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• Tax Implications of Gifted Stock (PDF)
• Work Opportunity Tax Credit (DOCX)
• IRS Auto Expense Requirements (PDF)
• Qualified Longevity Annuity (PDF)
• Club Dues (PDF)
• S Corporation And Partnership Basis (PDF)
• Independent Contractor vs. Employee (PDF)
• Charitable Donations (PDF)
• Is it a Business or Hobby (PDF)
• Tax Credits (PDF)
• Offers In Compromise (PDF)
• IRS Article Jan. 19, 2022 (PDF)
• IRS Independent Office of Appeals (PDF)
• IRS 2022 Inflation Changes (PDF)
• Backup Withholding (PDF)
• Procedures when closing an unincorporated business (Sole-Proprietorship) (PDF)
• Employee or Independent Contractor (PDF)
• Businesses, charities, others with Employer Identification Numbers must update responsible party information within 60 days of any change (PDF)
• Supreme Court Bungles States Rights Issue (PDF)
• Things to consider when selling a principle residence
• Where’s My Refund? (PDF)
• ARPA-Enhanced-Child-and-Dependent-Care-Credit (PDF)
• Teachers can deduct PPE Expenses (PDF)
• IRS Updates Adequate Disclosure Rules (PDF)
• The FAVR Car Allowance Method (PDF)
• Alternative Business Mileage Methods (PDF)
• Business provisions of the Consolidated Appropriations Act 2021 (PDF)
• Employee Benefits that can be excluded from Employee Income (PDF)
• ABLE Accounts for Individuals with Disabilities (PDF)
• Taxpayers Have the Right to Representation When Facing the IRS (PDF)
• Innocent Spouse Relief Granted (PDF)
• Strategies in Dealing with IRS Collections (PDF)
• Offer in Compromise (PDF)
• Are You a California Resident for Tax Purposes? (PDF)
• Tax Court Finds Loss from Sale of Property Not Deductible (PDF)
• New Law Provides Relief for Those Eligible Who Need Funds from IRAs and Other Retirement Plans (PDF)
• Partial PPP Loan Forgiveness (PDF)
• IRS Accepting Cash (PDF)
• Reporting Cash Transactions to the IRS (PDF)
• Taxpayer Advocate Finds IRS Inconsistent and Unreliable (PDF)
• IRS Announces Rollover (PDF)
• IRS Launches Get My Payment Online Application to Assist with Economic Impact Payments (PDF)
• IRS Opens Online Application for Economic Impact Payments (PDF)
• IRS Extends Tax Deadlines for Individuals, Trusts, Estates, and Corporations (PDF)
• Individual Tax Relief Provided by the CARES Act (PDF)
• Business Tax Relief provided by the CARES Act (PDF)
• IRS Releases Details on Coronavirus Economic Payments
• Trump signs $2.2 Trillion U.S. Coronavirus Stimulus Package (PDF)
• Employee Tax Credits Starting April 1 IRS Notice 2020-21 Just Issued (PDF)
• Treasury Secretary announces 90-day Payment Extension for taxpayers (PDF)
• IRS Announces Plan to Implement Coronavirus-Related Paid Leave and Tax (PDF)
• Credits for Small and Midsize Businesses (PDF)
• Extension-for-Tax-Payers (PDF)
• Adoption Tax Credit (PDF)
• IRS Increases Visits to High-Income Taxpayers (PDF)
• Employment of Minors (PDF)
• Are You a California Resident for Tax Purposes (PDF)
• Postmark Rule (PDF)
• Household Employment Tax Filing are Due January 31st. (PDF)
• IRS Issues Tax Guidance on Discharged Student Loans (PDF)
• IRS Issues Standard Mileage (PDF)
• The New IRS Form W-4 (PDF)
• Congress Passes Tax Extender Legislation (PDF)
• Creating Strong Passwords Can Protect from Identity Theft (PDF)
• Avoid Phishing Scams from Identity Thieves (PDF)
