Author Archives: Mike Agresti

Navigating Multi-State Payroll Taxation and Remote Work Compliance

The rise of remote and hybrid work has made it easier than ever to hire...

Consulting for Buy/Sell Transactions: Tax Considerations and Strategies

When buying or selling a business, taxes play a critical role in determining the financial...

Disaster Tax Relief for Southern California Wildfire and Wind Disaster Victims

The IRS has announced disaster tax relief for individuals and businesses in Southern California impacted...

How Do You Maximize Your Social Security Benefits?

Let’s talk about how to maximize social security benefits. It is vitally important that you...

Outsourced Accounting Services: A Game-Changer for Your Business

Outsourcing accounting services has proven to be a game-changer for many companies. Beyond streamlining accounting...

Avoiding California Tax on Retirement Distributions When Retiring Outside of California

It’s commonly known that Federal and California tax law prohibits California from taxing a nonresident’s...

ERC Employee Retention Credit REPEALED for Q4 – Don’t Panic!

Introduction You have probably heard that the Infrastructure Investment and Jobs Act signed into law...

10 Things Manufacturers Can Do About Supply Chain Disruptions

You’ve seen the ships off the Ports of Los Angeles and Long Beach, stretching for...

Eliminate the ‘SALT’ Deduction Cap?

What does SALT stand for, and what are the Pros and Cons? SALT is an...

SBA’s COVID Disaster Loan Repayments Deferred

SBA COVID Disaster Loan Repayments Deferred: 2020 loans start being due 24 months after the...

Tax-Free Payments to Employees to Cover COVID-19 Expenses Are Deductible

Often-Overlooked IRS Section 139 Provides Relief Can we deduct COVID-19-related expenses used to help our...

What Is the Qualified Business Expense (QBI) Deduction?

. . . and WHAT’S the RUCKUS? Here’s the ruckus: This deduction, created by the...

Should I Buy or Lease My Vehicle?

When someone asks us if they should buy or lease their next vehicle, their real...

If I do tax planning and you have no recommendations, do I still have to pay?

This is a great question that we receive from time to time. The answer is...

How to Gain a Tax Benefit Using a Qualified Charitable Distribution (QCD)

How Tax Cuts and Jobs Act (TCJA) Effects Charitable Donations on Your 2018 Tax Return...