Insights by Author: Robert Maloy

A Major Change in the Rules of IRA Rollovers

May 7, 2014

With a recent ruling by the United States Tax Court (the Court), there is now a…

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BOE Targeting Local Businesses for Sales and Use Tax Payments

March 5, 2012

The State Board of Equalization (BOE) is taking a new approach to collect California sales and…

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What Every Taxpayer Should Know About Identity Theft

February 2, 2012

We are hearing more and more about cases of identity theft. In the 2011 Identity Fraud…

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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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IRS Audits Decline for Millionaires and Large Businesses

IRS audits of wealthy taxpayers and big business are on the downtick, reaching record lows in ...
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DOL Revisits Overtime Rule in Proposal

On March 7, the Department of Labor (DOL) released a proposed rule that would raise the ...
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IRS Released Safe Harbor Guidance for Vehicle Deductions

The IRS recently released a safe harbor method that harmonizes 100% bonus depreciation with the annual ...
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