Announcements

Another Successful Bregante + Company LLP Golf Tournament Supporting Agape Villages Foster Family Agency

bco-golf-2016

Thank you to all our clients and friends who participated in our 15th Annual Bregante + Company LLP Fundraising Golf Tournament benefiting Agape Villages Foster Family Agency.

At the risk of rain, 55 golfers began their 27-hole round at Poppy Ridge Golf Course in Livermore, California at 8 a.m. yesterday, October 25th.  Luckily, 15 minutes of light showers turned into a beautiful and fun day of golf.  We look forward to seeing everyone again at next year’s tournament.

Agape Villages is a licensed foster family agency placing children in foster homes in communities throughout Northern California.  They provide needed services to foster families and disadvantaged youth.  We are proud to support their efforts for the fifth consecutive year.

By |October 26th, 2016|Categories: Announcements, BCo Community News, Nonprofit Organizations|Tags: , |Comments Off on Another Successful Bregante + Company LLP Golf Tournament Supporting Agape Villages Foster Family Agency

CalNonprofits Convention 2016

calnonprofits-conventions-2016-100316We are proud to sponsor the good works of CalNonprofits at its 2016 Convention on Thursday, October 6th in Los Angeles, CA.  This annual meeting sets the focus for California non-profits for the coming year.  Among this year’s full agenda are discussions regarding predictions for the November elections’ impact on non-profits, funding and the privacy of donors.

By |October 4th, 2016|Categories: Announcements, BCo Community News, Nonprofit Organizations|Tags: , , |Comments Off on CalNonprofits Convention 2016

BCo Partner Diana Sosa Provides Tax Advice to Butte Fire Victims

Diana1-e1372368959530San Francisco Partner Diana Sosa lent her expertise last week to a workshop hosted by United Policyholders for victims of last year’s Butte Fire whose homes were damaged or destroyed. Diana addressed concerns regarding this year’s income tax filing based on issues around insurance and whether or not fire survivors plan to rebuild on their property. Thank you for your dedication to the community, Diana!

See here for article by local publication Calaveras Enterprise covering the event.

By |February 29th, 2016|Categories: Announcements, BCo Community News, Individual Tax|Tags: , , |Comments Off on BCo Partner Diana Sosa Provides Tax Advice to Butte Fire Victims

Protecting Yourself from Predatory Emails and Phone Calls

Mail program on computer screen

In addition to our own personal experiences, our clients have been contacting us regarding predatory emails and phone calls that they have received.  These emails and phone calls are placed with the purpose of intimidating or tricking you into giving up personal information, placing you at risk for identity theft.  They appear to come from trusted places like the IRS, law enforcement agencies and your own family and friends.

The IRS has been very vocal about the fact that they will not send out unsolicited emails and will not make phone calls threatening lawsuits or jail.  They have published an informative article about ways you can protect yourself from these phishing scams.  Click here for the IRS article.

They have also […]

By |January 26th, 2016|Categories: Announcements, BCo Community News, IRS|Tags: , , , , |Comments Off on Protecting Yourself from Predatory Emails and Phone Calls

2015 Tax Planning Guide

New Year 2015 And Clock

 

Our 2015 Tax Planning Guide is now available. This online guide will give you access to updated tax and financial planning information throughout the year. Feel free to forward it to friends and family who you think might find it interesting or helpful. We hope this guide will prove to be a convenient resource for you throughout the year. Just a few of the topics covered in the guide are:

 

  • Roth IRA conversions
  • Bunching income and expenses as a year-end planning strategy
  • Planning for restricted stock and stock options
  • Planning for real estate investments
  • Succession and retirement planning for business owners
  • Charitable giving strategies

 

If you have any questions after reviewing the information presented, please do not hesitate to […]