Insights by Author: Gisela Rodriguez

Child Tax Credit Advances Start July 15

July 9, 2021

On July 15, 2021, the IRS will start sending monthly child tax credit payments to qualifying…

When is My Capital Gains Rate 0%?

July 16, 2020

With a tax planning opportunity for just about everything, seeking to pay 0% on capital gains…

The CARES Act: An Overview for Individuals

April 2, 2020

The CARES Act provides some big wins for individual taxpayers who are in need of an…

Corporations Receive Tax Clarity for Offshore Profits

July 25, 2019

The IRS released highly-anticipated clarity for multinational corporations on how U.S. tax will be calculated on…

DOL Revisits Overtime Rule in Proposal

April 23, 2019

On March 7, the Department of Labor (DOL) released a proposed rule that would raise the…

Top 7 Last-Minute Tax Strategies

December 21, 2018

There’s still time left in the year to make some last-minute tax moves. If you are…

Blended Federal Income Tax Rate for Corporations with Fiscal Year

June 17, 2018

In a recent release by the Internal Revenue Service, corporations operating on a fiscal year that…

Tax Relief in a Federally-Declared Disaster Area

January 22, 2018

On January 2, the President declared a major natural disaster for those areas affected by the…

Social Security Changes in 2017

July 17, 2017

The Social Security Administration released a few changes to the program making an impact in 2017.…

New Overtime Rule Put On Hold by Federal Injunction

January 11, 2017

A recent ruling by U.S. District Judge Mazzant has put a nationwide hold on the Department…

Team Member Spotlight

Congratulations to our team members on their recent promotions! A total of 13 team members took ...
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Uncertain Future for CA Estate Tax

California is currently among 30 states that do not impose a state estate tax. State legislature, ...
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Top 5 Real Estate Accounting Mistakes

Even some of the savviest real estate brokers can get trapped in the most common accounting ...
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CA, You’re Not Alone – Treasury Bans All SALT Deduction Workarounds

The Treasury Department and the IRS recently issued final regulations blocking all states from trying to ...
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Corporations Receive Tax Clarity for Offshore Profits

The IRS released highly-anticipated clarity for multinational corporations on how U.S. tax will be calculated on ...
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President Signs IRS Reform Bill

On July 1, President Trump signed into law the bipartisan IRS reform bill, the Taxpayer First ...
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Not-for-Profits Now Benefit from GAAP Alternatives

The Financial Accounting Standards Board (FASB) recently announced that it will now extend two of its ...
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Retirement Withdrawal Strategies

Are you retired or thinking about it? That probably means you are preparing to transition from ...
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Cloud-Based Versus On-Premise Software

Last month we announced our newest partnership with Acumatica to offer cloud-based ERP software services. But ...
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Lingering Uncertainties Post Tax Season

Now that April 15 has come and gone, have all of our tax reform questions been ...
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Team Member Spotlight

Congratulations to BPW Partner Tracey Solomon and BPW Supervisor Tiffany Ann Goodall on their recent awards ...
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BPW Named Best Place to Work

We are proud to have earned the recognition of Central Coast Best Places to Work by ...
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