Visa/Mastercard Settlement Update

Claim forms for the Visa/Mastercard Settlement began mailing on December 1, 2023, and continued through January 2024. It is important to remember that claim forms are distributed based on each business's Visa/Mastercard merchant account. The deadline for filing these claims is May 31, 2024, with payments not anticipated until after this date. Business owners must file a claim; failure to do so will result in forfeiture of any potential settlement funds.

While third-party filing companies are available to assist with filing your claim form, they do so in exchange for a portion of your recovery from the settlement and are not required.

Should you have questions, contact your Mize Relationship Manager or Shareholder.

Looking Back at the 2024 Mize Finance Meeting



The 2024 Mize Finance Meeting was truly an event to remember. We hosted McDonald’s owners from all over the country at the beautiful Arizona Biltmore Resort. This was our 16th annual Finance Meeting and the highest attendance we've ever hosted, topping out at 216 McDonald's owners, guests, and staff. We were also joined by approved lenders and trusted partners like Prism Financial Group to sponsor and participate in the event. 

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Update on IRS efforts to combat questionable Employee Retention Tax Credit claims



The Employee Retention Tax Credit (ERTC) was introduced back when COVID-19 temporarily closed many businesses. The credit provided cash that helped enable struggling businesses to retain employees. Even though the ERTC expired for most employers at the end of the third quarter of 2021, it could still be claimed on amended returns after that.

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