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News & Insights
April 22, 2024
In the News
Marijane Kantzabedian and Jun Wang Nominated for Women to Watch Awards | CalCPA
Congratulations Marijane Kantzabedian, CPA and Jun Wang, CPA on being nominated for CalCPA’s Women to Watch Awards! These awards, honoring impactful women in the accounting industry, will be presented at the 2024 Elevate: Women’s Leadership Forum. Our partners were nominated for two of three award categories: Marijane was nominated as a Trailblazer, and Jun was […]
April 19, 2024
Knowledge Center
IRS issues guidance on tax treatment of energy efficiency rebates
The Inflation Reduction Act (IRA) established and expanded numerous incentives to encourage taxpayers to increase their use of renewable energy and adoption of a range of energy efficient improvements. In particular, the law includes funding for nearly $9 billion in home energy rebates. While the rebates aren’t yet available, many states are expected to launch their programs […]
April 18, 2024
Knowledge Center
When one trustee isn’t enough, consider appointing a trust protector
Irrevocable trusts can allow for the smooth, tax-advantaged transfer of wealth to family members. But there’s a drawback: When you set up an irrevocable trust, you must relinquish control of the assets placed in it. What you can control is who will eventually oversee distribution of assets after your death. However, sometimes — particularly when the […]
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