A Major Change in the Rules of IRA Rollovers
With a recent ruling by the United States Tax Court (the Court), there is now a…
Read this Insight...BOE Targeting Local Businesses for Sales and Use Tax Payments
The State Board of Equalization (BOE) is taking a new approach to collect California sales and…
Read this Insight...What Every Taxpayer Should Know About Identity Theft
We are hearing more and more about cases of identity theft. In the 2011 Identity Fraud…
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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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