CA Implements Wayfair Sales Tax Decision
Another important deadline will make an entrance in April next year. Effective April 1, 2019, the California Department of Tax and Fee Administration (CDTFA) will implement the U.S. Supreme Court...
Court Overturns Physical Presence Standard in Sales Tax Decision
With the surge of online shopping dominating the retail space, a recent U.S. Supreme Court 5-4 ruling leveled the playing field between traditional shops and remote sellers, now allowing states...
Update: Tax Reform Moving Through Congress
In last month’s newsletter, we gave a brief overview of the Trump administration’s tax reform proposal, leaving Congress to decide what tax changes we will be seeing in the future....
Safe Harbor Benefits Restaurant and Retail Industry
There has been a lot of discussion surrounding Tangible Property Regulations—from implementing the new regulations to developing the best possible strategy upon implementation, not to mention integrating some of the...
Tax Deadline Reminder: FBARs Due by June 30
The deadline is fast approaching for certain taxpayers to report accounts they hold in foreign banks and other financial institutions. You also may be required to report foreign accounts over...
Reduced Restrictions on In-Plan Roth Rollovers
Among the changes and extensions in the recently enacted American Taxpayer Relief Act of 2012 ("Act"), one component that did not receive much buzz was the "in-plan Roth rollover" provision....
Three Strategies That Add Flexibility to Your Estate Plan
In recent years, estate planning has been complicated by uncertainty over the future of the federal gift and estate tax regime. However, even when estate tax rates and exemption amounts...
CA Implements Wayfair Sales Tax Decision
Another important deadline will make an entrance in April next year. Effective April 1, 2019, the California Department of Tax and Fee Administration (CDTFA) will implement the U.S. Supreme Court...
Court Overturns Physical Presence Standard in Sales Tax Decision
With the surge of online shopping dominating the retail space, a recent U.S. Supreme Court 5-4 ruling leveled the playing field between traditional shops and remote sellers, now allowing states...
Update: Tax Reform Moving Through Congress
In last month’s newsletter, we gave a brief overview of the Trump administration’s tax reform proposal, leaving Congress to decide what tax changes we will be seeing in the future....
Safe Harbor Benefits Restaurant and Retail Industry
There has been a lot of discussion surrounding Tangible Property Regulations—from implementing the new regulations to developing the best possible strategy upon implementation, not to mention integrating some of the...
Tax Deadline Reminder: FBARs Due by June 30
The deadline is fast approaching for certain taxpayers to report accounts they hold in foreign banks and other financial institutions. You also may be required to report foreign accounts over...
Reduced Restrictions on In-Plan Roth Rollovers
Among the changes and extensions in the recently enacted American Taxpayer Relief Act of 2012 ("Act"), one component that did not receive much buzz was the "in-plan Roth rollover" provision....
Three Strategies That Add Flexibility to Your Estate Plan
In recent years, estate planning has been complicated by uncertainty over the future of the federal gift and estate tax regime. However, even when estate tax rates and exemption amounts...