Month: December 2022

  • Why can’t IRS just file my return for me?

    Over the years as a tax professional I have seen what happens when the IRS files a return for you. They will only do this for you, if the end result will be a balance due to them, the IRS. When a taxpayer hasn’t filed a return, and income documents have been received by IRS…

  • CA Employers – New wage and leave requirements starting in 2023

    The CA statewide minimum wage has increased to $15.50 per hour. Some counties and cities have additional minimum wage requirements, review the rules in your city. Salaried or “Exempt” employees in CA must have a minimum salary of $1,240 per week, or $64,480 per year. All employers are required to offer paid sick leave, this…

  • What is the Annual gift tax exclusion and do I need to do it?

    The benefit of gifting the annual Gift Tax Exclusion is to move money out of your estate without estate tax. The estate tax starts when your assets are $12million per person and you transfer them to others, before or after your death. A person who expects they will have a taxable estate at their death…

  • What is the FUTA Credit Reduction?

     The FUTA credit reduction is an extra % that is being collected for the Unemployment fund that all CA employers (and those in other states) are having to pay on up to $7k of wages paid per employee they employed this year. This happens when the state pays out more unemployment funds than it has…

  • Last minute tax planning for 2022 and dates to remember in 2023

    The end of the year is almost here, it is important to make any last minute tax moves now that will affect your income for 2022. If your income is up, you may want to look into purchasing new business assets or new to you equipment. Pay out bonuses to worthy employees, or contribute to your…