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Reminder to File Your 1099s

Reminder to File Your 1099sForm 1099 Filing Requirements and Due Dates As we wrap up the year and prepare to hit the ground running, here is a reminder of how, when and if you need to file Forms 1099-NEC and 1099-MISC. The following general guidelines are meant to assist you

Health Insurance Premiums Paid for S-Corporation Shareholders

Health Insurance Premiums Paid for S-Corporation Shareholders Download: Health Insurance Premiums Paid for S-Corporation Shareholders. To comply with the Internal Revenue Service regulations regarding health insurance provided to an employee who owns a 2% or greater interest in an S-Corporation (a “2% shareholder-employee”), the health insurance premiums for the 2%

Divorce Checklist

Divorce Checklist

Divorce is emotional. Which is why it’s good to have a team in place looking out for your best interests. That includes your finances. Generally, we recommend divorcing spouses each work with their own financial advisor, that way you know your advisor is looking out for your best interests

Buy Vs. Rent: Data Suggests The Decision Has Never Been More Clear-Cut

Buy Vs. Rent: Data Suggests The Decision Has Never Been More Clear-Cut

Chasing Deadlines

Chasing Deadlines

In the world of tax accounting, adapting to new deadlines is part of the game. This year, we've been on a marathon, with the IRS setting a new finish line at November 16th for California storm victims (source: IRS Newsroom). This recent change marks the third relay race

Navigating the Tax Galaxy: Our Recent Journey at Super Seminar 2023

Navigating the Tax Galaxy: Our Recent Journey at Super Seminar 2023

We recently had the pleasure of attending Super Seminar 2023. With over 40 years of history under the guidance of the California Society of Enrolled Agents (CSEA), Super Seminar sets the standard as a beacon for professional development. Attendance at this event affords participants a wealth of knowledge, tools, and

AN ECONOMIC AND MARKET UPDATE - JULY 2023

AN ECONOMIC AND MARKET UPDATE - JULY 2023

EXECUTIVE SUMMARY * American Economy: a surprisingly robust start to 2023. * Pandemic cash is running out and student loan forbearance is coming to an end. * Short-term savings and emergency fund alternatives abound; now is a good time to look at how you are holding your money and whether better yielding alternatives