November 19, 2012

Post Election Tax Updates

2012 Election is Over Barack Obama has won a second term, the Republicans have retained control of the House, and the Democrats have retained control of the Senate. Will the continued division...
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August 1, 2012

Federal Surtax on Investment Income

The Supreme Court recently affirmed a 3.8% surtax on investment income, part of the 2010 health care legislation.  The following is effective beginning January 1, 2013: Who does this apply to? Individuals...
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July 10, 2012

New Foreign Asset Disclosure Requirement

As part of its initiative to increase the clarity of foreign assets held by US persons, the IRS now requires that individual taxpayers complete Form 8938 with their tax returns, beginning with...
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January 11, 2012

Cameron Kauffman on the cover of California CPA

Eichstaedt and Lervold’s own Cameron Kauffman was featured on the cover of California CPA published by the California Society of CPA’s January/February issue. The article covers his involvement in Students Rising Above,...
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June 20, 2011

Tax Strategies for Small Business Investors

Jill Lervold, senior tax partner, recently spoke at the prestigious San Francisco Tax Club. She discussed the unique tax planning opportunities related to investing in qualified small business stock (QSBS). What is...
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