Accounting Today

JULY 28, 2025

is no exception to this, according to senior partner Ed Davis, who named both people and resources as challenges for the San Jose, California-based firm. "We All rights reserved. senior partner Edward Davis (left) and Smith + Howard CEO Sean Taylor Jesse Sutton PP&Co. And so that was one of the big challenges.

Technology

ThomsonReuters

JULY 18, 2025

The compromise reflects both revenue concerns and growing pressure from constituents in states like California, New York, and New Jersey. Podcast Tax reform unpacked: What does the One Big Beautiful Bill Act mean for you?

New Jersey

Accounting Today

JUNE 6, 2025

CALIFORNIA Janet Shepard Janet Shepard was hired as a business management partner and co-leader of the client accounting services practice at HCVT, Irvine. All rights reserved. ARIZONA The Association for Accounting Marketing Hall of Fame celebrated the 35th anniversary of the annual AAM Summit in Phoenix May 12-14.

New Jersey

Accounting Today

JULY 16, 2025

EDT 2 Min Read Facebook Twitter LinkedIn Email Armanino, a Top 25 Firm based in San Ramon, California, has added Strategic Accounting Outsourced Solutions , extending Armaninos outsourcing capabilities, particularly in the nonprofit and family office sectors. All rights reserved.

Technology

Withum

JANUARY 8, 2025

What made Brocato unique is that the taxpayers expert based his analysis on eight actual comparable transactions of undivided real estate interests in the same market as the subject properties (the Bay Area of California).

Real Estate

Accounting Today

AUGUST 1, 2025

It added BBD LLP in Philadelphia in April 2024; OConnor & Drew in Braintree, Massachusetts, in 2023; and Martinez & Associates in Winter Springs, Florida, and Martini Partners in Encino, California, in 2022. All rights reserved.

Technology

CapataCPA

JANUARY 28, 2025

Here’s how you’ll benefit: Expanded Expertise : Access to a larger team of professionals with specialized knowledge in accounting, tax planning, consulting, and more. Dual Locations : With offices in Newport Beach and Glendale, we are now better positioned to serve clients across Southern California.

California

CPA Practice

NOVEMBER 22, 2024

will be adding more than 20 employees from MS&P with expertise in federal, state, and multinational tax planning and compliance, business valuation, and consulting services. Lewandowski earned both his Bachelor of Accountancy and Master of Accountancy degrees from the University of Missouri-Columbia. Blue & Co.

Real Estate

Accounting Today

JUNE 19, 2025

San Jose, California: Chiropractor Tae Hyun Lee, 62, has pleaded guilty to aiding and assisting in the preparation and presentation of a false return for 2019. All rights reserved. Mellinger and the relative subsequently stole more than $2.1 million from some of the clients, a portion of which Mellinger used to buy an area home.

Tax

Accounting Today

JULY 24, 2025

In total, Leard caused a tax loss to the United States of more than $1.5 Bakersfield, California: Tax preparer Victor Cruz, 40, has pleaded guilty to helping Miguel Martinez, a Mexican national who was in the U.S. illegally, submit fraudulent individual federal income tax returns that claimed $25 million in refunds.

Tax

Accounting Today

JUNE 13, 2025

CALIFORNIA Withum has relocated its San Ramon office to a new space in Bishop Ranch business park, located at 6101 Bollinger Canyon Road, Suite 400. All rights reserved.

Technology

Accounting Today

JUNE 27, 2025

CALIFORNIA Evan Staggs Evan Staggs was hired as a partner in the tax practice at Weaver, Woodland Hills. All rights reserved. IDAHO Heath Alloway was hired as a growth partner at Sorren, Meridian. ILLINOIS Joseph Bigane Joseph Bigane III was named the recipient of the Illinois CPA Societys 2025 Lifetime Achievement Award.

Technology

Accounting Today

JUNE 9, 2025

So youre in New York, you get a job in California, you relocate. We know New York, but, Neil Fishman (17:57): But the big thing was Dan Hood (17:58): New Jersey, Illinois, California all have Neil Fishman (18:01): Similar places. All rights reserved. 10:52): The moving expenses again remains only if youre an active duty military.

Washington

CPA Practice

JUNE 12, 2025

Among the winning companies are: Mi Terro (Los Angeles, California): Leverages big data to create compostable, fossil-fuel alternative biomaterials made from plant-based agricultural waste. The event brought together founders from the program’s Core Cohort, startups based across the U.S.,

Technology

Withum

DECEMBER 17, 2024

2024 Year-End Tax Planning Resources Nows the time to review your year-end tax planning options and strategies for the 2024 tax season. Withums Year-End Tax Planning Resource Center offers tips, legislative updates, and tax-saving opportunities for individuals and businesses.

Tax

Accounting Today

JUNE 26, 2025

Individuals disciplined include: California: Enrolled Agent William E. San Jose, California: Execs Lalo Valdez and Matthew Olson have pleaded guilty to not paying over employment taxes to the IRS. Olson was also one of the owners and operators of a day spa in Saratoga, California. All rights reserved. million.

Tax

Accounting Today

JULY 10, 2025

Hollywood, California: Kevin J. All rights reserved. Between 2017 and 2022, Buresh withdrew $2.9 million in cash from CRs bank account to pay business expenses, his wages and his distributions. Buresh will also be under the supervision of the U.S. Probation Office for three years after his prison term and must pay $805,787.82 in restitution.

Tax

Accounting Today

JULY 8, 2025

Read more: " Tax Strategy: Inside the Senate version of the OBBBA. ") "The new law has both temporary changes and permanent changes," said Miklos Ringbauer, founder of Miklos CPA in Southern California. All rights reserved. For example, the SALT allowance has been capped at $40,000 for 2025.

