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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Tips for a Quicker End to Your Mortgage
If you're serious about paying off your mortgage quickly, realize that every dollar you add to ...
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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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