Make a Payment
Send Us a File

Publications

Our Publications keep you in-the-know with the most current information on tax law, estate planning, security, IRS notices, reporting, and more. Sharing our knowledge with you is just one of the many ways we build high-value, lasting relationships.
Publications Index

This information presented is for illustrative and informational purposes only. Articles are copyright of the respective publication and not for distribution. FB+D by Cerity Partners is not responsible for and does not endorse content on third party sites.

A blue textured background with diagonal lines, featuring the white text

Passthrough Entity (PTE) Tax Payment Reminder

READ MORE
A blue textured background with diagonal lines, featuring the white text

BOI Reporting Now Limited to Foreign Entities

READ MORE
A blue textured background with diagonal lines, featuring the white text

Reinstatement of Mandatory BOI Reporting

READ MORE
A blue textured background with diagonal lines, featuring the white text

New Individual Income Tax Return – Engagement Letter, Tax Organizer and Document Request Procedure

READ MORE
Photo of a government building made of stone with columns

January 7th, 2025 Los Angeles Wildfires – Gain Deferral Election on Disaster Events Under IRC § 1033

READ MORE
Two firefighters in protective gear kneel while aiming a hose at a large, intense fire. The scene is dramatic, with bright flames and smoke in the background—an all-too-familiar sight during a Los Angeles County disaster. The firefighters work diligently facing the blaze.

Federal And California Tax Filing And Payment Extensions Due To Los Angeles County Disaster Declaration

READ MORE
A hand reaches towards a digital interface showcasing tax-related icons: a dollar sign, globe, calculator, and document. At the center, the word

New Form 1099-K Reporting Requirements

READ MORE
A blue textured background with diagonal lines, featuring the white text

Update Regarding The Filing Of Beneficial Ownership Information Reports (“BOIR”)

READ MORE

Cerity Partners Welcomes Fishman Block + Diamond, LLP

READ MORE
A person in a suit touches a virtual screen with hexagonal icons, highlighting the word

Court Halts Reporting Obligations Under the Corporate Transparency Act

READ MORE
A person in a suit touches a virtual screen with hexagonal icons, highlighting the word

New Reporting Requirements Under the Corporate Transparency Act

READ MORE
A person in a field holds up a U.S. flag. Text on a red overlay reads

2024-2025 Tax Planning Guide

  • Nov 12, 2024
    • |
READ MORE
A digital illustration featuring a glowing shield with a keyhole in the center, symbolizing cybersecurity. The background is dark with network patterns, small locks, and abstract circuit designs scattered throughout.

Statement of Commitment to Security November 2024

READ MORE
Photo of the US Capital building with trees and a blue sky

Newly Enacted CA Legislation: NOL Suspension, Business Credits Cap, and More

READ MORE
Solar panels are installed in an urban green space with tall, modern skyscrapers and a pink-orange sky at sunset in the background. The scene captures the integration of renewable energy within a city environment.

Expansion of Section 179d for Energy Efficient Commercial Buildings

READ MORE
A person types on a laptop surrounded by floating tax-related icons, such as a calendar and document, illustrating financial organization and online tax management. Proposed regulations for §267 and §707 could influence transactions with partnerships in this digital landscape.

Summary of Proposed Regulations for Transactions with Partnerships (§267 and §707)

READ MORE
A person in a suit touches a virtual screen with hexagonal icons, highlighting the word

New Reporting Requirements Under the Corporate Transparency Act

READ MORE
the word REMINDER in all capital letters against a background photo of the US Capital Building

2023 – 4th Quarter Estimated Tax Reminder

READ MORE
photo of tax return with post-it note on which is written

IRS Expands Electronic Filing Requirements For Tax Returns

READ MORE
Head shot of middle-aged block woman wearing a casual grey blouse with her arms crossed. She is smiling.

