2023 Individual Tax Planning Pointers

Whether you are considering selling investments, making charitable gifts, or looking forward to the future with some estate planning we have strategies to help optimize your tax plan. Continue Reading 2023 Individual Tax Planning Pointers

Year-End Business Newsletter

As another year ends with interest rates and markets in flux, one thing remains certain: Reducing your company’s tax bill can improve your cash flow and your bottom line. Below are a few timely strategies that you can execute before year end to minimize your company’s tax liability. Continue Reading Year-End Business Newsletter

Choosing a business entity: Which way to go?

Choosing the best entity for your business is a multi-faceted decision. Here’s a look at the some of the considerations. Continue Reading Choosing a business entity: Which way to go?

Don’t let IRS compliance issues drag down your nonprofit

If your nonprofit is having trouble complying with IRS tax-exempt regulations, don’t wait until your status is revoked or your organization is subject to investigation. Here’s how to be proactive. Continue Reading Don’t let IRS compliance issues drag down your nonprofit

Income tax filing deadline postponed to November 16 for most California taxpayers

The California Franchise Tax Board also announced on the evening of October 16, 2023, that it is conforming to the most recent IRS postponement of tax filing and payment deadlines to November 16, 2023, for California taxpayers in the 55 counties impacted by storms in late 2022 and early 2023. Continue Reading Income tax filing deadline postponed to November 16 for most California taxpayers

Business automobiles: How the tax depreciation rules work

Complex calculations are involved in claiming depreciation deductions for the business use of a passenger automobile. Here are the basic rules. Continue Reading Business automobiles: How the tax depreciation rules work

The tax implications of renting out a vacation home

If you rent your vacation home for less than 15 days during a year, there’s a special tax break. Here are the rules for vacation rentals. Continue Reading The tax implications of renting out a vacation home