April 1, 2013

Electronic Payment Options

Our clients often ask about alternative methods of making tax payments in lieu of mailing in a physical check. As we approach the April 15th tax filing deadline, we wanted to provide...
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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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