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What we should be doing now

A qualified life annuity contract helps retirees with guaranteed payments to last their entire lives

Are you an investor or a trader? While trader status is difficult to achieve, if a taxpayer qualifies, he or she can deduct investment-related expenses.

Have you lost your job and collecting unemployment? Or are you fortunate to be working from home because of the pandemic? Both of these situations could have tax implications.

Companies looking to grow in the near future may need working capital to do so. A mezzanine loan might be a viable source of such funds but be sure to read the fine print.

Do your employees travel for business within the continental United States? If so, be advised that the IRS recently released new per diem rates that will apply beginning on October 1st.

Two major AB 5-related developments are taking shape as we go to press

Of the 12 propositions that will be on the California ballot in November, two of them would make big changes to long-standing property tax laws.

With a life shock as monumental as the COVID-19 pandemic occurring in 2020, you might want to get an early start on reviewing your estate planning documents to ensure that they’re up to date.

The COVID-19 crisis has increased competitiveness in many industries, so a strong business brand is more important than ever.

When your business is ready to start hiring, if it’s not already, a thorough onboarding program will help new hires feel safe and ready to hit the ground running.

Tax liabilities don’t go away if left unaddressed. Here’s a look at what happens in the event you (or someone you know) can’t pay taxes on time.

After paying into Social Security for all your working years, you may be surprised to learn that the benefits may be taxed in retirement. Here are the rules.

The COVID-19 crisis has drawn a lot of attention to supply chains. On this front, business owners should be on the lookout for “concentration” risks.

IRS: New law provides relief for eligible taxpayers who need funds from IRAs and other retirement plans

Scholarships are generally tax-free but there are times when academic awards result in taxable income

Once your 2019 tax return has been filed, there still may be some issues to consider

A big tax bill or a large refund may mean you don’t have the correct amount of tax withheld from your paycheck. Here’s how to avoid this next year.

If you’ve inherited assets or you’re planning your estate, it’s crucial to understand the fair market value basis rules

Every year scammers add new twists to well-known tax-related scams and 2020 is no exception