A Major Change in the Rules of IRA Rollovers
With a recent ruling by the United States Tax Court (the Court), there is now a…
Read this Insight...BOE Targeting Local Businesses for Sales and Use Tax Payments
The State Board of Equalization (BOE) is taking a new approach to collect California sales and…
Read this Insight...What Every Taxpayer Should Know About Identity Theft
We are hearing more and more about cases of identity theft. In the 2011 Identity Fraud…
Read this Insight...2012 Year-End Tax Planning for Individuals and Businesses
As 2012 is coming to a close, now is an ideal time to start preparing for ...
Read this insight Jacob Sheffield Receives 40 Under 40 Award
Santa Barbara, CA – Congratulations to Jacob Sheffield who was recently named one of the 40 ...
Read this insight Three Strategies That Add Flexibility to Your Estate Plan
In recent years, estate planning has been complicated by uncertainty over the future of the federal ...
Read this insight Understanding and Utilizing Financial Statements of Nonprofit Organizations
Financial statements provide a wealth of financial information about a nonprofit organization's most recent month, quarter ...
Read this insight Tax Court Denial of Charitable Deductions
The Tax Court recently ruled that a married couple's significant amount of charitable contributions were not ...
Read this insight New Tax on Investment Income to Support Medicare
The recent Supreme Court ruling on the healthcare law upheld the Patient Protection and Affordable Care ...
Read this insight IRS Audits Foreseeable for Ultra-Wealthy
The Internal Revenue Service (IRS) has ramped up its efforts in recent years by expanding its ...
Read this insight Regulatory Changes to Pension Plans – Upcoming Deadlines
In an effort to clarify the general ambiguity that looms over pension plans and fees paid ...
Read this insight A Trust That Keeps on Giving
With a properly executed estate plan, your wealth can be enjoyed by your children and even ...
Read this insight Business Vehicle Depreciation Limits Released for 2012
The IRS recently released the updated version of allowable depreciation limits for business passenger vehicles and ...
Read this insight Social Security Statements Available Online
As of May 1, the Social Security Administration now provides workers, ages 18 and over, with ...
Read this insight Key Provisions of the JOBS Act
On April 5, President Obama signed into law the Jumpstart Our Business Startups Act (JOBS Act), ...
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