News


November 27, 2017

2017 Year-End Tax Planning

The end of the year is quickly approaching. To help you plan for 2018, we are offering several tax-planning tips for your consideration.  Recent discussions about next year’s tax law changes may...
Read More »


September 21, 2017

Identity Theft

Tax-related Identity Theft With the recent news regarding data breaches of personal information, the risk of tax-related identity theft continues to increase. Tax-related identity theft occurs when unauthorized persons either impersonate the...
Read More »


September 18, 2017

Project Open Hand

Realize recently teamed up with Project Open Hand, a volunteer-fueled charitable organization that strives to bring healthy meals to seniors, people with critical illness, and adults with disabilities. Project Open Hand offers...
Read More »


August 22, 2017

Life Insurance

Estate Planning and Insurance Policies: What You Need to Know to Protect Your Loved Ones As part of their overall estate plans, many of our clients purchase life insurance policies.  These offer...
Read More »


July 14, 2017

Breaking California Residency

Although the Golden State is among the most coveted places to live in the United States, its heavy taxes can be discouraging. Taxed at the highest rates in the country, many California...
Read More »



March 7, 2017

Solar Tax Credit

Save Energy and Money with the Solar Tax Credit Are you considering becoming more “green”? The Solar Tax Credit may incentivize you to do so while saving the “green” in your wallet....
Read More »


January 3, 2017

Tax-related Identity Theft

Identity theft, specifically identity theft related to fraudulently filed tax returns, is one of the fastest growing crimes in America. This occurs when a fraudulent tax return is filed using a taxpayer’s...
Read More »


January 1, 2017

Partner Announcement

We are pleased to announce that Greg Biagini has been promoted to Tax Partner as of January 1, 2017. Greg specializes in providing tax consulting and compliance services to high net worth...
Read More »


December 2, 2016

2016 Year-End-Tax Planning Advice

As we approach the end of the year, we are offering several tax-planning tips for your consideration. The recent election and potential tax reform on the agenda for next year may necessitate...
Read More »