Tax Planning vs. Financial Planning: Why You Need to Understand the Difference
Many business owners assume tax planning is something to think about later – often lumped together with retirement or viewed as a byproduct of financial
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IRS Encourages Tax Pros to WARN Clients: ID Theft Against Employers
A swelling wave of identity theft attempts against employers has the IRS pretty concerned. So much so, it is offering advice about how business owners
Taxpayers Proceed With Caution Warns the IRS
Not so fast, taxpayers! Proceed with caution, warns the IRS, after New York and New Jersey approved workarounds involving charitable organizations. Earlier this year New
Quill Overturned! – How Does This Effect Retailers?
Have you heard? The Supreme Court ruled on South Dakota v. Wayfair and Quill v. North Dakota has been overturned. What does this mean? Online
Sole Proprietorships and Corporations: Do Clients Understand the Difference?
Sole Proprietors and Corporations Have you noticed? Small businesses have been populating the business landscape in clusters? They represent all industries, sizes, and varieties. Some
Brace For the Impact Federal Tax Cap on State and Local Deductions
Will new charitable tax credits being considered by California and other states have any impact on the 2017 federal tax overhaul’s cap on state and
California Courts Put the Squeeze on Statewide Hiring Practices
In an effort to even the playing field, a unanimous decision by the California Supreme Court recently put business owners across the state in somewhat
Tax Changes Coming How Will You Handle Mass Confusion?
Heads up. Changes are coming. We know—old news. But as rapidly as tax laws have been changing, be sure to keep this top of mind.
Famed Hedge Fund Manager Makes History with Billion Dollar Bet
It was one of the greatest financial bets of all time. Hedge fund manager John Paulson bet big against subprime mortgages ahead of last decade’s
Just Get Me the Bleeping Stuff – How to Get Clients to Give You What You Need
We’ve all been there. You’re in the middle of preparing a tax return for a client, you’re missing a document or the answer to a
5 Ways To Connect With Your CPA Partners, “Just Because”
A lot of professionals feel like they have to keep their work life completely separate from their personal life. If you’re one of those professionals,