by Naz Nasseri | Jan 20, 2026 | blog, Corporate Tax Services, Individual Tax, Tax Credits
Tax penalties have existed since the early days of the U.S. income tax system. Their purpose is not primarily punitive, but administrative. The Internal Revenue Service uses penalties to encourage timely filing, accurate reporting, and prompt payment of taxes. Without... 
by Naz Nasseri | Jan 15, 2026 | blog, Individual Tax, Tax Credits
What Is a Roth IRA and Why Is It Tax-Advantaged? A Roth IRA is a type of retirement account funded with money on which you’ve already paid income tax. Unlike some other retirement accounts, contributions are not deductible when made. Instead, the primary benefit... 
by Naz Nasseri | Jan 13, 2026 | blog, Individual Tax, Tax Credits
What Is a Registered Domestic Partnership (RDP)? “RDP” stands for Registered Domestic Partnership. It’s a legal recognition provided by some states, including California, that offers couples, both same-sex and opposite-sex, many of the same legal... 
by Sara Raby | Jan 6, 2026 | blog, Corporate Tax Services, Individual Tax, Tax Credits, Technology Tax
For many of our clients, life and business don’t stop at U.S. borders. Maybe you’ve opened an overseas bank account while living abroad, invested in an international business, or inherited property that comes with a foreign account. Whatever the reason, crossing into... 
by Sara Raby | Dec 19, 2025 | blog, Corporate Tax Services, Individual Tax, Tax Credits, Technology Tax
Purpose-focused high-net-worth individuals (HNWIs) have more options than ever to make a positive impact with philanthropic giving. While writing a check to a favorite cause is noble, a more structured approach can create both lasting impact and substantial tax...