Tax, Real Estate, Corporate & Estate Planning
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    • FAQs about Home Office Deductions

      In the past, home office deductions were available to a wide range of taxpayers, including certain employees who worked from home. But the Tax Cuts and Jobs Act (TCJA) has effectively eliminated home ...

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    • What Employers Should Know about HSAs

      Health Savings Accounts (HSAs) are a tax-smart way to cover an individual's uninsured medical expenses. Your business can set up HSAs for qualifying employees. Then the business can fully or partially ...

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    • Lease Business Property to Your C Corporation

      It's generally not a good idea for a closely held C corporation to own assets with high appreciation potential. A classic example is real estate. If your corporation owns property, it's likely the ...

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    • Estate Planning for Personal Property: Why You Should Sweat the Small Stuff

      When planning their estates, most people focus on major assets, such as business interests, real estate, investments and retirement plans. But it's also important to "sweat the small stuff" — tangible ...

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    • Give Away Your Potential Tax Liability

      You spend a lifetime accumulating a large estate. But without careful planning, Uncle Sam will knock on the door after you die and vastly reduce the wealth passed onto your heirs. After a temporary ...

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    • What Will Happen to a Special Needs Child Without a Solid Estate Plan?

      Estate planning is always important — but it takes on even greater importance if you have a special needs child who is not expected to be financially independent. The parents of children with autism, ...

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    • Estate Planning for Singles: Current Rules May Dictate Changes

      Legislation enacted a few years ago made permanent changes to the federal estate and gift tax rules. Specifically, here are the significant estate changes in the American Taxpayer Relief Act: The 2019 ...

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    • The GST: Wealth that Skips a Generation

      Beneficial rules for the generation-skipping transfer (GST) tax are currently in force, which may allow you to pass on assets to future generations without a federal tax bill. GST Tax Basics When it ...

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    • Roth IRAs: A Great Estate Planning Vehicle

      The reason: Investments held in a Roth IRA are allowed to build up federal-income-tax-free. Later on, you can take federal-income-tax-free withdrawals. Obviously, a zero tax rate is the best rate ...

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    • What Employers Should Know about HSAs

      Health Savings Accounts (HSAs) are a tax-smart way to cover an individual's uninsured medical expenses. Your business can set up HSAs for qualifying employees. Then the business can fully or partially ...

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    • Wall Street slumps as Disney and Macy's slam consumer shares

      U.S. stocks dropped on Wednesday and the Dow Jones industrial average suffered its worst day since February as feeble quarterly reports from Walt Disney, Macy's and Fossil undermined confidence across ...

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    • Get Real: New ID Requirements for U.S. Travel

      Soon you may not be able to pass through security checkpoints at your local airport using your current form of identification, even if you're just flying domestically. The crackdown is aimed at U.S. ...

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    • The Clock May Be Ticking on Corporate Stock Redemptions

      Favorable individual federal income tax rates established by the Tax Cuts and Jobs Act (TCJA) are scheduled to expire at the end of 2025. But some analysts think that they could be repealed sooner, ...

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    • Congratulations to Daniel S. Gonzales, 2018 Professional Lawyer of the Year

      Ferrari Ottoboni Caputo & Wunderling LLP is proud to announce that Daniel S. Gonzales, of counsel to the firm, was honored with the Professional Lawyer of the Year Award by the Santa Clara County Bar ...

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    • A Landlord's Right to Evict

      As a landlord, you have the right to screen potential tenants, determine rental agreements, charge rent and collect security deposits. You also have the right to evict unsatisfactory tenants but you ...

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    • Can Your Building Make Tax History?

      If you're renovating a building in an historic part of town, you may be able to claim a 20% federal tax credit for the cost of the renovation work. The benefit has to do with the tax credit for ...

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    • Investigate Zoning Laws Before Committing to a Location

      L ocation, location, location. You know how important it is for your business. So when choosing a location, you probably research foot traffic, car traffic and the occupancy rates of the neighboring ...

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    • FAQs about Home Office Deductions

      In the past, home office deductions were available to a wide range of taxpayers, including certain employees who worked from home. But the Tax Cuts and Jobs Act (TCJA) has effectively eliminated home ...

      Read More
    • Delinquent Taxpayers: How Much Does the IRS Let Them Live On?

      The IRS uses "Collection Financial Standards" to help determine a taxpayer's ability to pay a delinquent tax liability. Allowable living expenses include those that meet the test of being necessary to ...

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    • Follow Detailed Recordkeeping Rules for Vehicle Expense Deductions

      Many business owners fail to follow the strict tax rules for substantiating vehicle expenses. But if your business is audited, the IRS will most likely ask for mileage logs if you deducted vehicle ...

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    • Can You Deduct an IRA Loss?

      If you sell stocks with losses in your taxable accounts, you may offset losses against gains and deduct an additional $3,000 of excess losses against ordinary income. But what about losses in your ...

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    • What's Your Real Marginal Tax Rate?

      What's your real marginal tax rate? If you answer that question by looking at the tax rate tables that show rates of 10, 15, 25, 28, 33, 35 and 39.6 percent, you could be understating your real ...

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    • Dealing With Portfolio Losses

      If you have investments with substantial losses, consider these strategies to improve your results: 1. Use stock losses to offset other capital gains. You may use stock losses to offset other types of ...

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    • What Employers Should Know about HSAs

      Health Savings Accounts (HSAs) are a tax-smart way to cover an individual's uninsured medical expenses. Your business can set up HSAs for qualifying employees. Then the business can fully or partially ...

      Read More
    • New Business Travel Per Diem Rates Announced for 2020

      Recordkeeping for reimbursing business travel expenses can be cumbersome. Instead of reimbursing employees for the actual costs they incur for out-of-town lodging, meals and incidentals, some ...

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    • Reap Tax Rewards from Year-End Harvesting

      The stock market has experienced plenty of ups and downs this year. So some investors are poised to take big gains for 2019, while others are currently showing losses and many have both. What are the ...

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    • Exploring Six Common Myths about Trusts

      Most of us know that a trust is a useful way to safeguard financial assets for your benefit or for someone else. But the common misconceptions about trusts could cause you to bypass them entirely, or ...

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    • Tap into the Power of a Grantor Trust

      The U.S. survived the worst recession since the Great Depression. But believe it or not, there is a silver lining: this tough economy has driven applicable federal rates (AFRs) to rock bottom levels. ...

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    • The Benefits of a Q-Tip Trust

      Depending on your situation, it may make sense to include the odd-sounding "Q-tip trust" in your estate plan . The name derives from a special estate tax break for "qualified terminable interest ...

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    • Give Away Your Potential Tax Liability

      You spend a lifetime accumulating a large estate. But without careful planning, Uncle Sam will knock on the door after you die and vastly reduce the wealth passed onto your heirs. After a temporary ...

      Read More
    • Disability Insurance: Do You Have Enough?

      If you receive group disability insurance from your company, you may think you have enough coverage to protect yourself in the event of a long-term sickness or injury. But take a closer look. One of ...

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    • Will You Have to Pay Tax on Social Security Benefits?

      Some people are under the misconception that Social Security benefits are always free from federal income tax. However, depending on how much income you have from other sources, you may have to report ...

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