Blog/Education
Transcripts From the IRS
Disclaimer: The content is drawn from a variety of sources, including (but not limited to) articles, Internal Revenue Code and Regulations, Court cases, articles, and other unofficial resources. Transcripts from the IRS are often an important resource when working...
Non-qualified Stock Options
Disclaimer: The content is drawn from a variety of sources, including (but not limited to) articles, Internal Revenue Code and Regulations, Court cases, articles, and other unofficial resources. Non-qualified stock options [NQSO] can be a complex area of tax...
Charitable Contributions
Disclaimer: The content is drawn from a variety of sources, including (but not limited to) articles, Internal Revenue Code and Regulations, Court cases, articles, and other unofficial resources. These are usually no-brainers – deduct what you gave. Well, not...
ABC TEST
Disclaimer: The content is drawn from a variety of sources, including (but not limited to) articles, Internal Revenue Code and Regulations, Court cases, articles, and other unofficial resources. The term ABC Test stems from a court case (Dynamex) where the California...
California Health Care Mandate
Disclaimer: The content is drawn from a variety of sources, including (but not limited to) articles, Internal Revenue Code and Regulations, Court cases, articles, and other unofficial resources. Just when you thought it was safe……. OK, you know that line. In the tax...
1099-R, Box 5
Disclaimer: The content is drawn from a variety of sources, including (but not limited to) articles, Internal Revenue Code and Regulations, Court cases, articles, and other unofficial resources. There are just some things that are a continuing annoyance. Take, for...