Departure of Lex, Our Longstanding Administrative Assistant

READ MORE
Photo of a government building made of stone with columns

2022 Filing and Payment Deadlines Extended to November 16

READ MORE
Photo of the US Capital building with trees and a blue sky

IRS to Stop Processing Employee Retention Tax Credit Claims

READ MORE
Front view of a large neoclassical building with a prominent dome, surrounded by lush greenery and trees under a clear blue sky, offering calm amidst the chaos for Californians impacted by winter storms.

Updates on Deadline Extensions for Californians Impacted by Winter Storms

READ MORE
A large, illuminated building with classical architecture and columns stands proudly at night, adorned with American flags. The street in front, reminiscent of ongoing inflation adjustments, has several cars and trees, with streetlights casting a warm glow.

2023 Inflation Adjustments for Estate and Gift Tax

READ MORE
Blue gradient background with diagonal lines and the text

2023 Paychex Tax Bulletin

READ MORE
An older person's hands gently place a small plant with green leaves into the cupped hands of a younger person, symbolizing growth and the passing of knowledge, much like the wisdom shared about managing an inherited IRA. The background is blurred with greenery.

Inherited IRA Required Minimum Distribution Relief

READ MORE
A row of empty commercial store fronts with brick and stone exteriors stands ready for transformation in a like-kind exchange. Black awnings cover the large glass windows. The parking lot is empty, with a few marked handicap spaces visible. The overcast sky looms above.

Tax Deferral Through Like-Kind Exchange

READ MORE
Red triangular flags dangle on a string against a clear blue sky, with the sun illuminating them brightly, much like red flags in a tax audit catching the eye.

10 Red Flags For IRS Audits

READ MORE
A fluctuating red line graph on a black background, depicting financial market trends or stock performance with peaks and troughs, suggests volatility and changes over time—a crucial tool for estate tax planning.

Alternate Valuation In Estate Tax Planning

READ MORE
A

Requirements For The Home Sale Gain Exclusion

READ MORE
A modern office with cubicles buzzing with activity, where strategic use of space is evident. Two individuals focus on their computers, while another chats with a colleague. A woman in a blue shirt and white skirt navigates the well-lit area, embodying both energy and efficiency.

Strategic Use Of Bonus And Section 179 Depreciation

READ MORE
A person refuels a vehicle, holding a yellow gasoline pump nozzle inserted into the tank. The image captures a close-up of the hands and nozzle, reminding drivers to consider potential tax savings through fuel tax credits.

Tax Savings With The Fuel Tax Credit

READ MORE
Two red Adirondack chairs are perfectly positioned on a sandy beach, facing the gentle waves of the ocean under a clear sky, offering an ideal spot to ponder your next Roth IRA withdrawals.

The Five-Year Rule For Roth IRA Withdrawals

READ MORE
An elderly couple sits on a wooden dock embracing, gazing at a tranquil lake during sunset. Bathed in warm sunlight, they reflect on their journey together and the peace of retirement, with trees visible in the background—a testament to their dedication to the CalSavers Program.

CalSavers Retirements Savers Program

READ MORE
A digital illustration featuring a shield symbol at the center, surrounded by interconnected lines and nodes. Reminiscent of a Microsoft Secure Score bulletin, it conveys a concept of cybersecurity with a blue color scheme that evokes technology and protection.

Microsoft Secure Score Bulletin

READ MORE
A grand white building with a large dome and columns stands proudly against a clear blue sky, surrounded by green trees and a well-kept lawn. Echoing the spirit of classic architecture, it symbolizes progress as California passes expansion in economic relief measures.

California Passes Expansion of Passthrough Entity Tax And Other Economic Relief

READ MORE
Looking up at a group of modern skyscrapers from street level, silhouetted against a clear sky with a warm, orange tint from the setting or rising sun, these glass and steel giants reflect the light. It's a dramatic urban scene emblematic of real estate market changes in 2022.

Real Estate Market Changes for 2022

READ MORE
Abstract financial data visualization showcasing advanced wealth dynamics through line graphs, bar charts, and numerical data overlaid on a blue-toned digital background, suggesting growth and analysis themes.

