Part THREE: Required Minimum Distributions and 401(k)s SO much has happened this year and SO much has to be done before the year-end to help our clients make the correct decisions on their tax liabilities that we are starting our planning now, and we hope you will too. Most, but Read more…
Part TWO: The CARES Act, Net Operating Losses, and Cash Flow So much has happened this year and so much has to be done before the year end to help our clients make the correct decisions on their tax liabilities that we are starting our planning now, and we hope Read more…
Part ONE: The Pandemic (PPP loans), The Election, and Technology INSIDER’S TIP: Start Tax Planning NOW. Don’t Wait for December. INTRODUCTION TO THE SERIES So much has happened this year, and so much has to be done before the year end to help our clients make the correct decisions that Read more…
The Opportunity Zone Is the Latest Tool for Community Development and Capital Gains Tax Deferment For the maximum 15 percent step-up in basis, the investment must be made by the end of 2019. The Land of OZ (Opportunity Zones for our purposes) is not as far away as you think. Read more…
Since the new tax law, also known as the Tax Cut and Jobs Act (“TCJA”), was enacted by Congress and signed into law in December of 2017, the IRS has begun to issue some clarifications on portions of the law. On October 3, 2018 the IRS issued Notice 2018-76 which Read more…
Santa Ana Partner, Jon Huckabay, CPA, is speaking at SMB TechFest 2018 about how the tax reform will impact the technology industry. Just as technology is forever changing, so are tax laws and regulations. Both are developing and changing simultaneously, and it is up to us to continue to keep up. Read more…
It seems like just yesterday that we were advising our clients on the impact to their businesses of the 2010 Affordable Care Act (“ACA”), otherwise known as “ObamaCare”. The ACA mandated that employers with at least 50 full time employees were required to provide those employees affordable health insurance. If Read more…