Tag Archives: Tax Planning

Clean Vehicle Tax Credits: What Nonprofits and Governments Need to Know

Nonprofits and government agencies can now tap into a game-changing financial incentive: the Clean Vehicle...

Maximizing Tax Savings in 2024 with Cost Segregation

Cost segregation continues to be an essential tax planning tool in 2024. By accelerating the...

Taxpayer-Friendly Bill Stalled in Senate: Next Steps

Back in February we were happy to tell you about the House passing a bill...

Time Sensitive Opportunities Regarding IRAs: 2023 IRA and HSA Contribution Deadlines

It’s that time of year when we remind you to make any final contributions to...

The California Enterprise Zone Tax Credit Will Disappear in 2024

The California Enterprise Zone Tax Credit program ended in 2013 with the dissolution of Enterprise...

House Passes the Tax Relief for American Families and Workers Act of 2024

The Tax Relief for American Families and Workers Act of 2024 was passed by the...

Thinking About Selling Your Business? Attempting an M & A Transaction? See the Tax Benefits of a F-Reorganization

Companies seeking to minimize taxes in the exhilarating world of M & A frequently accomplish...

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...

Time Sensitive Opportunities Regarding IRAs: 2022 IRA and HSA Contribution Deadlines

It’s that time of year when we remind you to make any final contributions to...

Rules for Paying Your Kids to Work In Your Business

Recently, one of our clients wanted to know the rules for hiring their children in...

CA Middle-Class Tax Refund: Are you eligible?

You Might Have a Holiday Gift AND It’s More Generous Than We Thought! What is...

Tax Planning 2020 – Part THREE

Part THREE: Required Minimum Distributions and 401(k)s SO much has happened this year and SO...

Tax Planning 2020 – Part TWO

Part TWO: The CARES Act, Net Operating Losses, and Cash Flow So much has happened...

Tax Planning 2020 – Part ONE

Part ONE: The Pandemic (PPP loans), The Election, and Technology INSIDER’S TIP: Start Tax Planning...

Should I Do My Own Taxes or Hire a Professional?

Tax time is here again.  How should you file your taxes? Should you file your...