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Jacob Sheffield Receives 40 Under 40 Award
Santa Barbara, CA – Congratulations to Jacob Sheffield who was recently named one of the 40 under 40 by the Pacific Coast Business Times! This...
Three Strategies That Add Flexibility to Your Estate Plan
In recent years, estate planning has been complicated by uncertainty over the future of the federal gift and estate tax regime. However, even when estate...
Understanding and Utilizing Financial Statements of Nonprofit Organizations
Financial statements provide a wealth of financial information about a nonprofit organization's most recent month, quarter or year end. In addition, they also include valuable...
Tax Court Denial of Charitable Deductions
The Tax Court recently ruled that a married couple's significant amount of charitable contributions were not tax deductible because the written acknowledgment provided by their...
New Tax on Investment Income to Support Medicare
The recent Supreme Court ruling on the healthcare law upheld the Patient Protection and Affordable Care Act of 2010. While some elements of the bill...
IRS Audits Foreseeable for Ultra-Wealthy
The Internal Revenue Service (IRS) has ramped up its efforts in recent years by expanding its audits of the wealthiest individuals. Particularly over the last...
Regulatory Changes to Pension Plans – Upcoming Deadlines
In an effort to clarify the general ambiguity that looms over pension plans and fees paid by retirement plan participants, the Department of Labor (DOL)...
A Trust That Keeps on Giving
With a properly executed estate plan, your wealth can be enjoyed by your children and even their children. But did you know that by using...
Business Vehicle Depreciation Limits Released for 2012
The IRS recently released the updated version of allowable depreciation limits for business passenger vehicles and light duty trucks and vans placed in service in...
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