Accounting & Tax News

Tax-related Identity Theft With the recent news regarding data breaches of personal information, the risk of tax-related identity theft continues to increase. Tax-related identity theft occurs when unauthorized persons either impersonate the taxpayer or the IRS to...

Realize recently teamed up with Project Open Hand, a volunteer-fueled charitable organization that strives to bring healthy meals to seniors, people with critical illness, and adults with disabilities. Project Open Hand offers medically-tailored foods that help...

Estate Planning and Insurance Policies: What You Need to Know to Protect Your Loved Ones As part of their overall estate plans, many of our clients purchase life insurance policies.  These offer them the security in knowing that their loved ones will not have to worry...

Although the Golden State is among the most coveted places to live in the United States, its heavy taxes can be discouraging. Taxed at the highest rates in the country, many California residents are incentivized to consider leaving the state but breaking residency in...

Do you own a bank account in another country or hold an interest in a company or partnership based outside of the United States? Do you have signature authority on foreign bank accounts that you oversee? Foreign assets such as these come with filing responsibilities...

Save Energy and Money with the Solar Tax Credit Are you considering becoming more “green”? The Solar Tax Credit may incentivize you to do so while saving the “green” in your wallet. There are significant tax savings opportunities available for those who wish to...