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California founders can often exclude millions in capital gains if done correctly. The federal Qualified Small Business Stock (QSBS) exclusion is an incredibly powerful tax benefit.
Selling a long-held Bay Area property can feel like a major financial milestone, especially after years of appreciation. At the same time, it can raise a question: how much of the proceeds will you actually keep after taxes? Here are the key issues to consider before...
An audit by the California Department of Tax and Fee Administration (CDTFA) can be very disruptive. It can seem to drain your resources and perhaps expose you to legal risk.
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.
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).
A 1031 exchange is a very powerful tax-deferral tool for California real estate investors.
One of the most important compliance issues a business can face is with the Employment Development Department’s (EDD) payroll tax requirements.
If you get a notice from the California Franchise Tax Board (FTB), you might be wondering what comes next.
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...
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.