• Cyber Monday Shopping Should Include Safeguards (PDF)
• The Newly Revised Child Tax Credit forTaxpayers with Incomes Up to $400,000 (PDF)
• Be Aware of Property Lien Scam (PDF)
• IRS Finalizes Safe Harbor (PDF)
• IRS Warns of Revocation of Passports (PDF)
• Internal Revenue Code Section 199A & New Safe Harbor Rule for Real Estate (PDF)
• How Tax Free Like-Kind Exchanges Work (PDF)
• Primary Elements of IRS Section 1031 Exchanges (PDF)
• Worker Misclassification Risks (PDF)
• Installment Plan Request (PDF)
• Tax Considerations when getting Married (PDF)
• Tax Implications when Selling your Home(PDF)
• IRS has Major Error (PDF)
• Expanded Depreciation Expensing (PDF)
• Backup withholding Rate 24% (PDF)
• Still Working Exception to Retirement Plan (PDF)
• Changing Your Name (PDF)
• New Child Tax Credit (PDF)
• What we do (PDF)
• New Child Tax Credit (PDF)
• 24 percent withholding for Business (PDF)
• Social Security Wage Limitations (PDF)
• Standard Mileage Rates for 2019 (PDF)
• Independent Contractor Filing Changes (PDF)
• Annual Required Minimum Distribution (PDF)
• Qualified Transportation Fringe Benefits (PDF)
• Tax Reform Law (PDF)
• New Able Account Benefits (PDF)
• New Excess Business Loss Limitation (PDF)
• Casualty Losses Under the New Tax Law (PDF)
• Making Large Gifts (PDF)
• S Corporations may want to convert to a C Corporation (PDF)
• Higher Estate and Gift Tax Limits for 2019 (PDF)
• 401(k) Plans for the Small Business Owner (Doc)
• The New 20% Pass through Deduction (PDF)
• Social Security to Provide 2.8% COLA for 2019 (PDF)
• Year End Tax Planning (PDF)
• New IRS Guidance on 529 Plans (PDF)
• Things That We Do (PDF)
• The New Tax Law Pass through Deduction 199A (PDF)
• How the IRS Contacts Taxpayers (PDF)
• Charitable Giving Alternatives (PDF)
• Medical Marijuana (PDF)
• Tax Court (PDF)
• U.S. Supreme Court (PDF)
• Section 509 Plans (PDF)
• Limitations on Home Mortgage (PDF)
• IRS 2018 Standard Mileage Rates (PDF)
• New-Tool-for-Exempt-Organizations (PDF)
• Bartering Transactions are Taxable (PDF)
• Website IRA Deposits (PDF)
• The Home-equity Mortgage Deduction is back! (PDF)
• Charitable Donations (PDF)
• Standard Mileage Rates for 2018 (PDF)
• Delinquent-Taxes-Can-Jeopardize-Passports (PDF)
• SSA Corrects upcoming increase to Wages Subject to Social Security (PDF)
• Proposed Tax Legislation (PDF)
• Rules Related to Charitable Donations (PDF)
• IRS Starts Travel Restrictions for Tax Debtors (PDF)
• IRS Updates per Diem Rates for Business Travel (PDF)
• Gambling Winnings and Losses (PDF)
• Is your vacation deductible for tax purposes? (PDF)
• IRS Revokes Passports for Taxpayers with Unpaid Taxes (PDF)
• Mortgage Deduction Allowed to Equitable Owner (PDF)
• Newlyweds Plans (PDF)
• Nevada is not a Tax Haven for Californians (PDF)
• Written Acknowledgement Requirement for Donated Vehicles (PDF)
• When the IRS Letter Arrives (PDF)
• Inherited IRA’s (PDF)
• Health Savings Accounts (HSA’s) Used for Retirement Savings (PDF)
• U.S. Immigrant Taxation (PDF)
• Work Opportunity Tax Credit (PDF)
• Social Security Taxes up in 2017 (PDF)
• New FBAR Filing date is April 18th.pdf!! (PDF)
• Medical Expenses (PDF)
• Deducting Points (PDF)
• Problems with IRA’s Held in Trust (PDF)
• Employee Expense Rules & Substantiation Requirements (PDF)
• Keeping Records (PDF)
• Early Withdrawals from Retirement plans (PDF)
