March 7, 2018
The Nanny Tax
What is the True Cost of Employing Household Staff? When families hire household help (nannies, caregivers, house cleaners, et al), it is easy to overlook the possibility for the required “Nanny Tax,”...
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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...
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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...
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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...
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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...
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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...
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April 25, 2017
Foreign Asset Filing Requirements: Are You in Compliance?
Do you own a bank account in another country or hold an interest in a company or partnership based outside of the United States? Do you have signature authority on foreign bank...
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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....
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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...
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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...
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