Technology

CPA Practice

JULY 25, 2025

This article focuses on the planning challenges facing S corporation owners interested in pursuing the benefits of Section 1202’s gain exclusion. Additional information can be found on our QSBS & Tax Planning Services page. 2] Section 1202(c)(1). [3]

income tax

Going Concern

APRIL 11, 2025

The rule change that could blow open US law [ Financial Times ] Large accounting firms have long coveted the legal fees that lawyers in California and elsewhere receive for serving their best clients, the general counsels of 10 large law firms noted in a tetchy public letter arguing against liberalisation in Arizonas neighbour in 2019.

audit

Accounting Today

JULY 8, 2025

But the justices made clear they werent taking a position at this stage on whether individual agency plans for how to carry it out would pass legal muster. All rights reserved.

Technology

Accounting Today

MAY 20, 2025

In a private meeting, Trump singled out the lawmakers from New York, New Jersey and California who have rejected the $30,000 deduction limit.

New Jersey

Accounting Today

JULY 18, 2025

CALIFORNIA Daniel Zaninovich was hired as a commercial real estate partner at CohnReznick, Los Angeles. All rights reserved. relocate offices; and more news from across the profession. COLORADO Randy Watkins was hired as a partner to spearhead the growth of the Colorado office at ClingerHagerman, Greeley.

Indiana

CPA Practice

JULY 7, 2025

A tobacco license is typically pricey and an alcohol license can cost even more: The application fee for a general priority license that permits the sale of beer, wine, and distilled spirits in California costs more than $17,000. Such licenses often need to be renewed on an annual basis, for a fee.

Technology

Accounting Today

JUNE 27, 2025

It wasnt immediately clear whether enough of the so-called SALT Republicans in the House would accept that proposal and drop their threats to block President Donald Trumps massive tax and spending package. The House version of Trumps massive tax and spending package put curbs on those workarounds. All rights reserved.

Tax

CPA Practice

AUGUST 1, 2025

It was later expanded to include 25 states, including California, New York, Florida, Texas, Illinois, North Carolina and Pennsylvania. The agency launched the pilot program in 2024, under then-President Joe Biden, making it available to taxpayers in 13 states.

Technology

Accounting Today

JULY 3, 2025

CALIFORNIA Nick Satterfield was promoted to partner at Wheeler Accountants, San Jose, where he started as an intern in 2014. All rights reserved. opens new office in Chattanooga; and more news from across the profession. opens new office in Chattanooga; and more news from across the profession.

Technology

CPA Practice

JULY 9, 2025

Among the winning companies are: Mi Terro (Los Angeles, California): Leverages big data to create compostable, fossil-fuel alternative biomaterials made from plant-based agricultural waste. The event brought together founders from the program’s Core Cohort, startups based across the U.S.,

Technology

Accounting Today

JUNE 24, 2025

EDT 3 Min Read Facebook Twitter LinkedIn Email Donald Trump Yuri Gripas/Bloomberg President Donald Trump is ratcheting up pressure on Republican holdouts on his multitrillion-dollar tax bill while hes participating in the annual NATO Summit in the Netherlands this week amid entrenched GOP divisions that put a self-imposed July 4 deadline at risk.

Tax

CPA Practice

JULY 24, 2025

Before adjusting for seasonal factors, initial claims plummeted by more than 45,000, led by big states like New York and California, as well as in Michigan, Missouri and Ohio—which are home to car factories. With assistance from Chris Middleton.

Technology

CPA Practice

JULY 4, 2025

It has frozen a $5 billion federal plan to build charging stations, primarily along rural interstate corridors and in low-income communities. The White House has also promised to lower regulations on tailpipe emissions and moved to block a California policy to ban gasoline-powered car sales by 2035.

Tax

CPA Practice

OCTOBER 22, 2024

million – $4,999,999 $5 million – $10,000,000 Over $10 million Consent Policy (Required) By downloading this content, you agree to our Terms and Conditions. million – $4,999,999 $5 million – $10,000,000 Over $10 million Consent Policy (Required) By downloading this content, you agree to our Terms and Conditions.

payroll

Accounting Today

JULY 22, 2025

The National Association of Realtors estimates that around 29 million homeowners could have enough equity in their homes to exceed the cap for single filers, particularly in high-priced markets such as California and Massachusetts. All rights reserved.

Technology

ThomsonReuters

JULY 14, 2025

The oil and gas industry operates in an extremely complex and ever-evolving tax environment , one that presents a multitude of challenges for those involved in tax planning and compliance efforts. operations in exchange for a slightly higher tax rate. These states include California, Idaho, Montana, and North Carolina.

North Carolina

MyIRSRelief

MARCH 29, 2024

In the bustling city of Whittier, California, businesses face a myriad of tax-related challenges that can significantly impact their operations and financial health. From business tax preparation to dealing with unpaid back taxes and navigating complex audits, the tax landscape can be daunting.

California

MyIRSRelief

OCTOBER 3, 2022

According to the IRS, in 2019, Los Angeles county residents had 4,806,030 total 1040 tax returns. The minimum combined 2022 sales tax rate for Los Angeles County, California is 10.25%. This is the total of state and county sales tax rates. The California state sales tax rate is currently 6%.

tax services

CTP

NOVEMBER 15, 2023

That’s why tax planning is gaining in popularity. Some obvious reasons are mistakes or oversights on their tax returns. But another problem is that the accounting industry is not trained how to LOOK FOR NEW ways to reduce your taxes that you have not yet taken advantage of. Not all tax planning is the same!

tax planning