Articles By

Gisela Rodriguez

Child Tax Credit Advances Start July 15

On July 15, 2021, the IRS will start sending monthly child tax credit payments to qualifying families around the country.Thanks to the American Rescue Plan Act passed in March 2021,...
Read More about Child Tax Credit Advances Start July 15

When is My Capital Gains Rate 0%?

With a tax planning opportunity for just about everything, seeking to pay 0% on capital gains is no exception. There are quite a few planning strategies you can utilize in...
Read More about When is My Capital Gains Rate 0%?

The CARES Act: An Overview for Individuals

The CARES Act provides some big wins for individual taxpayers who are in need of an economic lifeline amid the COVID-19 pandemic. Recovery Rebate for Individual Taxpayers The CARES Act...
Read More about The CARES Act: An Overview for Individuals

Corporations Receive Tax Clarity for Offshore Profits

The IRS released highly-anticipated clarity for multinational corporations on how U.S. tax will be calculated on foreign income. Since the 2017 tax reform went into effect, American companies have expressed...
Read More about Corporations Receive Tax Clarity for Offshore Profits

DOL Revisits Overtime Rule in Proposal

On March 7, the Department of Labor (DOL) released a proposed rule that would raise the so-called salary-level threshold for white-collar exemptions to $35,308 per year from $23,660. This means...
Read More about DOL Revisits Overtime Rule in Proposal

Top 7 Last-Minute Tax Strategies

There’s still time left in the year to make some last-minute tax moves. If you are in a higher tax bracket this year or find more income in your paychecks...
Read More about Top 7 Last-Minute Tax Strategies

Blended Federal Income Tax Rate for Corporations with Fiscal Year

In a recent release by the Internal Revenue Service, corporations operating on a fiscal year that includes Jan. 1, 2018 will pay a blended federal income tax rate due to...
Read More about Blended Federal Income Tax Rate for Corporations with Fiscal Year

Tax Relief in a Federally-Declared Disaster Area

On January 2, the President declared a major natural disaster for those areas affected by the Thomas Fire. Montecito’s recent mudslides brought another natural disaster to an already-scarred community. If...
Read More about Tax Relief in a Federally-Declared Disaster Area

Social Security Changes in 2017

The Social Security Administration released a few changes to the program making an impact in 2017. These changes include a slight increase in payments, rise in earnings limit, a higher...
Read More about Social Security Changes in 2017

New Overtime Rule Put On Hold by Federal Injunction

A recent ruling by U.S. District Judge Mazzant has put a nationwide hold on the Department of Labor’s new overtime rule, which was supposed to go into effect on December...
Read More about New Overtime Rule Put On Hold by Federal Injunction

Child Tax Credit Advances Start July 15

On July 15, 2021, the IRS will start sending monthly child tax credit payments to qualifying families around the country.Thanks to the American Rescue Plan Act passed in March 2021,...
Read More about Child Tax Credit Advances Start July 15

When is My Capital Gains Rate 0%?

With a tax planning opportunity for just about everything, seeking to pay 0% on capital gains is no exception. There are quite a few planning strategies you can utilize in...
Read More about When is My Capital Gains Rate 0%?

The CARES Act: An Overview for Individuals

The CARES Act provides some big wins for individual taxpayers who are in need of an economic lifeline amid the COVID-19 pandemic. Recovery Rebate for Individual Taxpayers The CARES Act...
Read More about The CARES Act: An Overview for Individuals

Corporations Receive Tax Clarity for Offshore Profits

The IRS released highly-anticipated clarity for multinational corporations on how U.S. tax will be calculated on foreign income. Since the 2017 tax reform went into effect, American companies have expressed...
Read More about Corporations Receive Tax Clarity for Offshore Profits

DOL Revisits Overtime Rule in Proposal

On March 7, the Department of Labor (DOL) released a proposed rule that would raise the so-called salary-level threshold for white-collar exemptions to $35,308 per year from $23,660. This means...
Read More about DOL Revisits Overtime Rule in Proposal

Top 7 Last-Minute Tax Strategies

There’s still time left in the year to make some last-minute tax moves. If you are in a higher tax bracket this year or find more income in your paychecks...
Read More about Top 7 Last-Minute Tax Strategies

Blended Federal Income Tax Rate for Corporations with Fiscal Year

In a recent release by the Internal Revenue Service, corporations operating on a fiscal year that includes Jan. 1, 2018 will pay a blended federal income tax rate due to...
Read More about Blended Federal Income Tax Rate for Corporations with Fiscal Year

Tax Relief in a Federally-Declared Disaster Area

On January 2, the President declared a major natural disaster for those areas affected by the Thomas Fire. Montecito’s recent mudslides brought another natural disaster to an already-scarred community. If...
Read More about Tax Relief in a Federally-Declared Disaster Area

Social Security Changes in 2017

The Social Security Administration released a few changes to the program making an impact in 2017. These changes include a slight increase in payments, rise in earnings limit, a higher...
Read More about Social Security Changes in 2017

New Overtime Rule Put On Hold by Federal Injunction

A recent ruling by U.S. District Judge Mazzant has put a nationwide hold on the Department of Labor’s new overtime rule, which was supposed to go into effect on December...
Read More about New Overtime Rule Put On Hold by Federal Injunction