Advanced Wealth Transfer Planning

READ MORE
A person holding a tablet displaying a form titled

New Requirements for R&D Credits

  • Feb 17, 2022
    • |
READ MORE
An elderly couple walks hand-in-hand along a beach at sunset in 2022. They are barefoot, carrying their shoes, with rolled-up pants. As they enjoy their golden years, the ocean waves and a bright horizon serve as the perfect backdrop for reflecting on life and retirement plans.

Required Minimum Distributions (“RMD”) From Retirement Plans In 2022

READ MORE
A hand reaches towards a digital interface showcasing tax-related icons: a dollar sign, globe, calculator, and document. At the center, the word

Important Updates To The California Pass-Through Entity Tax

  • Jan 17, 2022
    • |
READ MORE
Amidst a blurred office backdrop, a person on a laptop sees floating tax icons: a tax document, dollar symbol, calculator, globe, and financial report. It's an ideal

2021 4th Quarter Estimated Tax Reminder

  • Jan 17, 2022
    • |
READ MORE
A person is typing on a laptop, surrounded by floating icons related to taxes like a calculator, a dollar sign, and documents. The scene evokes the ease of online tax preparation, specifically focusing on California Pass-Through Entity Tax essentials.

Limitations on The California Pass-Through Entity Tax

  • Dec 7, 2021
    • |
READ MORE
Collage with

2021-2022 Year-end Tax Planning Guide

  • Nov 18, 2021
    • |
READ MORE
A person in business attire holds a tablet and drops a coin into a piggy bank. Stacks of coins rise in order, with digital icons and upward graph overlays, symbolizing financial growth, savings, and benefits from cost segregation studies.

Cost Segregation Study and Tax Deductions

  • Nov 9, 2021
    • |
READ MORE
A federal income tax form and a W-2 wage statement rest on a black keyboard. Nearby, a United States Treasury check is partially visible, hinting at taxes for household employees among other tax-related financial documents.

Household Workers and Taxes

READ MORE
A woman is seated at a desk in her home office, engaged in a video conference as part of her remote work routine. The room features a sofa, lamp, and various office supplies. She holds a pen, jotting notes next to a calendar and cup.

Out-of-State Remote Workers

  • Nov 9, 2021
    • |
READ MORE
A real estate agent presents a spacious, empty apartment to a couple, highlighting its potential as a prime rental investment. The room boasts large windows, white walls, and a tiled floor. With a tablet in hand, the agent gestures upward to emphasize the high ceilings.

Rental Real Estate Business or Investment

READ MORE
Four students stroll down a wide hallway with arched ceilings, casual clothing and backpacks hinting at their academic journey. Their conversation drifts to topics like College Savings plans, underscoring the importance of planning for their educational future.

Section 529 College Savings Plan

  • Nov 9, 2021
    • |
READ MORE
Two women in business attire walk through an airport terminal with rolling suitcases, discussing tax deductions for meals. They are smiling and appear engaged in conversation as sunlight streams through large windows, casting a warm glow.

Tax Deductions for Business Meals

  • Nov 9, 2021
    • |
READ MORE
A couple walks arm in arm along a sunlit beach with their dog on a leash, savoring the golden glow of the setting sun behind mountain silhouettes. As palm trees sway gently in the background, their tranquil stroll offers precious tips for retirees seeking peaceful moments.

Tax Planning Tips for Retirees

  • Nov 9, 2021
    • |
READ MORE
A man wearing glasses and a blue shirt sits at a desk, navigating worker classification papers and tax obligations on his computer in an office setting. The room is bright with soft lighting, and shelves with books are visible in the background.

Worker Classification and Tax Obligations

READ MORE
Two individuals in business attire are seated at a desk during a professional meeting. One holds a book and points at documents, discussing possible tax proposals, while the other writes on the papers with focused intent. The scene suggests a legal consultation.

Recent Tax Proposals Impacting Individuals and Estates

READ MORE
A person is writing on a yellow notepad with a pen, on a table with scattered papers and a closed laptop. Nearby are a pair of glasses and a blue pen. The scene suggests a workspace or study area.

