Category Archives: Orange County CPA

Executive Perspectives – Retirement Savings Opportunity

Retirement Savings Opportunity for the Self-Employed Did you know that if you’re self-employed you may be able to set up a retirement plan that allows you to contribute … 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 – Bunching Medical Expenses

“Bunching” medical expenses will be a tax-smart strategy for many in 2017 Various limits apply to most tax deductions, and one type of limit is a “floor,” which … 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 – Real Estate Donations to Charity

Watch out for potential tax pitfalls of donating real estate to charity Charitable giving allows you to help an organization you care about and, in most cases, enjoy … 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 – Undo a Roth IRA Conversion

Yes, you can undo a Roth IRA conversion Converting a traditional IRA to a Roth IRA can provide tax-free growth and the ability to withdraw funds tax-free in … 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

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