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The Tax Report

The complex world you live

Ok, so you are not a Kennedy.  You don’t need Deloitte, Pricewaterhouse, or KPMG to oversee your family’s wealth. But you do need a strong local CPA that understands your family’s complex financial issues.  When you remarried after your first spouse passed away, you gained…

The CPAs role in the bonding process

the CPA’s Role in the Bonding Process Since the Contractor’s financial statements are one of the most important parts of  the Surety and Bonding Agent’s decision to underwrite a bond, it is important that the financial statements be accurate, timely and complete.  The financial statements…

PREPAID VARIABLE FORWARD (PVF)

——– Company executives frequently end up with their Company’s stock with huge built in gains, and consequently they will pay a lot of tax if they sell the stock. Many of these successful people are stock rich, that is, they are very wealthy but it…

Streamlined Filing Compliance Procedures for Delinquent US Returns

Dual Citizens of the US and another country may never have filed US returns if they have lived overseas since they were small children.  They may have foreign income and bank and financial accounts that were never disclosed to US authorities. Fear of unfavorable consequences…

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