CalSavers Retirement Savings Program Requirements

READ MORE
The image reveals a large white building with a tall central tower, flanked by several American flags. The clear blue sky enhances the urban setting, with other structures in the backdrop. This emblematic scene subtly underscores the economic pulse of California’s Pass-Through Entity tax landscape.

California Pass-Through Entity Tax

  • Jul 28, 2021
    • |
READ MORE
A person is typing on a laptop, surrounded by floating icons related to taxes like a calculator, a dollar sign, and documents. The scene evokes the ease of online tax preparation, specifically focusing on California Pass-Through Entity Tax essentials.

7.28.21 California Pass-Through Entity Tax

  • Jul 28, 2021
    • |
READ MORE
A person is using a pen to point at a graph on a sheet of paper, likely considering proposed changes. Various documents with charts and graphs are spread across the table, hinting at an analysis or planning session, all under the backdrop of Secure Act 2.0 discussions.

Secure Act 2.0 and Proposed Changes

  • Jun 28, 2021
    • |
READ MORE
An open business report featuring charts and graphs sits on a desk, accompanied by a pen and calculator. In the background, city buildings blur through the window, perhaps reflecting on changes influenced by the Affordable Care Act.

Protective Refund Claim Update – Affordable Care Act (ACA)

READ MORE
A close-up image reveals part of an American flag, a one-dollar bill, and a check with the text

PPP Loan Application Deadline Extension

READ MORE
A hundred-dollar bill with Benjamin Franklin wearing a face mask is in the background, while a red downward-trending graph overlays words like

Updates to PPP Loan, Grant Relief and SBA Programs – The American Rescue Plan Act 2021

READ MORE
A yellow sticky note with

IRS and California Postpone 2020 Filing and Payment Deadline to May 17, 2021

READ MORE
People are meeting around a table with papers and charts, electing the best strategies for residential rental property investments. Hands are pointing and writing notes. Warm lighting suggests a collaborative atmosphere, focusing on analytical work and discussion.

New Rules for Electing Residential Rental Property Owner

READ MORE

Franchise Tax Board (FTB) Overpayments Notices

  • Jan 7, 2021
    • |
READ MORE

Update to PPP Loan and SBA EIDL Programs by the Consolidated Appropriations Act

READ MORE
A digital representation of the global financial network showcases dynamic changes through graphs and data points. Light blue lines and numbers overlay a dark grid, depicting a stylized world map and bar charts indicating financial statistics influenced by IRS Partnership Audit Rules.

Changes To IRS Partnership Audit Rules

  • Dec 17, 2020
    • |
READ MORE
A digital illustration featuring a shield symbol at the center, surrounded by interconnected lines and nodes. Reminiscent of a Microsoft Secure Score bulletin, it conveys a concept of cybersecurity with a blue color scheme that evokes technology and protection.

Client Memo Fraudulent EFTPS E-Mail Scams

READ MORE
Blurred silhouettes of two people, perhaps discussing estate planning strategies, stand in an office with large windows. The cityscape at dusk overlays them as the bright light from outside creates a dreamy, abstract effect.

Client Memo – Estate Beneficiary

READ MORE
A one-hundred-dollar bill hangs by a string against a dark green chalkboard background, serving as a stark reminder of tax time scams.

Tax Time Scams Awareness

READ MORE
Futuristic digital shield surrounded by glowing geometric patterns and data blocks, resembling a client memo on cybersecurity. The scene highlights red flags through neon blue and red hues, filled with technical elements on a dark background.

Client Memo – Red Flags

READ MORE

Tax Records

  • Dec 17, 2020
    • |
READ MORE
A man in a suit holding a briefcase walks towards several bear traps with dollar signs, symbolizing financial hazards. The background is a gradient blue, creating a sense of depth and contrast between opportunities and pitfalls in the image.

Kiddie Tax: New Hazard, New Opportunities

  • Dec 17, 2020
    • |
READ MORE
A collage of financial symbols: a calculator, stacked coins ascending, and a digital line graph showing upward market trends, all in blue tones. Charts and data overlays suggest fiscal year growth and analysis.

