by Fishman, Block + Diamond, LLP | Jan 20, 2022 | Client Memo, Retirement
The Coronavirus Aid, Relief, and Economic Security (“CARES”) Act and the Setting Every Community Up for Retirement Enhancement Act of 2019 (“SECURE Act”) have made several important changes to required minimum distributions...
by Fishman, Block + Diamond, LLP | Jan 17, 2022 | Tax
The Franchise Tax Board (“FTB”) has recently provided additional information and clarification on several important issues which we have summarized below on top of our last guidance dated 12/07/2021: Underpayment or overpayment of CA PTET – The full 9.3% must be paid...
by Fishman, Block + Diamond, LLP | Jan 17, 2022 | Tax
This is a reminder that your 4th quarter estimated taxes are due on or before January 18, 2022. Please note that this is a general reminder, and if it does not apply to you because you are not required to make estimated payments or if you have already made the...