Business Succession Planning – Bregante+Company LLP

2015 Tax Planning Guide

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 […]

By Jeff Belingheri|December 10th, 2015|Categories: Accounting & Bookkeeping, Announcements, BCo Community News, Business Operations, Business Succession Planning, Business Tax, Franchise Tax Board, Individual Tax, IRS, Nonprofit Organizations, Real Estate, Retirement Planning, Trusts and Estates|Comments Off

GO-Biz Launches California Business Portal

In July 2015, the California Governor’s Office of Business and Economic Development (GO-Biz) launched the California Business Portal, a one-stop website for business owners to find information and assistance regarding operating a business in the state of California. It provides information to business owners regarding starting a new business, obtaining permits and licenses, various tax incentives, local resources and more. Click here to view the new portal.

By Jeff Belingheri|September 1st, 2015|Categories: Business Operations, Business Succession Planning, Business Tax|Tags: business, California, California Business Portal, California Governor's Office of Business and Economic Development, Go-Biz, Obtaining Permits, operating, owners, Tax Incentives|Comments Off

2014 Tax Planning Guide

Our 2014 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:

Alternative minimum tax (AMT) triggers
Expired or expiring tax breaks
Capital gain tax
3.8% Medicare tax on net investment income
0.9% Medicare tax on earned income
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 […]

By Jeff Belingheri|September 17th, 2014|Categories: Accounting & Bookkeeping, Business Operations, Business Succession Planning, Business Tax, Individual Tax, Real Estate, Retirement Planning, Trusts and Estates|Tags: 2014, tax planning guide|Comments Off

2014 Estate Planning Guide

The 2014 Estate Planning Guide is now available. Feel free to share it with friends and family who you think might find it interesting or helpful. A few of the topics covered in the guide are: