Refund Statute Expiring: Don’t Miss Out!
If you have not yet filed your 2017 tax return and have a refund coming, time to claim that refund is running out! The IRS estimates that more than 1.35 million
Qualified Small Business (QSB) Stock Gain Exclusion: Who Can Take Advantage and How to Do It
The Section 1202 gain exclusion on the sale of Qualified Small Business (QSB) stock can offer many benefits for those who can take advantage of it, but the requ
Running a Trading Business – and What it Means for Your Taxes
There are specific criteria for being considered a “trader” or qualifying as a “trading business.” Here’s how operating a trading
Video tip: Made a Mistake in Your Tax Return?
Watch this quick video for helpful tips about what to do when you make a mistake in your tax return.
Entrepreneur Success Stories: Zapier
Software company Zapier has grown to a valuation of over $5 billion in just 10 years. The founders persisted through challenging times and took very little vent
Archegos Margin Call: What Happened and Why Wall Street is Shocked
The family office of Archegos Capital Management was hit by margin calls at the end of March, which may have saddled many banks with multibillion-dollar losses.
Don’t Overlook Foreign Account Reporting Requirements
Some of the largest penalties for failing to file a report with the Government are associated with reporting dealings with foreign financial institutions. U.S.
Video: Tax Filing Deadline is Rapidly Approaching
The deadline to file the 2020 federal tax return has been moved to May 17, but time is running out. Call us to schedule an appointment as soon as possible.