Calendar or Fiscal Tax Year?

  • Dec 17, 2020
    • |
READ MORE
At a casual outdoor gathering, people serve and receive food from a table laden with salads. A woman in a blue shirt cheerfully serves while engaging with children and adults alike, embodying the spirit of charitable giving in this warm, social setting.

Sustaining Charitable Gifts

  • Dec 17, 2020
    • |
READ MORE
A blue chart with vertical bars is on a wooden surface. A yellow sticky note reads

Do You Need to File Gift Tax Returns?

  • Dec 17, 2020
    • |
READ MORE
A digital illustration of a glowing lock inside a shield on a dark blue background symbolizes cybersecurity and fraud prevention. Smaller padlock icons are scattered around, with abstract lines and circuits suggesting a secure digital network, much like an encrypted client memo.

Client Memo – Fraud Prevention

READ MORE
Two people working at a desk covered with documents and a large calculator. One person, wearing a striped shirt, writes on a nondeductible IRA form, while the other, in a white shirt, points at the calculator. A notebook and a mug are on the desk.

Nondeductible IRA Distributions

  • Dec 17, 2020
    • |
READ MORE
Aerial view of a business meeting with four people around a table, surrounded by laptops, coffee cups, and papers filled with graphs and charts. Two are shaking hands over a buy-sell agreement, signaling a promising collaboration.

Buy-Sell Agreement

READ MORE

Employee Stock Ownership Plan

READ MORE
A person in a pinstripe suit uses a magnifying glass to closely examine an open book or document, perhaps preparing for an IRS partnership audit. They hold a pen, poised to take notes or make annotations on the pages. The scene suggests meticulous study of tax rules and regulations.

IRS New Partnership Audit Rules

  • Dec 17, 2020
    • |
READ MORE
A person using a laptop displays a form titled

Charitable IRA Rollover Eases Tax Pain of RMDs

READ MORE
A person in a hoodie sits at a desk with two computer monitors, typing on a keyboard. The scene is filled with digital blue code and binary numbers, hinting at various fraud schemes in the world of cybersecurity.

Client Memo – Common Types of Fraud Schemes

READ MORE
A person interacts with a virtual interface featuring interconnected financial icons, including graphs, target symbols, and a central icon labeled

IRS Dirty Dozen

  • Dec 17, 2020
    • |
READ MORE
In an office setting, a man in a gray shirt focuses intently as he writes on a glass board covered with colorful sticky notes. He's clearly organizing ideas or tasks for a client memo, ensuring everything aligns perfectly for the small business’s big concerns.

Client Memo – Big Concern for Small Business

READ MORE
A person holds a pen, drawing an upward-trending line on a transparent screen with various colored bar and line graphs in the background, symbolizing business property maintenance and growth through diligent data analysis.

Did You Repair Your Business Property or Improve It?

READ MORE
A desk with business analysis documents displaying various charts and graphs, alongside a pen and calculator, suggests financial or data analysis activities. Among the papers, a focus on cost segregation study highlights potential tax savings strategies for enhanced fiscal planning.

Cost Segregation Study

  • Dec 17, 2020
    • |
READ MORE
An elderly woman holds a landline phone to her ear, eyeing a credit card in her other hand, perhaps wary of potential phone scams. She sits comfortably in a cozy room, with a polka dot cushion nestled behind her.

Client Memo – IRS Warns of Phone Scams

READ MORE
A person relaxes on the sun deck of a yacht, contemplating travel expenses while sitting on a cushion and gazing at the vast, calm ocean. The sky is clear, and small islands are visible in the distance.

Meal, Travel & Entertainment Expenses: Know What’s Deductible & Properly Substantiate

  • Dec 17, 2020
    • |
READ MORE
A pen rests on top of an independent contractor agreement, dated May 24th, 20--. The document outlines terms for engaging independent contractors and includes sections on duties, payment, and terms.

