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The Spousal Lifetime Access Trust: A Near-Perfect Tool?
The Spousal Lifetime Access Trust is not one of the better-known trusts but has become a popular estate planning strategy for families. A spousal lifetime...
Advantages of a Cost Segregation Study
Whether putting up a new building or renovating an existing one, companies are discovering that they can strengthen their balance sheets by doing a cost...
Pass-Through Entity Updates Webinar
We have been closely following the new filing requirements being issued from the IRS, as well as recent California tax law changes. Â California legislators...
Tax Alert Webinar: Find Out What the New IRS Guidance and CA Tax Law Changes Mean for Your Business
Thursday, March 3 1:00pmLive Webinar SIGN UP NOW Are you curious about…how California's recently passed SALT workaround provisions expanded tax-saving opportunities for partnerships and...
Important Changes to California’s Elective Pass-Through Entity Tax
California recently revised its SALT cap workaround to be more appealing for qualifying owners of S corporations and partnerships. On February 9, California’s governor signed...
What You Need to Know About the Child Tax Credit and Economic Impact Payment Notices
Many taxpayers have already received IRS Letters 6419 and 6475 containing details about their 2021 advance child tax credit (CTC) payments and economic stimulus payments....
Employees in Other States? Here are the Top Tax Implications to Consider
Return-to-office plans remain in a state of limbo as some employers find that a remote work strategy is a viable option long term. What are...
How are Trusts Taxed?
three generation happy asian family walking outdoors in park A trust can be a powerful estate-planning tool, but contrary to popular belief, trusts do not...
Tax Breaks for the Elderly
Getting older has its perks, including tax breaks. Your income threshold for filing a tax return at all is higher, you get a bigger standard...
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