The IRS has your Bitcoin on their radar - get prepared before the grace period ends on December 31st! There are some big changes on the brink when it comes to how you report Bitcoin on your taxes. This blog presents a summary of what you need to know about changes in Bitcoin (and other digital asset) income tax reporting for 2025.
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Integrated Wealth Management
Understanding how the change to the CA SDI wage cap works will help you prepare for a possible reduction to your take-home pay. This is also an opportunity to consider the risk of injury and how a longer-term disability would affect your financial goals.
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Thanks to the Corporate Transparency Act of 2021, business owners need to file Beneficial Ownership Information (BOI) Reports starting January 1, 2024.
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Whether you are young or old, it’s crucial that all of us get familiar with what Long-Term Care involves, what it could cost you, and the resources available to you.
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The tragic loss of life from collapse of the Champlain Towers South in Surfside Florida should be a wake-up call to condo boards across the country. Being on a Homeowners‘ Association (HOA) board is a serious job that comes with it a high degree of responsibility. Board members need to ensure the safety of residents as well as protect themselves. Here are five things you can do to help protect yourself from personal liability while serving on a HOA Board.
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Prop 19 has significant impact for residents of the state of California who are looking to pass on property as an inheritance.
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Do you plan for your child to inherit a home in California? If so, pay attention to recent developments related to Prop 19 and the impact it is likely to have on your property taxes.
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Many of us are now working from home due to the COVID-19 pandemic. Many of the major cities in the United States are on lockdown, and it is expected that many are to follow. Are there any tax tips for working from home during the coronavirus? Read on to find out.
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The IRS has announced that the tax filing and payment deadlines for individuals have been extended to July 15, 2020. It is important to note that this extension does not apply to every single thing related to your taxes. Please read this article to learn what is and is not covered in this deadline extension.
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February is a very opportune time when it comes to planning your cash flow. The holidays and new year have passed, but it’s not yet time when people start feeling overwhelmed by tax season. In this “in between” time, take a few moments this month and plan out your cash flows for the year.
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The biggest change to retirement savings rules in over a decade is signed into law as part of a government funding legislation put into effect in 2020. The Setting Every Community Up for Retirement Enhancement (SECURE) Act will impact anyone with a 401K or IRA account.
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The best remedy for cybertheft is prevention. Time spent protecting yourself and your family is never spent in vain.
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Major custodians such as Fidelity and Charles Schwab have recently dropped individual stock and ETF (Exchange Traded Fund) trading fees to zero. How will this impact investors and the future of investing? Here’s our view.
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The media is buzzing about the current state of the yield curve as portending an economic recession. We’re not as up in arms as many industry participants and do not feel this is a strong indication that you make a wholesale move out of the stock market. Here’s our view on the current yield curve inversion.
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Here is an excellent guide to employee stock options terminology whether you have just received your award or are already familiar with the terms.
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The last thing on your mind during tax season is getting your financial documentation in order– but maybe it should be. If you’re brave enough to take a crack at it, here are some guidelines to follow.
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Stock options are great for established companies who want to reduce their tax bill, startups who don’t have a revenue stream, and many others in between. But do they always make sense for the employee? Here are some scenarios when you should push back on a stock option offer, and the questions to ask to avoid locking yourself into an unfavorable one.
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As open enrollment season and the calendar year comes to a close, late-stage tax planning often comes into focus. Just sticking with your current employment elections may be mistake – there are several end of year tax planning options to consider. Here are a few items on the list for you to check as the year winds down.
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