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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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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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...
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October 23, 2016

New Due Dates for 2016 Tax Returns

Congress recently revised the  due dates for the 2016 tax year as part of a broader highway funding bill and allow for a more logical flow of data.  The new dates apply...
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September 19, 2016

Partnering with Sydney Paige Inc.

Partnering with Sydney Paige Inc., team members of Realize CPA stuffed 200 backpacks with essential school supplies. The backpacks will be distributed to underprivileged children throughout the San Francisco School District. “One...
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