News & Resources

Archives: April 2013

Partner Brian Harris sheds light on questions regarding allowances for doubtful accounts in this in-depth article from The Financial Manager Magazine, provided by the Media Finance Manager Association. Allowances for Doubtful Accounts What method should be used to determine an…

Exemption portability, made permanent by the American Taxpayer Relief Act of 2012, provides significant estate planning flexibility to married couples if sufficient planning hasn’t been done before the first spouse’s death. How does exemption portability work? If one spouse dies and…

With the 2012 tax filing season behind us, it’s time to start thinking seriously about 2013 tax planning — especially if you’re a higher-income taxpayer, because you might be subject to one or more significant tax increases this year: Taxpayers…

If you purchased from out of state retailers without paying sales tax, the California Use Tax requires you to report and pay tax on those purchases.   Reviewing your records, such as email receipts, invoices or credit card statements will help…

For many years, the research credit (also commonly referred to as the “research and development” or “research and experimentation” credit) has provided an incentive for businesses to increase their investments in research. But the credit expired at the end of…

The Patient Protection and Affordable Care Act The Patient Protection and Affordable Care Act establishes a fee of $1 per covered life for self-insured health plans starting with fiscal years ending after September 30, 2012. The rate increases to $2…

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