January 8, 2014
If you are self-employed, you have several flexible options to save for retirement. We recommend the following two options, both of which offer tax-deductible contributions and tax-deferred growth. Simplified Employee Pensions...
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December 9, 2013
Capital-gains exclusions and deferrals remain in place for federal purposes (Originally posted on the Wall Street Journal) By Daisy Maxey Updated Dec. 5, 2013 9:17 a.m. ET Financial adviser Sanjeev Sardana is...
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December 4, 2013
With end of year approaching, here are 10 tax-saving ideas to consider before the end of 2013. We look forward to discussing which actions might benefit you. QSBS There is no federal tax...
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July 30, 2013
Join us on Friday, August 9th as we stream America’s Cup LIVE with a spectacular bird’s eye view of the America’s Cup Pavilion from our 35th floor office. Friday’s festivities will start...
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June 28, 2013
Businesses that operate in more than one state apportion, or allocate, their taxable income on their annual state tax returns based on factors such as sales, property and payroll. With the passing...
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June 5, 2013
The California State Board of Equalization (BOE) continues to increase its enforcement of use tax reporting. As part of that effort many of our clients have received notices from the BOE concerning...
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May 1, 2013
The IRS continues to step up its enforcement of foreign assets, imposing substantial penalties for noncompliance. The deadline to file Form TDF 90-22.1 – Report of Foreign Bank and Financial Accounts (FBAR)...
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April 1, 2013
Our clients often ask about alternative methods of making tax payments in lieu of mailing in a physical check. As we approach the April 15th tax filing deadline, we wanted to provide...
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March 19, 2013
Keiretsu Forum March 19, 2013 Presented in conjunction with Hanson Bridgett Tracy Hom, in conjunction with Fred Weil and Christopher Karachale from Hanson Bridgett, was pleased to present on Qualified Small Business...
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February 28, 2013
Direct IRA to Charity Donations As part of The American Taxpayer Relief Act of 2012, charitably inclined IRA owners can make qualifying charitable distributions (up to $100,000) directly from their IRA’s in...
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