Please ensure Javascript is enabled for purposes of website accessibility

Will You Recognize the Form 1099-K When You Receive it This Year?

Will you recognize the Form 1099-K when you receive it from one or more third-party marketplace providers this year?  A few years ago, the IRS implemented new reporting requirements for many popular peer-to-peer payment apps and providers, online marketplaces, ride-sharing platforms, platforms for craft or customized product producers, and even...

The Potential Tax Impact of Foreign Investments for U.S. Taxpayers

A common strategy many wealth management firms recommend is ensuring that as much as 30% of your portfolio includes foreign investments and securities.  What is the potential tax impact of foreign investments? One of the keys to maximizing the advantages of offshore investment involves management of the effects of taxation...

Important IRS and California Tax-Related Deadlines

Don't stick your head in the sand and miss important business or personal tax deadlines. Here are the important IRS and California tax-related deadlines for 2025: IRS and California Quarterly Estimated Tax Payment Due Dates for Tax Year 2025: Q4 Estimated Tax + Deferrals (2024)        January 15, 2025 Q1 Estimated Tax...

Foreign Corporate Ownership and Investments

Are you involved in offshore or foreign corporate ownership and investments? Do you have real property, assets, or foreign bank or investment accounts? U.S. taxpayers with offshore business interests, holdings, investments, and bank accounts need an experienced U.S. international tax attorney as well as integrative business, legal, and accounting services. ...