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In our prior newsletter, I discussed the SBA Paycheck Protection Program which is designed to provide forgivable loans to assist businesses during these challenging times. Today the Treasury [...]

The past week has brought more changes to our tax law and business environment and my goal is to continue to summarize changes in this rapidly changing environment. We all face tremendous [...]

On Wednesday March 18, the IRS issued much anticipated relief in response to President Trump’s emergency declaration regarding the coronavirus pandemic. For all individual and non-corporate [...]

With today’s growing complexity of tax rules, two long-standing issues receiving more IRS and FTB scrutiny and triggering audits are the decision of whether individuals are independent [...]

Patient investors generally have prospered over the long term. Nevertheless, there are many reasons for selling stocks. Knowing the basics can help improve your tax position. Selling shares held [...]