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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News
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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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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November 13, 2016
PROPOSED tax changes under President-elect Trump
With the close of the recent election, we are providing a summary of President-elect Donald Trump’s most recently proposed tax changes . Please be aware that the provisions below have not yet...
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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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