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Articles
Guides
Contact Us
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Personal & Business Taxes
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About Us
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ARTICLES
Read the Latest
View our most recent articles here, to learn about our firm and our perspectives before taking the next steps.
Year-End Gifting and Estate Planning Tips
December 17, 2024
by Frank Miltenberger With the year coming to a close, now is a perfect time to think about your gift
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Feeling Charitable? Be Sure You Can Substantiate Your Gifts
December 2, 2024
As the end of the year approaches, many people give more thought to supporting charities they favor. To avoid losing
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Not Every Disaster Allows for a Casualty Loss Tax Deduction
December 2, 2024
Many Americans have become victims of natural disasters in 2024. Wherever you live, unexpected disasters may cause damage to your
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The U.S. Election Outcome Likely to Have Major Impact on Taxes
December 2, 2024
Having won control of the White House, the Senate and the House of Representatives, Republicans will have the opportunity to
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Unlocking Tax Savings: The Benefits of a Cost Segregation Study
December 2, 2024
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
December 2, 2024
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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Business Gifts: What’s the Tax Treatment?
December 2, 2024
During the holiday giving season, keep the following tax limits in mind. Your business can deduct only up to $25
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2025 Depreciation and Pension Credits: Year-End Tax Planning
November 29, 2024
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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571-L Business Property Statement Reminder
November 27, 2024
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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