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Publications
- New Reporting Requirements Under the Corporate Transparency Act
- 2024-2025 Tax Planning Guide
- Statement of Commitment to Security November 2024
- Newly Enacted CA Legislation: NOL Suspension, Business Credits Cap, and More
- Expansion of Section 179d for Energy Efficient Commercial Buildings
- Summary of Proposed Regulations for Transactions with Partnerships (§267 and §707)
- New Reporting Requirements Under the Corporate Transparency Act
- 2023 – 4th Quarter Estimated Tax Reminder
- IRS Expands Electronic Filing Requirements For Tax Returns
- Departure of Lex, Our Longstanding Administrative Assistant
- 2022 Filing and Payment Deadlines Extended to November 16
- IRS to Stop Processing Employee Retention Tax Credit Claims
- Updates on Deadline Extensions for Californians Impacted by Winter Storms
- 2023 Inflation Adjustments for Estate and Gift Tax
- 2023 Paychex Tax Bulletin
- Inherited IRA Required Minimum Distribution Relief
- Tax Deferral Through Like-Kind Exchange
- 10 Red Flags For IRS Audits
- Alternate Valuation In Estate Tax Planning
- Requirements For The Home Sale Gain Exclusion
- Strategic Use Of Bonus And Section 179 Depreciation
- Tax Savings With The Fuel Tax Credit
- The Five-Year Rule For Roth IRA Withdrawals
- CalSavers Retirements Savers Program
- Microsoft Secure Score Bulletin
- California Passes Expansion of Passthrough Entity Tax And Other Economic Relief
- Real Estate Market Changes for 2022
- Advanced Wealth Transfer Planning
- New Requirements for R&D Credits
- Required Minimum Distributions (“RMD”) From Retirement Plans In 2022
- Important Updates To The California Pass-Through Entity Tax
- 2021 4th Quarter Estimated Tax Reminder
- Limitations on The California Pass-Through Entity Tax
- 2021-2022 Year-end Tax Planning Guide
- Cost Segregation Study and Tax Deductions
- Household Workers and Taxes
- Out-of-State Remote Workers
- Rental Real Estate Business or Investment
- Section 529 College Savings Plan
- Tax Deductions for Business Meals
- Tax Planning Tips for Retirees
- Worker Classification and Tax Obligations
- Recent Tax Proposals Impacting Individuals and Estates
- CalSavers Retirement Savings Program Requirements
- California Pass-Through Entity Tax
- 7.28.21 California Pass-Through Entity Tax
- Secure Act 2.0 and Proposed Changes
- Protective Refund Claim Update – Affordable Care Act (ACA)
- PPP Loan Application Deadline Extension
- Updates to PPP Loan, Grant Relief and SBA Programs – The American Rescue Plan Act 2021
- IRS and California Postpone 2020 Filing and Payment Deadline to May 17, 2021
- New Rules for Electing Residential Rental Property Owner
- Franchise Tax Board (FTB) Overpayments Notices
- Update to PPP Loan and SBA EIDL Programs by the Consolidated Appropriations Act
- Changes To IRS Partnership Audit Rules
- Client Memo Fraudulent EFTPS E-Mail Scams
- Client Memo – Estate Beneficiary
- Tax Time Scams Awareness
- Client Memo – Red Flags
- Tax Records
- Kiddie Tax: New Hazard, New Opportunities
- Calendar or Fiscal Tax Year?
- Sustaining Charitable Gifts
- Do You Need to File Gift Tax Returns?
- Client Memo – Fraud Prevention
- Nondeductible IRA Distributions
- Buy-Sell Agreement
- Employee Stock Ownership Plan
- Client Memo – Auditing vs Fraud Examination
- IRS New Partnership Audit Rules
- Charitable IRA Rollover Eases Tax Pain of RMDs
- Client Memo – Common Types of Fraud Schemes
- IRS Dirty Dozen
- Client Memo – Big Concern for Small Business
- Did You Repair Your Business Property or Improve It?
- Cost Segregation Study
- Client Memo – IRS Warns of Phone Scams
- Meal, Travel & Entertainment Expenses: Know What’s Deductible & Properly Substantiate
- Independent Contractors
- Taxable vs. Tax-Advantaged: Where to hold investments
- Dynasty Trust
- Identity Theft
- Extension to PPP & EIDL Loan Programs
- Main Street Loan Program
- CARES Act Update
- CARES Act- A Quick Update
- Client Memo – Privacy Notice
- Client Memo – Privacy Protection
- Client Memo – Estate Planning Suggestion
- Client Memo- Partnership Audit Rules Go Live
- Client Memo – Tax Time Scam Awareness
- Client Memo – Tax Cuts & Job Act
- Client Memo – Pass Through Income Under New Tax Bill
- Client Memo – New State Law for Employees
- Client Memo – New Taxpayer Procedure
- Client Memo – Changes to IRS Partnership Audit Rules
- Client Memo – Fake Tax Bill Notices
- Client Memo – Cyber Threats
- Client Memo – Estate Planning
- Client Memo – IRS Transcripts Available Online
- Client Memo – IRS to Change Partnership Audit Rules
- Client Memo – CA Competes Tax Credit
- Client Memo – Protecting Americans From Tax Hikes Act of 2015
- Client Memo – Tax Increase Prevention Act of 2014
- Client Memo – CA FTB Web Pay Instructions
- Client Memo – Encrypted Email Enhancement
- Client Memo – CA Manufacturing Exemption
- Client Memo – Mandatory FBAR E-File
- Client Memo – Personal Information Security
- Client Memo – IRS Transcripts
- Client Memo – Final Regulations on Capitalization of Tangible Property
- Client Memo – Medicare Coverage Notice
- Client Memo – IRS Dirty Dozen
- Client Memo – Tax Rate Changes
- Client Memo – Year End Estate Planning
- Client Memo – Changes in Federal, CA Income, Estate & Gift Tax Rates
- Client Memo – Electronic Delivery Consent Required
- Client Memo – Document & Internet Security
- Client Memo – Reminder: 2011 Year End Tax Planning
- Client Memo – New CA Worker Classification Law
- Client Memo – Work Sharing Program
- Client Memo – Qualified Personal Residence Trust
- Client Memo – Section 179 Deduction & Bonus Depreciation
- Client Memo – Tax Matter Updates
- Client Memo – Tax Change References
- Client Memo – Mandatory E-Pay
- Client Memo – Bush-era Tax Cuts Extended
- Client Memo – 2011 Payroll Tax Update
- Client Memo – Year End Tax Planning 2011
- Client Memo – Federal Tax Credit Coupons Discontinued
- Client Memo – New Website Announcement
- Client Memo – New 1099 Reporting Rules
- Client Memo – IRS Employment Tax Research Program
- Client Memo – CA NOLs Suspended Again
- Client Memo – Small Business Jobs Bill
- Client Memo – Fraudulent EFTPS Scams
- Client Memo – Likely Tax Law Changes Affects Dividends & Capital Gains
- Client Memo – Summary of Major Provisions of Healthcare Bill
- Client Memo – Mortgage Rates
