CA Implements Wayfair Sales Tax Decision
Another important deadline will make an entrance in April next year. Effective April 1, 2019, the…
Read this Insight...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…
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Update: Tax Reform Moving Through Congress
In last month’s newsletter, we gave a brief overview of the Trump administration’s tax reform proposal,…
Read this Insight...Safe Harbor Benefits Restaurant and Retail Industry
There has been a lot of discussion surrounding Tangible Property Regulations—from implementing the new regulations to…
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Tax Deadline Reminder: FBARs Due by June 30
The deadline is fast approaching for certain taxpayers to report accounts they hold in foreign banks…
Read this Insight...Reduced Restrictions on In-Plan Roth Rollovers
Among the changes and extensions in the recently enacted American Taxpayer Relief Act of 2012 (“Act”),…
Read this Insight...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…
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Rules on Deducting Business Start-Up Expenses
A recent U.S. Tax Court decision drives home the important point that current deductions aren't allowed ...
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Tangible Asset and Repair Regulations Reminder
Reminder: September 15th and October 15th are the deadlines to file Forms 3115 to proactively comply ...
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Being Skeptical: Is it Really a Bad Thing?
We have all met people who we would consider a "Debbie Downer" or a "Doubting Thomas." ...
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Your Documents: Where You Need Them, When You Need Them
When you think about what the biggest bottlenecks are in your organization, there's a good chance ...
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Preventing and Detecting Fraud in Your Organization
According to the Association of Certified Fraud Examiners' 2014 Fraud Study, Report to the Nations on ...
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Tax Deadline Reminder: FBARs Due by June 30
The deadline is fast approaching for certain taxpayers to report accounts they hold in foreign banks ...
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Eileen Sheridan Featured in CalCPA Magazine
We are pleased to spotlight Partner Eileen Sheridan on the cover of last month’s California CPA ...
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Small Business Reprieve on Health Premium Reimbursement Plans
Historically, companies that wanted their employees to be protected with health coverage, but didn't want the ...
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New California Credit: College Access Tax Credit
A new California tax credit became available in 2014 for both individuals and businesses who contribute ...
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Student Scholarships – Free Money or Taxable Income?
The taxability of student scholarship funds has been an issue for many years. In any student ...
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Charity Navigator: Giving Your Organization a Facelift
Charity Navigator, an online exempt organization rating website, is used by donors and members of the ...
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Tangible Asset and Repair Regulations Update
As you may recall from a previous article, the IRS issued final regulations that provide guidance ...
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