Tax Planning & Services

Many financial events in your business and personal life can influence your tax position over a period of years. That’s why it’s so crucial to obtain expert advice on tax planning strategies available… [Read More]

Latest News

Greg Lewis to speak at Manufacturers Bank Symposium Q2 – 5/20/16

Manufacturers Bank Symposium Q2 May 20, 2016 8:30 AM - 11:30 AM PDT Event Description: https://vimeo.com/163280141/654ed0e065 Los Coyotes Country Club 8888 Los Coyotes … [Read More...]

Sherry Radmore Discusses No More Inconsistencies in Estate Tax and Income Tax Basis

Effective for any assets that were reported to the Internal Revenue Service on an estate tax return filed after July 31, 2015, the value of any asset reported on the estate tax … [Read More...]

Important Ages on the Road to Retirement

To make the most of your retirement benefits, including 401(k)’s, individual retirement accounts, Social Security and Medicare, you need to meet deadlines. Here is a quick guide to … [Read More...]

Hiding Money or Income Offshore During the 2016 Filing Season

The Internal Revenue Service wrapped up its annual “Dirty Dozen” list of tax scams earlier this year, alerting taxpayers to guard against any ploys to steal their personal … [Read More...]


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