Insights & News
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 more →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 more →Tax Court Denial of Charitable Deductions
The Tax Court recently ruled that a married couple’s significant amount of charitable contributions were not…
Read more →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 more →IRS Audits Foreseeable for Ultra-Wealthy
The Internal Revenue Service (IRS) has ramped up its efforts in recent years by expanding its…
Read more →Regulatory Changes to Pension Plans – Upcoming Deadlines
In an effort to clarify the general ambiguity that looms over pension plans and fees paid…
Read more →A Trust That Keeps on Giving
With a properly executed estate plan, your wealth can be enjoyed by your children and even…
Read more →Business Vehicle Depreciation Limits Released for 2012
The IRS recently released the updated version of allowable depreciation limits for business passenger vehicles and…
Read more →Social Security Statements Available Online
As of May 1, the Social Security Administration now provides workers, ages 18 and over, with…
Read more →Key Provisions of the JOBS Act
On April 5, President Obama signed into law the Jumpstart Our Business Startups Act (JOBS Act),…
Read more →Planning a Successful CRM Project
“Plan the work and work the plan.” That’s what my grandfather always used to tell me.…
Read more →Bridget Foreman Named Among Top 50 Women in Business
Santa Barbara, CA – Partner Bridget Foreman was named one of the 2012 Top Women in Business…
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