| Ramping up to the election, we get lots of questions about potential tax changes. Below are some proposals that are on the table – summarized in plain English!
Increase to Top Marginal Tax Rate Increase to Qualified Dividends and Long-Term Capital Gains Tax Loss of Stepped-Up Basis upon Inheritance Federal Estate Tax Exemption |
Keep Reading
Understanding the Tax Implications of Conducting Business in California
What does conducting business in California actually mean? There has been a lot of confusion around this topic, and it’s only increased in complexity since people working remotely and moving to other states either temporarily or permanently became more common during and after the pandemic. When is someone considered to be conducting business in California? […]
Secure Your Future with the California Private Retirement Trust (PRT)
We recently participated in a panel discussion titled “Exit Chronicles—The Journey to a Successful Business Exit.” The panel featured practical advice from CPAs (including us), wealth advisors, estate planning attorneys, business attorneys, bankers, business brokers, and M&A advisors. Here is the link for the whitepaper. Below, we’ve outlined 3 key takeaways from a CPA’s perspective. Accuracy of […]
The Journey to a Successful Business Exit
We recently participated in a panel discussion titled “Exit Chronicles—The Journey to a Successful Business Exit.” The panel featured practical advice from CPAs (including us), wealth advisors, estate planning attorneys, business attorneys, bankers, business brokers, and M&A advisors. Here is the link for the whitepaper. Below, we’ve outlined 3 key takeaways from a CPA’s perspective. Accuracy of […]
Join our newsletter
Check out of some of the topics we’ve written about! Hope they help, or perhaps even spark a conversation. If you want to regularly receive these kind of updates, please sign up for our newsletter.