Questions to Ask a California Tax Attorney During a Consultation
Whether you’re dealing with an FTB or EDD audit, are doing proactive tax planning, or have other tax questions, we are the team that can help.
Taxes
EDD Audit vs. FTB Audit in the San Francisco Bay Area
Businesses in San Francisco face a very strict and complex regulatory system. Two of the most consequential of these are audits by either the Employment Development Department (EDD) or the Franchise Tax Board (FTB).
Is an Attorney Needed for a 1031 Exchange in California?
A 1031 exchange is a very powerful tax-deferral tool for California real estate investors.
What Employers Need to Know About EDD Tax Audits in CA
One of the most important compliance issues a business can face is with the Employment Development Department’s (EDD) payroll tax requirements.
What to Do Before a California Franchise Tax Board (FTB) Audit
If you get a notice from the California Franchise Tax Board (FTB), you might be wondering what comes next.
What is the California Tax Payers Bill of Rights?
The California Taxpayers’ Bill of Rights sets your rights and creates strict rules for the Franchise Tax Board. State lawmakers passed this legislation in 1988 to merge tax rules and build safe practices for state residents. This law demands the board treats people...
Estate vs. Inheritance Taxes in California: What’s the Difference?
The terms estate tax and inheritance tax are often used as the same thing, but there are differences. Knowing the distinction could have a big impact on your future beneficiaries, or the assets you inherit if you are the beneficiary.
How Probate Affects Tax Filing Obligations in the San Francisco Bay Area
Probate involves a lot more than just getting assets to the right beneficiary. It also means accounting for any tax obligations for the estate, the executor, and potentially even the beneficiaries.
Handling IRS inquiries and tax disputes the smart way
Getting a notice from the Internal Revenue Service (IRS) can feel serious, especially when it involves an in-person meeting or deeper review. These situations often begin with something specific, such as missing information, unusual deductions or mismatched records....
Tax Implications of Inherited Assets in California Probate Cases
Tax issues can make probate complicated and can impact your total inheritance. Executors have to understand their obligations as do beneficiaries. If you’re in the middle of a probate in California, having an attorney guide you is critical to protecting your rights.