Tax Issues After You Filed? Here’s What to Do

Tax Issues After You Filed? Here’s What to Do

If you’re having tax issues, we understand how frustrating things can get. After pouring through stacks of information and data when filing our taxes, the last thing any of us want is a notification from the IRS. Having problems processing your taxes isn’t ideal—but...
Stay Alert: Tax Scams are On the Rise

Stay Alert: Tax Scams are On the Rise

Every filing season, a surge of new tax scams arrive as threats for taxpayers. Year after year, phishing emails and telephone scams get harder to pick out. The Internal Revenue Service (IRS) even recently issued a reminder to all taxpayers. Scammers are on the prowl....
What to Know About the Proposed Estate Tax in California

What to Know About the Proposed Estate Tax in California

There’s a new proposed estate tax circulating through the statehouse that may have you feeling a slight amount of angst — not feeling prepared? No need to worry, your C&D financial advisors are here to help you out. We all know that California taxes can weigh on...
Use Your 2018 Tax Return to Adjust Your 2019 Withholding

Use Your 2018 Tax Return to Adjust Your 2019 Withholding

For every new tax season that arrives, folks are always wondering whether or not their tax withholdings are adequately adjusted with their current income. In fact, this very moment is the most critical time to adjust your 2019 withholding. By using your 2018 tax...
Who’s Eligible for the Qualified Business Income Deduction?

Who’s Eligible for the Qualified Business Income Deduction?

If you’re wondering whether or not your business is eligible for the qualified business income deduction (QBI) under section 199A, we may have the answers you’ve been searching for. As of January 18, 2019, the Internal Revenue Service (IRS) issued final regulations...
What Does a Real Estate CPA Do?

What Does a Real Estate CPA Do?

REIT, 1031 exchange, Section 121 exclusion, 1099s, and ROI. All of the tax jargon can get overwhelming, especially when it comes to real estate taxes. If your only income comes from a W-2 from employment, then your taxes are a breeze but add real estate investments to...