Quick Reminder: The Second 2024 Quarterly Payment is Due on June 17th, 2024 It’s time to make your second quarterly estimated tax payment for 2024! If you’re not covering your income tax through withholding or if your withholding isn’t enough to cover your total tax liability, it’s crucial to make this payment by June 17th, 2024. Below, we’ve provided links and information on how to make your payment. How to … Read more
Empowering Your Financial Future, One Investment at a Time We are thrilled to announce the launch of CAPATA Financial, a new branch of our firm dedicated to enhancing your financial future. This exciting development is led by our esteemed Financial Partner, Michael Collins. Meet Michael Collins Michael Collins joins us from Wells Fargo, where he served as a Financial Advisor and Financial Consultant in the San Diego market. At Wells … Read more
THE LOGISTICS: PAYING THE SALT WORKAROUND TAX We previously sent you information about the details of the SALT cap work around, or Pass-Through Entity (PTET) on November 8, 2021. Here is a brief recap and a link to the full article: The Franchise Tax Board has now published the PTE Elective Tax Payment Voucher (FTB 3893) on November 1, 2021. The voucher may be used by S corporations and partnerships to … Read more
