5 New Updates on Economic Impact Payments
New information continues to unfold as Congress provides clarity on several aspects of the economic impact…
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The CARES Act: Big Changes to Retirement Plans
Let’s talk retirement planning. How should retirement accounts be handled after the big changes seen in…
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The SECURE Act: Key Takeaways and Strategies to Consider
Over the past few years, we have seen some of the greatest shifts in tax legislation.…
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IRS Establishes No Clawback Rule on Gifts and Estates
‘Tis the season for giving! In a recent announcement, the IRS presented the highly-anticipated final regulations…
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How to Leave Your Digital Legacy
As we continue to expand our digital footprint, it is important to incorporate our digital lives…
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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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Recent Court of Appeals Decision Highlights Loophole in California’s Prop 13
California's Proposition 13 was originally billed as a way to keep elderly fixed-income homeowners in their ...
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