The Biden administration proposes far-reaching tax overhaul
May 7, 2021 Knowledge Center
The Biden administration proposes far-reaching tax overhaul

President Biden recently announced his $1.8 trillion American Families Plan (AFP), the third step in his Build Back Better policy initiative. The announcement followed the previous releases of the proposed $2.3 trillion American Jobs Plan and the Made in America Tax Plan. These plans propose major investments in various domestic initiatives, such as expanded tax credits for […]

The Restaurant Revitalization Fund is now live
May 6, 2021 COVID-19
The Restaurant Revitalization Fund is now live

The COVID-19 pandemic has affected various industries in very different ways. Widespread lockdowns and discouraged movement have led to increased profitability for some manufacturers and many big-box retailers. The restaurant industry, however, has had a much harder go of it — especially smaller, privately owned businesses in economically challenged areas. In response, the Small Business Administration (SBA) […]

Why it’s important to meet the tax return filing and payment deadlines
May 5, 2021 Knowledge Center
Why it’s important to meet the tax return filing and payment deadlines

The May 17 deadline for filing your 2020 individual tax return is coming up soon. It’s important to file and pay your tax return on time to avoid penalties imposed by the IRS. Here are the basic rules. Failure to pay  Separate penalties apply for failing to pay and failing to file. The failure-to-pay penalty […]

Leading from the Top: Information Security Governance | LABJ
May 4, 2021 In the News
Leading from the Top: Information Security Governance | LABJ

by David Lam | This article originally appeared in The Los Angeles Business Journal   Most of the business leaders and executives that I talk to frame information security as a problem for IT to manage and solve; however, IT cannot and should not manage or solve this problem on their own. While there is a lot […]

Accounting for business combinations
April 30, 2021 Knowledge Center
Accounting for business combinations

If your company is planning to merge with or buy another business, your attention is probably on conducting due diligence and negotiating deal terms. But you also should address the post-closing financial reporting requirements for the transaction. If not, it may lead to disappointing financial results, restatements and potential lawsuits after the dust settles. Here’s […]

Kami Cohen Named Among “Minorities of Influence: CPAs” List
April 30, 2021 In the News
Kami Cohen Named Among “Minorities of Influence: CPAs” List

For the second consecutive year, the Los Angeles Business Journal recognized Kami Cohen among the 2021 Minorities of Influence: CPAs.

President Biden details his tax proposals for individuals
April 29, 2021 Knowledge Center
President Biden details his tax proposals for individuals

President Biden’s proposals for individual taxpayers were outlined in an April 28 address to Congress and in an 18-page fact sheet released by the White House. The “American Families Plan” contains tax breaks for low- and middle-income taxpayers and tax increases on those “making over $400,000 per year.” Here’s a summary of some of the […]

Royalties Report | The changing nature of royalties and licensing in 2021
April 29, 2021 Resources
Royalties Report | The changing nature of royalties and licensing in 2021

We teamed up with Trusted Advisor to offer this 17-page deep dive into the changing world of royalties, catalog sales, celebrity licensing and technology, with key industry interviews.

Should a tax apportionment clause be in your estate plan?
April 29, 2021 Knowledge Center
Should a tax apportionment clause be in your estate plan?

Even though the federal gift and estate tax exemption is currently very high ($11.7 million for 2021), there are families that still have to contend with significant federal estate tax liability. Plus, the exemption is scheduled to drop significantly in 2026, and reducing it sooner has been proposed. Even if you aren’t subject to federal […]

DOL offers cybersecurity guidance – finally
April 28, 2021 Knowledge Center
DOL offers cybersecurity guidance – finally

by David Lam, CISSP, CPP and Kimberly Pease, CISSP   Information security, sometimes referred to as cybersecurity, is top of mind for many companies and individuals – and with good reason. There are ever-increasing stories of hacks and breaches of governments, major corporations, and even technology firms themselves. Even so, most employee benefit plans, labor […]

Home sales: How to determine your “basis”
April 28, 2021 Knowledge Center
Home sales: How to determine your “basis”

The housing market in many parts of the country is strong this spring. If you’re buying or selling a home, you should know how to determine your “basis.” How it works You can claim an itemized deduction on your tax return for real estate taxes and home mortgage interest. Most other home ownership costs can’t […]

Employers get more relief from failure-to-deposit employment tax penalties
April 27, 2021 COVID-19
Employers get more relief from failure-to-deposit employment tax penalties

Under the Internal Revenue Code, an employer would typically be penalized for failing to deposit certain federal employment taxes by the designated deadline. Examples include deposits of withheld income taxes and FICA taxes. However, the IRS recently provided additional penalty relief for employers who have failed to timely deposit their employment taxes because those deposits […]