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Corporate Transparency Act
The Corporate Transparency Act (“CTA”) is a new law that will require most of our clients to report information regarding their…
Giving Tuesday | A Catalyst for Good Since 2012
Giving Tuesday began in 2012 with a simple idea: a day dedicated to inspiring people to do good. Over the years, it has evolved into a…
Decoding Philanthropic Designs: DAFs, Foundations, Support Orgs
Designing Your Family’s Philanthropy: DAFs, Private Foundations, and Supporting Organizations A “school of virtue” – that’s how…
AB 150 – What is it and what does it do?
California Assembly Bill 150 (“AB 150”) is the long awaited California “work around” to the federal income tax deduction limitation on…
Supreme Court Orders California to Permit Indoor Worship Services
Last Friday, February 5, in a 6-3 decision, the U.S. Supreme Court ordered the State of California not to enforce its ban on indoor worship
IRS Audit Targets
Imagine playing in a competitive game where you know your opponent’s basic strategies and operating procedures. That’s a nice advantage, and
IRS Issues EO Update Bulletin Announcing COVID-19 Relief Extension to Form 990-Series Returns
Yesterday, the Internal Revenue Service (the “Service”) issued an EO Update bulletin, which addressed nine topics relevant to tax-exempt organizations. The first of those topics helped further clarify information contained
Another Tax Time Machine!
My last article dealt with the doctrine of “rescission”—the ability to go back in time to “re-do” a transaction for tax purposes. If you comply with the rescission requirements, you
A Tax Time Machine
On occasion, I come across interesting ideas involving taxation. It will be fun to share some of these ideas, and I will be doing a few more articles about some
The Practicalities of Avoiding California Residency (Including Social Media and Other Observations)
In my previous articles on avoiding California residency, we saw that residency questions are ultimately decided by establishing the state with which someone has the “closest connection” during a tax