• Choosing the Right Filing Status (PDF)
• The Earned Income Tax Credit (PDF)
• IRS Releases 2017 Auto Fringe Data (PDF)
• Business Mileage (PDF)
• Energy Tax Credits (PDF)
• Adopted Anyone (PDF)
• Dependents and Exemptions (PDF)
• The Mystery of Social Security Explained! (PDF)
• Business or Pleasure (PDF)
• Business Income – Form 1099 (PDF)
• California Paid Sick Leave Law (PDF)
• Capital Gains and Losses
• Charity Travel (PDF)
• Child Tax Credit
• Claiming the Child and Dependent Care Credit
• Contribute to an IRA for 2014 (PDF)
• Donating Capital Assets
• Education Tax Credits
• Education Tax Credits (PDF)
• Employee Business Expenses (PDF)
• Employee Expenses (PDF)
• Employee or Independent Contractor (PDF)
• Filing Status Consideration During Divorce (PDF)
• Foreign Income and Asset Reporting Requirements (PDF)
• Forming an S Corporation (PDF)
• Inherited IRA’s (PDF)
• IRS Rules Relating to Donations (PDF)
• Moving Expenses (PDF)
• Report your Winnings! (PDF)
• Reporting Foreign Income (PDF)
• Sale of Your Personal Residence (PDF)
• When are Social Security Benefits Taxable (PDF)
• Some Rules Relating to Donating Capital Assets (PDF)
• Tax Issues to Consider as you Near Retirement Age (PDF)
• The Additional Medicare Tax (PDF)
• The Child and Dependent Care Tax Credits (PDF)
• Thinking About Divorce (PDF)
• Vehicle Donations (PDF)
• Independent Contractor vs Employee Status (PDF)
• Financial Statement Explanation – The Balance Sheet
• Hobbies
• The Home Office Deduction (PDF)
• Independent Contractor Guidelines
• Investment Property – Special and Complex Rules
• IRS Payment Options
• Keeping Good Records
• Making Tax Payments to the IRS
• 2017 Mileage Rates (PDF)
• Mortgage Debt Relief May Be Non-Taxable
• New Form for Employees Misclassified as Independent Contractors
• Spousal Social Security Issues
• Tax Free States such Nevada are Not a Shelter from California or other State Taxes
• The Accountants’ Report
• The Wonders of Alimony
• Vehicle Donations
• Ways to Pay the IRS
• Federal Education Tax Credits
• Tax Rules for Children with Investment Income (PDF)
• We DO Have a Flat Tax! (PDF)
• College Tax Credits (PDF)
• Penalties for Not Filing Tax Returns (PDF)
• Nevada is not a tax haven for Californians (PDF)
• Charitable Donation Documentation Requirements (PDF)
• Splitting an inherited IRA before Year-End (PDF)
• Employee Gifts (PDF)
• Tax Cuts and Job Cuts (PDF)
• Home Mortgage and Home Equity Loan Interest Jan 2018 (PDF)
• Legal Fees Taxation (PDF)
• Employment Verification Form I-9 (PDF)
• Offers In Compromise
• Do you have Household Employees
• Original Tax Return Starts the Running of Limitations Period
• Saying “I do” might mean more than you thought!
• Businesses must report nonemployee compensation and backup withholding
• Teacher’s Expenses that may be deductible
• Estimated Tax Requirements
• Spouse who knew taxes weren’t paid received equitable innocent spouse relief
• Backup Withholding (PDF)
• Withholding and Reporting Nonemployee Compensation (PDF)
• Paying the IRS (PDF)
• Married taxpayers should always make payments with the husband’s social security number (PDF)
• 401K Changes (PDF)
• From the desk of Starting a business (PDF)
• From the desk of Home improvements (PDF)
• Tax Benefits of Home Ownership (PDF)
• Standard Mileage Rates for business use in 2025