Read About - 7 Essential Steps for a Successful Exit Planning StrategyFebruary 28, 2024
As a business owner, having a succession or exit plan is essential to your company’s future
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Read About - Charities Having Credit Card Transactions DeclinedFebruary 26, 2024
As a result of California Assembly Bill 488 (CA AB 488), online payment platforms are required to confirm that charities are current in their status with the IRS, Franchise Tax Board, and Registry of Charitable Trusts
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Read About - Understanding California Residency vs. Domicile for Tax PurposesFebruary 12, 2024
At a Glance
Main Takeaway
Understanding your residency status is crucial when it comes to taxation, especially in California, a state known for its complex tax laws
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Read About - Outsourcing Accounting Services: What to Outsource, and WhenFebruary 8, 2024
Whether you run an early-stage business or an emerging growth company, you and your team may not have the time or experience to handle every aspect of the accounting responsibilities needed to operate smoothly
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Read About - OMB Proposed Rewrite of Uniform GuidanceFebruary 5, 2024
In September 2023, the federal Office of Management and Budget (OMB) released its proposed rewrite of the Uniform Guidance
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Read About - Proposed IRS Regulations for 401(k) ForfeituresJanuary 31, 2024
At a Glance
On February 27, 2023, the Internal Revenue Service (IRS) issued a notice of proposed rulemaking regarding the use of forfeitures in qualified retirement plans
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Read About - Schedule K-1: A Guide for Real Estate InvestorsJanuary 29, 2024
At a Glance
Main Takeaway
As a real estate investor, particularly within a partnership or LLC, a Schedule K-1 is integral to your financial documentation
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Read About - Exit Planning: What Is It & Why Do It?
Read About - Sell-Side M&A Transactions and Tax Due DiligenceJanuary 22, 2024
At a Glance
Main Takeaway
The buying party often conducts in-depth tax due diligence when closing a merger or acquisition transaction
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Read About - Tax Relief for American Families and Workers Act of 2024January 22, 2024
The full bill has been released for the proposed Tax Relief for American Families and Workers Act of 2024
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Read About - The New Federal Audit ClearinghouseJanuary 17, 2024
Introduction
In October 2023, the General Services Administration launched the new Federal Audit Clearinghouse
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Read About - California Guidance on Other State Tax Credit and ReciprocityJanuary 10, 2024
https://windes.wistia.com/medias/v2owa3534x?embedType=async&seo=true&videoFoam=true&videoWidth=640
At a Glance
Main Takeaway
Understanding and navigating the complexities of state tax laws can be challenging for individuals earning income across state lines
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