The nature and practice of California tax enforcement has undergone a relatively unobserved but profound transformation over the last twelve months. While many taxpayers still envision an audit as a face-to-face meeting with...more
What do U.S. expatriates need to know about taxes? IRS Publication 54: Tax Guide for U.S. Citizens and Resident Aliens Abroad is an important guide that helps U.S. taxpayers understand not only their continuing obligation to...more
Navigating the complexities of the federal oversight, investigations, reporting requirements and challenges of the IRS requires the specialized guidance of an IRS tax lawyer who understands that tax issues are rarely...more
The era of absolute financial privacy in offshore banking, investment, and digital currency has effectively come to an end. For decades, many taxpayers operated under the assumption that geographical distance provided a...more
The question of whether establishing or reviewing a family trust can save you money in California (and in most states) is most often met with an internal and understated “yes, probably,” followed by a deep breath, and several...more
Should you request the automatic extension of time to file your tax return with the IRS? What is the specific process to obtain the extension, and what does a U.S. taxpayer need to know about this important right?...more
Should you amend an error in a previous IRS tax filing or just let it go and hope the agency doesn't notice? We are a few weeks from the annual deadline for most U.S. taxpayers to file tax returns, and it may surprise you to...more
For many foreign nationals living and working in California and across the United States, the complexity of U.S. tax laws often becomes clear only when an IRS notice arrives in the mail. Navigating the complexities and...more
The Hidden Tax Trap: How California Non-Conformity with the IRS Impacts Business Tax Planning -
What is the "Hidden Tax Trap" and why should you be aware of non-conformity between California tax laws, and those at the...more
U.S. businesses with international interests are currently facing unprecedented scrutiny as the Internal Revenue Service intensifies its focus on cross-border compliance. Recently, the agency has deployed specialized teams of...more
The decision to provide lasting legal protections for one's children, other family members, friends, and the causes that are important to you is one of the most significant protective measures one can take for their family....more
The decision to sell a business can be driven by timing, market conditions, or long-term planning. What many owners underestimate is how much of the outcome is determined not by the sale price, but by what remains after...more
International investing can provide diversification and access to global markets, but U.S. taxpayers must understand the regulatory and tax compliance obligations that accompany offshore holdings. The challenges of offshore...more
3/17/2026
/ Cross-Border Transactions ,
Enforcement Actions ,
FinCEN ,
Foreign Investment ,
Income Taxes ,
IRS ,
Offshore Funds ,
Penalties ,
Regulatory Requirements ,
Reporting Requirements ,
Tax Planning
The California Employment Development Department (EDD) regularly audits corporations with operations within the state. You need an experienced California EDD business audit attorney to protect you during an EDD audit,...more
There are substantial challenges for U.S. taxpayers, expatriates, and foreign nationals and spouses who live and work in the United States, with offshore accounts, assets, investments, business interests, or income. Many were...more
The agency itself recently stated IRS audits are fewer in number but increasingly aggressive based upon the "decrease in resources available for examinations." AI has become the agency's primary tool to identify tax return...more
Are you concerned about how to deal with the IRS on back taxes? Have you received a communication from the IRS, such as a CP14 “Notice of Tax Due and Demand for Payment”? Take a breath, you have more options and time than...more
Most business owners spend their time focused on the operation of their business, and the next steps in its growth. How can we exceed revenue targets, improve market share, hire the right people, reduce operational costs,...more
Are you searching for proven California sales and use tax audit representation? Have you received notification of a California sales and use tax audit by the California Department of Tax and Fee Administration (CDTFA)?...more
What are some of the most important recent changes in U.S. GAAP Accounting Standards? Why is it important for public and private companies and corporations that do business in the United States to understand and apply all...more
If you own your home in California you should have a revocable trust and an estate plan to avoid the substantial expense of probate, protect your assets and ensure your beneficiaries receive the benefit of your wishes....more
Most people are completely unaware of the heavy personal legal and financial responsibility they accept when they agree to serve as the executor of an estate or the trustee for a family trust. Once the glow of the honor...more
Foreign nationals living and working in California—particularly in cities like San Diego, Los Angeles, San Francisco, and San Jose (Silicon Valley)—are often surprised by how quickly U.S. tax obligations can apply. Whether...more
If you have received an IRS Letter of Notification advising you that your return has been selected for audit, the most important thing to understand is this: the audit has already begun. The first communications with the IRS...more
When it comes to managing your finances, the right firm should offer more than basic bookkeeping or seasonal tax preparation. What are the five reasons to choose an integrated tax and accounting firm?...more