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...
Read More »
February 8, 2013
We are pleased to announce that Jill Lervold has accepted the position of managing partner for 2013. Jill has been a tax partner with the firm since 2004 and a CPA since 1989,...
Read More »
February 4, 2013
For the second year, we were invited to speak to at the Stanford Graduate School of Business on domestic tax issues related to graduate school expenses. On February 4th, Tracy Hom and...
Read More »
January 9, 2013
QSBS is stock of a U.S. C corporation with gross assets less than $50M, both before and immediately after the issuance of the stock. All corporations that are a part of the...
Read More »
January 2, 2013
Early on New Year’s Day, Congress passed a bill to avert automatic spending cuts and tax increases originally designed to save Congress from itself by gradually reducing the debt (aka “fiscal cliff”)....
Read More »
November 19, 2012
2012 Election is Over Barack Obama has won a second term, the Republicans have retained control of the House, and the Democrats have retained control of the Senate. Will the continued division...
Read More »
August 1, 2012
The Supreme Court recently affirmed a 3.8% surtax on investment income, part of the 2010 health care legislation. The following is effective beginning January 1, 2013: Who does this apply to? Individuals...
Read More »
July 10, 2012
As part of its initiative to increase the clarity of foreign assets held by US persons, the IRS now requires that individual taxpayers complete Form 8938 with their tax returns, beginning with...
Read More »
January 11, 2012
Eichstaedt and Lervold’s own Cameron Kauffman was featured on the cover of California CPA published by the California Society of CPA’s January/February issue. The article covers his involvement in Students Rising Above,...
Read More »
June 20, 2011
Jill Lervold, senior tax partner, recently spoke at the prestigious San Francisco Tax Club. She discussed the unique tax planning opportunities related to investing in qualified small business stock (QSBS). What is...
Read More »