CAPATA

Empowering Your Financial Future, One Investment at a Time: CAPATA Financial Launch

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

Paying the SALT Workaround Tax

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