IRS Extends Time to Make Portability Election
Portability is often an effective, go-to estate planning strategy that could make a considerable difference for…
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May 7 Deadline for Big Businesses
The Treasury Department is granting safe harbor to large and public companies that voluntarily return stimulus…
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Is a Donor-Advised Fund Right for You?
Donor-advised funds (DAFs) have grown in popularity over the past decade. According to the National Philanthropic Trust…
Read this Insight...Uncertain Future for CA Estate Tax
California is currently among 30 states that do not impose a state estate tax. State legislature,…
Read this Insight...Generating Interest with Intrafamily Loans
Lending money to family members may be personal, but it pays to treat loans like business.…
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Can I Claim a Home Office Deduction During COVID?
Many of us have rearranged, redecorated, or reimagined our homes to convert them into office spaces ...
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Annuities: Know the Pros and Cons
Some love annuities, some hate them, but there's no denying that many find them useful, and ...
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Is It Time to Move Off of QuickBooks?
QuickBooks is an excellent and cost-effective solution for small businesses, maybe even midsize businesses. But your ...
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When is My Capital Gains Rate 0%?
With a tax planning opportunity for just about everything, seeking to pay 0% on capital gains ...
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Tax Considerations for Today’s Mergers & Acquisitions
In the midst of continued uncertainty oscillating in the global market, opportunities emerge in times of ...
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SBA Stimulus Funding May Prompt Single Audit
In a rapid emergency response to the global pandemic, the federal government rolled out the Coronavirus ...
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FASB Grants Delay for Revenue Recognition and Leases Standard
In a recent and welcomed move, the Financial Accounting Standards Board (FASB) approved a one-year deferment ...
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Congress Loosens PPP Loan Restrictions
Congress recently passed legislation to loosen some of the restrictions that came with the popular Payroll ...
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Stimulus Payments Being Sent as Visa Debit Cards
The Internal Revenue Service has been distributing Economic Impact Payments to taxpayers across the nation since ...
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Do You Need a Will and a Trust?
Everyone wants to protect their families, even after they pass from this world. That’s the purpose ...
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The Essentials of Cloud-Based Accounting Software
“Siri, what is my year-to-date net income?” This is where technology is going. Are you on ...
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The CARES Act: Big Changes to Retirement Plans
Let’s talk retirement planning. How should retirement accounts be handled after the big changes seen in ...
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