News & Resources

Archives: October 2017

Many investors, especially more risk-averse ones, hold much of their portfolios in “income investments” — those that pay interest or dividends, with less emphasis on growth in value. But all income investments aren’t alike when it comes to taxes. So…

Partner Julia Damasco was a featured panelist at the National Association of Federal Equity Receivers (NAFER) convention this past week. She offered her expertise as a tax attorney to answer complex tax questions for the Federal Equity Receivers, covering topics…

How long will you take to collect the outstanding receivables that are reported on your balance sheet? Many companies take weeks or even months to collect invoices from customers. Fortunately, there are ways to convert them into cash now. Line…

If you’re an executive or other key employee, you might be rewarded for your contributions to your company’s success with compensation such as restricted stock, stock options, or nonqualified deferred compensation (NQDC). Tax planning for these forms of “exec comp,”…

Updated on 10/13 to add IRS Notice of tax extension to January 31, 2018. Governor Brown has declared a State of Emergency in Napa, Sonoma, Yuba, Butte, Lake, Mendocino, Nevada and Orange counties. More counties are expected. Evacuations have also been issued for…

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