by Fishman, Block + Diamond, LLP | Mar 7, 2023 | Client Memo, Tax
The IRS and FTB have recently granted additional tax relief to eligible Californians due to the winter storms. As provided in our January announcement, federal and state tax relief measures were enacted to give Californians until May 15, 2023 to file individual and...
by Fishman, Block + Diamond, LLP | Feb 8, 2023 | Client Memo, Estate Planning, Tax
The IRS recently announced the tax year 2023 annual inflation adjustments for more than 60 tax provisions as detailed in Revenue Procedure 2022-38. Included in the list of tax changes are increases for estate and gift tax exemptions, providing additional tax planning...
by Fishman, Block + Diamond, LLP | Jan 9, 2023 | Client Memo, Tax
This tax bulletin provides you with tax information for 2023 and reminders about Forms W-4, W-5, and I-9. We have included a separate bulletin with information for your employees. Please post the employee bulletin in an area where your employees can easily see it....
by Fishman, Block + Diamond, LLP | Dec 12, 2022 | Client Memo
On October 12, 2022, the IRS released Notice 2022-53, which provides welcomed relief for taxpayers who have inherited an individual retirement account (an “IRA”) in recent years. Background Historically, beneficiaries of an inherited IRA were required to...
by Fishman, Block + Diamond, LLP | Nov 21, 2022 | Security
Fishman, Block + Diamond, LLP (“FBD”) has made a strong and proactive commitment to information security in order to protect the sensitive information of our company, and that of our clients. This document explains the specific actions that we have implemented, and we...
