-under-the-corporate-transparency-act-cta-0) [Regulatory Compliance](https://blog.seghettiwaxler.com/news-updates/tag/regulatory-compliance) ## [Beneficial Ownership Reporting Under the Corporate Transparency Act: An Update](https://blog.seghettiwaxler.com/news-updates/beneficial-ownership-reporting-under-the-corporate-transparency-act-cta-0) [Thomas Castillo, CPA](https://blog.seghettiwaxler.com/news-updates/author/thomas-castillo-cpa) Jan 13, 2025 11:52:41 AM A Summary for Clients [Read more](https://blog.seghettiwaxler.com/news-updates/beneficial-ownership-reporting-under-the-corporate-transparency-act-cta-0) [![](https://blog.seghettiwaxler.com/hubfs/shutterstock_2500005485.jpg)](https://blog.seghettiwaxler.com/news-updates/non-partisan-comparison-of-tax-proposals-donald-trump-vs.-kamala-harris) [tax](https://blog.seghettiwaxler.com/news-updates/tag/tax) ## [Non-Partisan Comparison of Tax Proposals: Donald Trump vs. Kamala Harris](https://blog.seghettiwaxler.com/news-updates/non-partisan-comparison-of-tax-proposals-donald-trump-vs.-kamala-harris) [Thomas Castillo, CPA](https://blog.seghettiwaxler.com/news-updates/author/thomas-castillo-cpa) Sep 9, 2024 11:46:44 AM Tax Proposals: Donald Trump vs. Kamala Harris This article provides an overview of the tax proposals... [Read more](https://blog.seghettiwaxler.com/news-updates/non-partisan-comparison-of-tax-proposals-donald-trump-vs.-kamala-harris) [![](https://blog.seghettiwaxler.com/hubfs/shutterstock_1733728691.jpg)](https://blog.seghettiwaxler.com/news-updates/prospective-client-faqs) [tax](https://blog.seghettiwaxler.com/news-updates/tag/tax), [Customer Service](https://blog.seghettiwaxler.com/news-updates/tag/customer-service) ## [Prospective Client FAQs](https://blog.seghettiwaxler.com/news-updates/prospective-client-faqs) [Thomas Castillo, CPA](https://blog.seghettiwaxler.com/news-updates/author/thomas-castillo-cpa) Jan 23, 2024 9:46:40 AM [Read more](https://blog.seghettiwaxler.com/news-updates/prospective-client-faqs) [![](https://blog.seghettiwaxler.com/hubfs/shutterstock_2247204503.jpg)](https://blog.seghettiwaxler.com/news-updates/rmd-requirements-under-secure-act-2.0) [tax](https://blog.seghettiwaxler.com/news-updates/tag/tax), [Regulatory Compliance](https://blog.seghettiwaxler.com/news-updates/tag/regulatory-compliance) ## [RMD Requirements Under Secure Act 2.0](https://blog.seghettiwaxler.com/news-updates/rmd-requirements-under-secure-act-2.0) [Thomas Castillo, CPA](https://blog.seghettiwaxler.com/news-updates/author/thomas-castillo-cpa) Jan 12, 2024 11:41:57 AM Required Minimum Distribution (RMD) for Retirees [Read more](https://blog.seghettiwaxler.com/news-updates/rmd-requirements-under-secure-act-2.0) First Prev [1](https://blog.seghettiwaxler.com/news-updates) [2](https://blog.seghettiwaxler.com/news-updates/page/2) [3](https://blog.seghettiwaxler.com/news-updates/page/3) [Next](https://blog.seghettiwaxler.com/news-updates/page/2) [Last](https://blog.seghettiwaxler.com/news-updates/page/3) ## Drive people to your products and services Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Learn more [![](https://blog.seghettiwaxler.com/hs-fs/hubfs/bayshore-advisors-logo-color-horizontal-1.png?width=275&height=87&name=bayshore-advisors-logo-color-horizontal-1.png)](http://www.bayshore-advisors.com) 749 37th Avenue, Santa Cruz, CA 95062 --- [![](https://blog.seghettiwaxler.com/hs-fs/hubfs/bayshore-advisors-logo-color-horizontal-1.png?width=275&height=87&name=bayshore-advisors-logo-color-horizontal-1.png)](http://www.bayshore-advisors.com)