January 1, 2017
Partner Announcement
We are pleased to announce that Greg Biagini has been promoted to Tax Partner as of January 1, 2017. Greg specializes in providing tax consulting and compliance services to high net worth...
Read More »
News
December 2, 2016
2016 Year-End-Tax Planning Advice
As we approach the end of the year, we are offering several tax-planning tips for your consideration. The recent election and potential tax reform on the agenda for next year may necessitate...
Read More »
November 13, 2016
PROPOSED tax changes under President-elect Trump
With the close of the recent election, we are providing a summary of President-elect Donald Trump’s most recently proposed tax changes . Please be aware that the provisions below have not yet...
Read More »
October 23, 2016
New Due Dates for 2016 Tax Returns
Congress recently revised the due dates for the 2016 tax year as part of a broader highway funding bill and allow for a more logical flow of data. The new dates apply...
Read More »
September 19, 2016
Partnering with Sydney Paige Inc.
Partnering with Sydney Paige Inc., team members of Realize CPA stuffed 200 backpacks with essential school supplies. The backpacks will be distributed to underprivileged children throughout the San Francisco School District. “One...
Read More »
September 5, 2016
Electronic Payments Options for Tax Payments
Modern technology has simplified the ability to make financial payments. Various online services such as Paypay, Venmo, and numerous others allow for efficient and secure transfers of money. Tax payments are no...
Read More »
August 24, 2016
Estate Planning Alert – Valuation Discounts at Risk
On August 2, 2016, the Treasury issued proposed regulations under Section 2704(b)(4) of the Internal Revenue Code. If enacted, these proposed regulations would significantly limit or eliminate the use of valuation discounts...
Read More »
August 5, 2016
Angel Investors – Are You Leaving Money on the Table?
Many of our clients have been fortunate enough to have invested in early stage companies who have ultimately done well. But as we all know, investments in start-ups can be very risky,...
Read More »
June 27, 2016
Efficient Ways to Transfer Assets to Friends and Family
Gifting without Loss: More Efficient Ways to Transfer Assets to Friends and Family Many clients are rightfully wary of tax-related limitations when transferring money or other assets to friends and family members....
Read More »
May 23, 2016
Retirement Plans
Retirement plans are a great option if you are looking for ways to possibly defer your current tax liability. There are a variety of retirement plans to choose from that will best...
Read More »