November 13, 2016
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
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., 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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September 5, 2016
Modern technology has simplified the ability to make financial payments. Various online services such as Paypay, Venmo, and numerous others allow for efficient and secure transfers of money. Tax payments are no...
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August 24, 2016
On August 2, 2016, the Treasury issued proposed regulations under Section 2704(b)(4) of the Internal Revenue Code. If enacted, these proposed regulations would significantly limit or eliminate the use of valuation discounts...
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August 5, 2016
Many of our clients have been fortunate enough to have invested in early stage companies who have ultimately done well. But as we all know, investments in start-ups can be very risky,...
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June 27, 2016
Gifting without Loss: More Efficient Ways to Transfer Assets to Friends and Family Many clients are rightfully wary of tax-related limitations when transferring money or other assets to friends and family members....
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May 23, 2016
Retirement plans are a great option if you are looking for ways to possibly defer your current tax liability. There are a variety of retirement plans to choose from that will best...
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May 2, 2016
The IRS has continued to enforce the reporting of foreign assets. Failure to properly report either direct or indirect ownership of foreign assets could result in at least $10,000 in fines and...
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March 28, 2016
The Net Investment Income Tax (NIIT) has been an unwelcome surprise for many high-income taxpayers. The Net Investment Income Tax was implemented in 2013 to assist in defraying the cost of the...
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