To Port or Not to Port: Is Filing for Portability Right for You?
The option of portability when planning your estate could make a substantial difference come tax time,…
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When Does a Gift Require a Gift Tax Return, and Gift Tax?
With lifetime gift and estate tax exemptions at an all-time high in 2020, not as many…
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Retirement Plan Options for Self-Employed Business Owners
Owning your own business gives you a great deal of freedom to make your own choices.…
Read this Insight...IRS Sends Warning Letter to Cryptocurrency Users About Reporting
Taxpayers who exchange cryptocurrency may receive a letter this month from the IRS regarding reporting issues.…
Read this Insight...Tax-Savvy Retirement Planning
With over 70 million baby boomers in the United States, how many are celebrating their 65th…
Read this Insight...Decrypting Cryptocurrencies
What are cryptocurrencies? The news is teeming with excitement about cryptocurrencies, whether it be Bitcoin, Ethereum…
Read this Insight...Tax Benefits of Vacation Rentals
In light of recent news on the regulation of vacation rentals, it is important to know…
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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…
Read this Insight...New Overtime Rule May Impact Your Business
Safe Harbor Benefits Restaurant and Retail Industry
Danna McGrew Named to the Board of Directors for the Scholarship Foundation of Santa Barbara
Bridget Foreman Named One of the Top 50 Women in Business
Reporting Requirements When Hiring Independent Contractors
California Franchise Tax Board Launches New Version of MyFTB
Moving Forward with SSARS 21
Scott Hadley Named Who’s Who in Business Leadership
New Year Brings New Partners & Promotions
The Risks of Debt-Forgiveness Programs
