January 25, 2016
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
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, 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
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
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
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
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 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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May 12, 2015
The IRS has continued its program to enforce the reporting of foreign assets. Failure to properly report either direct or indirect ownership in foreign assets could result in at least $10,000 in...
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February 27, 2015
For years, the US has been one of the most generous countries in the world. There are many charitable vehicles available to accomplish both your charitable and personal goals. We address some...
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