March 28, 2016
Net Investment Income Tax
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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News
February 19, 2016
Miscellaneous Taxes
While most people spend most of their time and energy to ensure that they are accurately reporting and implementing tax planning strategies to minimize income taxes, there are also a variety of...
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January 25, 2016
Recent Tax Legislation and Tax Savings Opportunities
As a follow up to our year-end planning email, we would like to provide you with some tax updates regarding recently passed Federal tax legislation. On December 18th, President Obama signed the...
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December 14, 2015
2015 Year End – Tax-Planning Advice
As the year quickly draws to a close, we wanted to offer a few tax-planning ideas to consider. We look forward to discussing what actions may benefit you the most in the...
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November 23, 2015
Realize CPA Honored as 2015 “Best” Firm
Realize CPA, LLP is proud to share that our firm was recently honored as both one of the 2015 Accounting Today’s Best Accounting Firms to Work for and 2015 INSIDE Public Accounting’s...
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October 6, 2015
Taxation of Equity Compensation
Equity compensation continues to be a popular way to incentivize and reward employees, unifying their compensation with the success of the company. The taxation of equity compensation can be extremely complex. We...
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August 31, 2015
100% Gain Exclusion Possible Starting This Year
Beginning September 28th, you may be eligible to exclude 100% of your capital gain from the sale of certain qualified small business stock (QSBS) on your Federal tax return. In order to...
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August 7, 2015
Document Retention To Keep or Not to Keep?
Good record keeping is an essential tool for your financial well-being. The question often arises about how long specific records should be kept. Disposing of records prematurely can create potential tax and...
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July 7, 2015
Protecting Yourself from Identity Theft
In our increasingly electronic and information driven world, attacks or fraudulent attempts to steal information are becoming more common. We wanted to offer some practical tips on how to protect your information...
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June 4, 2015
Estate Tax – Portability
Estate planning is often a complicated and time consuming process. However, it has also become an increasingly important one for many wealthy individuals, and its impact can be significant depending on a...
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