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The elegant black box with a glimmering gold ribbon lay delicately on the polished floor, promising a surprise waiting to be unwrapped through the art of gift wrapping

Year-End Gifting and Estate Planning Tips

by Frank Miltenberger With the year coming to a close, now is a perfect time to think about your gift
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Two women enjoying a celebration with champagne glasses, smiling and toasting.

Feeling Charitable? Be Sure You Can Substantiate Your Gifts

As the end of the year approaches, many people give more thought to supporting charities they favor. To avoid losing
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Car driving in rain and flood.

Not Every Disaster Allows for a Casualty Loss Tax Deduction

Many Americans have become victims of natural disasters in 2024. Wherever you live, unexpected disasters may cause damage to your
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American election flag at sunrise on dewy grass.

The U.S. Election Outcome Likely to Have Major Impact on Taxes

Having won control of the White House, the Senate and the House of Representatives, Republicans will have the opportunity to
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Woman in office taking notes.

Unlocking Tax Savings: The Benefits of a Cost Segregation Study

A cost segregation study allows a business property owner to accelerate depreciation deductions. That, in turn, enables the owner to
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Don’t Miss This Important Deadline: Required Minimum Distributions

If you’re subject to required minimum distributions (RMDs), you must take your 2024 RMD by Dec. 31 to avoid penalties.
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One person giving another person a gift.

Business Gifts: What’s the Tax Treatment?

During the holiday giving season, keep the following tax limits in mind. Your business can deduct only up to $25
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Hands of someone writing in a notebook and working at a computer.

2025 Depreciation and Pension Credits: Year-End Tax Planning

by Natalie Nguyen As the holiday season kicks into full swing, it’s easy to get caught up in the festivities
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Modern office building behind the leaves of a maple tree.

571-L Business Property Statement Reminder

California law requires an annual tax based on business property owned as of 12:01am on January 1st, 2025. The tax
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