January 9, 2013

QSBS Requirements

QSBS is stock of a U.S. C corporation with gross assets less than $50M, both before and immediately after the issuance of the stock. All corporations that are a part of the...
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January 2, 2013

The Fiscal Cliff…What You Need To Know NOW

Early on New Year’s Day, Congress passed a bill to avert automatic spending cuts and tax increases originally designed to save Congress from itself by gradually reducing the debt (aka “fiscal cliff”)....
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November 19, 2012

Post Election Tax Updates

2012 Election is Over Barack Obama has won a second term, the Republicans have retained control of the House, and the Democrats have retained control of the Senate. Will the continued division...
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August 1, 2012

Federal Surtax on Investment Income

The Supreme Court recently affirmed a 3.8% surtax on investment income, part of the 2010 health care legislation.  The following is effective beginning January 1, 2013: Who does this apply to? Individuals...
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July 10, 2012

New Foreign Asset Disclosure Requirement

As part of its initiative to increase the clarity of foreign assets held by US persons, the IRS now requires that individual taxpayers complete Form 8938 with their tax returns, beginning with...
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January 11, 2012

Cameron Kauffman on the cover of California CPA

Eichstaedt and Lervold’s own Cameron Kauffman was featured on the cover of California CPA published by the California Society of CPA’s January/February issue. The article covers his involvement in Students Rising Above,...
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June 20, 2011

Tax Strategies for Small Business Investors

Jill Lervold, senior tax partner, recently spoke at the prestigious San Francisco Tax Club. She discussed the unique tax planning opportunities related to investing in qualified small business stock (QSBS). What is...
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