Maria Arriola and Sherry Radmore hosted a table at the OCBJ luncheon at the Hyatt Regency in Irvine on May 25th. Guests (from left to right) included Mari Kurtz, Lisa Gorelick, Wendy Richards, Janice Sidorick, Diane Lawrence and Ginny Shoji.
A great time was had by all who attended the CalCPA mixer and installation dinner at Zov’s in Tustin on May 6th. The smiling faces in the photo are Suresh Narayanamoorthy, Carol Painter, Greg Lewis, Sherry Radmore, Jeff Boxx, and Lee Weir. Throughout the evening they mixed and mingled with fellow CPAs and service providers.
Drivers who want to support the state’s agriculture industry can dig up $50 in addition to normal registration fees for license plates. The new plates will feature a white background with the word “agriculture” along the bottom. Plate profits will be used mainly for education and training programs in the secondary schools. But! Before the [...]
Grantor-retained annunity trusts (GRATS) have been a favorite estate planning tool to minimize gift taxes for larger estates. Congress is seriously considering a bill that, among other loophole-plugging items, will change the two-year term to a minimum ten-year term for any GRAT. If you presently have, or are considering setting up a GRAT, there’s no [...]
Required Minimum Distributions (RMD) from IRAs and pension plans are back in 2010. Any RMD not taken from your IRA or qualified plan by December 31, 2010 will be subject to a 50% penalty. To figure your RMD, use the value of your accounts as of December 31, 2009. Your ELLS advisor can help you [...]
Shareholder Maria Arriola hosts clients and referral sources at the Cal State Fullerton Mid Year Economic Forecast luncheon on April 20th at the Hyatt Regency in Irvine. From left to right in photo above are guests Heidi Larkin-Reed, President and CEO of the Orange Chamber of Commerce, Kevin Carter, President of Carter Commercial Group, Jackie [...]
Cost segregation is an Internal Revenue Service recognized application for commercial real estate owners. A cost-segregation study accelerates the depreciation of a building’s components into shorter depreciation categories such as five- seven- and 15-year rather than the conventional 27.5 and 39 year categories. Five and seven year categories may include items such as decorative building [...]
Even as it strips millions of dollars from its budget and grapples with biting unemployment, Santa Ana has put a new emphasis on attracting clean, energy-efficient companies. “We want to position Santa Ana as the clean-tech Silicon Valley of the future,” Mayor Miguel Pulido said in his remarks to the almost 300 business and community [...]
Life is better than ever for identity thieves these days. The more assets you have for them to feed on, the more attractive you become. Developing good habits is the key to keeping your personal information truly personal and out of the public domain. We recommend certain actions to take to subvert identity theft before [...]