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As you browse through our website, you will see that we have highlighted background information on our firm and the services we provide. We have also included useful resources such as informative articles (in our Newsletters section) and interactive financial calculators (in our Financial Tools section). In addition, we have taken the time to gather many links to external websites that we think would be of interest to our clients and visitors (in our Links section).

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Employers get first look at health insurance information reporting
Since passage of the Affordable Care Act, several key requirements for employers have been delayed, including reporting of health coverage offered to employees, known as Code Sec. 6056 reporting. A...
IRS Commissioner predicts bumpy 2015 filing season due to budget cuts
As the 2015 filing season approaches, IRS Commissioner John Koskinen is bracing taxpayers for more reductions in customer service unless the agency receives more funding. According to Koskinen, the...
Partnerships’ exposure to net investment income tax not always clear cut
The net investment income (NII) tax under Code Sec. 1411 is imposed on income from investments, certain sales of property, and income from passive activities. NII includes net gains from the sale o...
How do I...satisfy the moving expense deduction criteria of start of work, distance and time?
In certain cases, moving expenses may be tax deductible by individuals. Three key criteria must be satisfied: the move must closely-related to the start of work; a distance test must be satisfied a...
FAQ: Can a participatory wellness program require a specific outcome?
No. Participatory wellness programs do not require a specific outcome in order for a participant to receive a reward....
September 2014 tax compliance calendar
As an individual or business, it is your responsibility to be aware of and to meet your tax filing/reporting deadlines. This calendar summarizes important tax reporting and filing data for individu...

09/24/2014 Employment (Semi-weekly employment deposit)

09/25/2014 Business and Occupation/Privilege (Combined Excise Tax Return)

09/25/2014 Sales & Use (CETR)

09/26/2014 Employment (Semi-weekly employment deposit)

09/30/2014 Sales & Use (BOE-401-A2)

10/01/2014 Employment (Semi-weekly employment deposit)

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