Independent Contractors

READ MORE
Stacks of coins arranged in ascending order on top of financial charts with graphs and a pie chart, illustrating the impact of smart investments on financial growth. The charts, featuring blue and white colors, highlight strategies ranging from taxable to tax-advantaged options.

Taxable vs. Tax-Advantaged: Where to hold investments

READ MORE
A person is diligently working at a desk with papers, a smartphone, and eyeglasses. Overlaid financial graphs suggest analysis or trading in progress. The scene is illuminated with a blue tint, highlighting themes of asset protection and strategic estate planning.

Dynasty Trust

READ MORE
A person in a suit wearing a mask reaches through a laptop screen towards a digital interface with binary code and a fingerprint, embodying the world of cybercrime. This scene highlights the critical importance of cybersecurity in preventing identity theft and safeguarding against fraud.

Identity Theft

READ MORE
A close-up image reveals part of an American flag, a one-dollar bill, and a check with the text

Extension to PPP & EIDL Loan Programs

READ MORE
A digital collage featuring US dollar bills in the background, overlaid with stock market graphs and bar charts. The image conveys themes of financial markets, economy, and investment, highlighting the Main Street Loan program. The predominant color is blue, giving a futuristic feel.

Main Street Loan Program

READ MORE
A close-up of a document titled

CARES Act Update

READ MORE
A document titled

CARES Act- A Quick Update

READ MORE
A person is using a laptop with a screen showing a 'Data Privacy' shield and 'Confirm' button, while another reads a book, possibly a Client Memo. Seated at the wooden table, their focus on information security is evident.

Client Memo – Privacy Notice

READ MORE
A person with outstretched hands is enveloped by digital icons representing privacy: a padlock, shield, fingerprint, and email. The circuit-like lines in the background enhance the theme of cybersecurity and data protection.

