February 7, 2014
2013 Tax Year in Review
Now that 2013 has come to a close and as we all prepare for 2014, here are important tax developments from last year that are sure to play a role in 2014...
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News
January 8, 2014
Self-Employed Retirement Plans
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
Bracing for End of California Cap-Gains Tax Break
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
Year-End Planning Tips for 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
Eichstaedt’s Summer Mixer
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
MULTISTATE BUSINESSES: New California Apportionment Method for 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
Use Tax
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
Reminder: Foreign Bank & Financial Accounts
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
Electronic Payment Options
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
Tax Benefits and Issues for Investment in Qualified Small Business Stock
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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