This is my favorite time of year. Not only because of the holidays, but right now, at the very end of the year, I can actually get my clients to do some...
Read MoreDo we have the correct auditor for your non-profit?
It’s that time of year again, the end of the year means it’s time to audit the financial records for your organization. Do we use...
Read MoreIs there too much trust in our organizations?
No owner of a business or executive director of a non-profit wants to think that their employees would ever steal from them. The people in our organizations become...
Read MoreAre you an Investor or Real Estate Professional?
Many of you reading this article have real estate property that you lease to others. If you have several rental properties that indicate...
Read MoreNew Rules for Exempt and Salaried Employees
On May 18, 2016, President Obama and Secretary Perez revealed the publication of the Department of Labor’s final rule updating the overtime regulations. The Final Rule...
Read MoreWho is on your Team
In business, you need all the help you can get. You need a team behind you that can help you maneuver the many complicated areas we all must overcome...
Read MoreSomeone Filed a Tax Return Using My Identity! What Do I Do?
If someone uses your information to file a fraudulent tax return, they are looking to get your tax refund. You'll want to work with the IRS as soon as you discover...
Read MoreSave on Energy, Save on Taxes
The heat of summer is here! As the temperatures rise, so will your utility bills. Federal tax credits are still available, but outside solar, the credits may not be enough to make...
Read MoreOrdering off an Employers' Cafeteria Plan
How do I order off of my employers’ cafeteria plan? The name may not make sense but the benefits do...
Read MoreIt's Time to Start Thinking About 2016 Tax Planning
Although tax season just finished, it’s never too early to start planning for next year. There are things you can do now to take advantage...
Read MoreBusiness Personal Property Tax (Form 571-L)
It’s that time of year when businesses will be receiving notices from county tax assessors requesting a business personal property tax return to be...
Read MorePedro Talks Taxes with CBS Local 2
Partner Pedro Rincon met up with Kris Long from CBS Local 2 to talk about taxes.
Read MoreGetting ahold of the IRS
Anyone who has ever had to call the IRS after receiving a notice in the mail will tell you to expect a long hold time. It can be a challenge to...
Read MoreCommunication is Paramount
With the ever increasing complexity in the tax code, it’s imperative to stress the importance of communication with your tax professional. As taxpayers, it seems...
Read MoreThe Negative Impact of Retaining Income in a Trust
As a result of the Affordable Care Act, almost all trusts with net taxable income in excess of $12,300 are realizing an additional 3.8% Net Investment Income Tax (NII Tax) on Net Investment Income (NII) retained...
Read MoreMerry Christmas from Washington
On Saturday December 18th, President Obama signed the much anticipated PATH (Protecting Americans from Tax Hikes) Act of 2015. This Act extended...
Read MoreDoing Good Can Save You Tax Dollars
If you are planning to make a contribution to a charity, you should consider donating appreciated stock from your investment portfolio instead of cash. The DOW has improved greatly since the market low of 6400 in 2008. Investors are starting to pay capital gains again on the sale of their stocks...
Read MoreBoard Member
So you decided to serve on a local non-profit board, you are excited to be able to serve an organization that serves your community and at your first meeting...
Read MoreDoes Your Business Need an Audit?
As an owner of a privately held business, you may have concerns about why a company might need audited financial statements. Financial statement audits provide the highest level of assurance. They can only be performed by a Certified Public Accountant. Audits provide....
Read MoreThe Affordable Care Act and it's Impact on your Business
The year 2015 marks a milestone in the implementation of the Affordable Care Act. This year, applicable large employers will be subject to both the 1095-C reporting requirements and employer mandate penalties if they do not provide minimum essential health coverage to their...
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