Client Memo – Privacy Protection

READ MORE
Blue gradient background with diagonal lines and the text

Client Memo – Estate Planning Suggestion

READ MORE
Blue gradient background with diagonal lines and the text

Client Memo- Partnership Audit Rules Go Live

READ MORE
Blue gradient background with diagonal lines and the text

Client Memo – Tax Time Scam Awareness

READ MORE
Blue gradient background with diagonal lines and the text

Client Memo – Tax Cuts & Job Act

READ MORE
Blue gradient background with diagonal lines and the text

Client Memo – Pass Through Income Under New Tax Bill

READ MORE
Blue gradient background with diagonal lines and the text

Client Memo – New State Law for Employees

READ MORE
Blue gradient background with diagonal lines and the text

Client Memo – New Taxpayer Procedure

READ MORE
Blue gradient background with diagonal lines and the text

Client Memo – Changes to IRS Partnership Audit Rules

READ MORE
Blue gradient background with diagonal lines and the text

Client Memo – Fake Tax Bill Notices

READ MORE
Blue gradient background with diagonal lines and the text

Client Memo – Cyber Threats

READ MORE
Blue gradient background with diagonal lines and the text

Client Memo – Estate Planning

READ MORE
Blue gradient background with diagonal lines and the text

Client Memo – IRS Transcripts Available Online

READ MORE
Blue gradient background with diagonal lines and the text

Client Memo – IRS to Change Partnership Audit Rules

READ MORE
Blue gradient background with diagonal lines and the text

Client Memo – CA Competes Tax Credit

READ MORE
Blue gradient background with diagonal lines and the text

Client Memo – Protecting Americans From Tax Hikes Act of 2015

READ MORE
Blue gradient background with diagonal lines and the text

Client Memo – Tax Increase Prevention Act of 2014

READ MORE
Blue gradient background with diagonal lines and the text

Client Memo – CA FTB Web Pay Instructions

READ MORE
Blue gradient background with diagonal lines and the text

Client Memo – Encrypted Email Enhancement

READ MORE
Blue gradient background with diagonal lines and the text

Client Memo – CA Manufacturing Exemption

READ MORE
Blue gradient background with diagonal lines and the text

Client Memo – Mandatory FBAR E-File

READ MORE
Blue gradient background with diagonal lines and the text

Client Memo – Personal Information Security

READ MORE
Blue gradient background with diagonal lines and the text

Client Memo – IRS Transcripts

READ MORE
Blue gradient background with diagonal lines and the text

Client Memo – Final Regulations on Capitalization of Tangible Property

READ MORE
Blue gradient background with diagonal lines and the text

Client Memo – Medicare Coverage Notice

READ MORE
Blue gradient background with diagonal lines and the text

Client Memo – IRS Dirty Dozen

READ MORE
Blue gradient background with diagonal lines and the text

Client Memo – Tax Rate Changes

READ MORE
Blue gradient background with diagonal lines and the text

Client Memo – Year End Estate Planning

READ MORE
Blue gradient background with diagonal lines and the text

Client Memo – Changes in Federal, CA Income, Estate & Gift Tax Rates

READ MORE
Blue gradient background with diagonal lines and the text

Client Memo – Electronic Delivery Consent Required

READ MORE
Blue gradient background with diagonal lines and the text

Client Memo – Document & Internet Security

READ MORE
Blue gradient background with diagonal lines and the text

Client Memo – Reminder: 2011 Year End Tax Planning

READ MORE
Blue gradient background with diagonal lines and the text

Client Memo – New CA Worker Classification Law

READ MORE
Blue gradient background with diagonal lines and the text

Client Memo – Work Sharing Program

READ MORE
Blue gradient background with diagonal lines and the text

Client Memo – Qualified Personal Residence Trust

READ MORE
Blue gradient background with diagonal lines and the text

Client Memo – Section 179 Deduction & Bonus Depreciation

READ MORE
Blue gradient background with diagonal lines and the text

Client Memo – Tax Matter Updates

READ MORE
Blue gradient background with diagonal lines and the text

Client Memo – Tax Change References

READ MORE
Blue gradient background with diagonal lines and the text

Client Memo – Mandatory E-Pay

READ MORE
Blue gradient background with diagonal lines and the text

Client Memo – Bush-era Tax Cuts Extended

READ MORE
Blue gradient background with diagonal lines and the text

Client Memo – 2011 Payroll Tax Update

READ MORE
Blue gradient background with diagonal lines and the text

Client Memo – Year End Tax Planning 2011

READ MORE
Blue gradient background with diagonal lines and the text

Client Memo – Federal Tax Credit Coupons Discontinued

READ MORE
Blue gradient background with diagonal lines and the text

Client Memo – New Website Announcement

READ MORE
Blue gradient background with diagonal lines and the text

Client Memo – New 1099 Reporting Rules

READ MORE
Blue gradient background with diagonal lines and the text

Client Memo – IRS Employment Tax Research Program

READ MORE
Blue gradient background with diagonal lines and the text

Client Memo – CA NOLs Suspended Again

READ MORE
Blue gradient background with diagonal lines and the text

Client Memo – Small Business Jobs Bill

READ MORE
Blue gradient background with diagonal lines and the text

Client Memo – Fraudulent EFTPS Scams

READ MORE
Blue gradient background with diagonal lines and the text

Client Memo – Likely Tax Law Changes Affects Dividends & Capital Gains

READ MORE
Blue gradient background with diagonal lines and the text

Client Memo – Summary of Major Provisions of Healthcare Bill

READ MORE
Blue gradient background with diagonal lines and the text

Client Memo – Mortgage Rates

READ MORE
Logo with the word "APEX" in bold black letters and "LEGENDS" in smaller white letters beneath it. Below, an orange triangular geometric shape resembles a mountain peak. The background is light gray.
Address

16830 Ventura Blvd.
Suite 400
Encino, CA 91436

Contact

310-284-8267
818-783-7140
info@fbco.com

Hours

Monday – Friday
9 AM – 5 PM

Logo with the word "APEX" in bold black letters and "LEGENDS" in smaller white letters beneath it. Below, an orange triangular geometric shape resembles a mountain peak. The background is light gray.

© Fishman, Block + Diamond by Cerity Partners