Archives

Monthly Archives: June 2014

Executive Perspectives – Tax Consequences of a Home Sale

Tax Consequences of a Home Sale Summer is a common time to put a home on the market. If you’re among those who are following this trend, it’s … Continue reading

Posted in Business Accounting, Entity Perspectives, Estate CPA, Estate Tax, Executive Perspectives, Irvine Accountant, Irvine Accounting, Irvine CPA, Irvine Tax, Orange County Accountant, Orange County CPA, Tax Perspectives, Tax Prep, Tax Preparers, Trust Accounting, Trust CPA | Tagged , , , , | Leave a comment

Executive Perspectives – 401(k) Strategies When Changing Jobs

What To Do With Your Old Retirement Plan When You Change Jobs First and foremost, don’t take a lump-sum distribution from your old employer’s retirement plan. It generally … Continue reading

Posted in Business Accounting, Entity Perspectives, Estate CPA, Estate Tax, Executive Perspectives, Irvine Accountant, Irvine Accounting, Irvine CPA, Irvine Tax, Orange County Accountant, Orange County CPA, Tax Perspectives, Tax Prep, Tax Preparers, Trust Accounting, Trust CPA | Tagged , , , , | Leave a comment

Entrepreneurs by Nature. Technicians by Trade. Partners through Trust.