Insights by Author: Gisela Rodriguez

Child Tax Credit Advances Start July 15

July 9, 2021

On July 15, 2021, the IRS will start sending monthly child tax credit payments to qualifying…

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When is My Capital Gains Rate 0%?

July 16, 2020

With a tax planning opportunity for just about everything, seeking to pay 0% on capital gains…

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The CARES Act: An Overview for Individuals

April 2, 2020

The CARES Act provides some big wins for individual taxpayers who are in need of an…

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Corporations Receive Tax Clarity for Offshore Profits

July 25, 2019

The IRS released highly-anticipated clarity for multinational corporations on how U.S. tax will be calculated on…

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DOL Revisits Overtime Rule in Proposal

April 23, 2019

On March 7, the Department of Labor (DOL) released a proposed rule that would raise the…

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Top 7 Last-Minute Tax Strategies

December 21, 2018

There’s still time left in the year to make some last-minute tax moves. If you are…

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Blended Federal Income Tax Rate for Corporations with Fiscal Year

June 17, 2018

In a recent release by the Internal Revenue Service, corporations operating on a fiscal year that…

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Tax Relief in a Federally-Declared Disaster Area

January 22, 2018

On January 2, the President declared a major natural disaster for those areas affected by the…

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Social Security Changes in 2017

July 17, 2017

The Social Security Administration released a few changes to the program making an impact in 2017.…

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New Overtime Rule Put On Hold by Federal Injunction

January 11, 2017

A recent ruling by U.S. District Judge Mazzant has put a nationwide hold on the Department…

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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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