Jon Osborn, Enrolled Agent
Insight
IRS Won’t Tax CA Middle-Class Tax Refund - But What If You Already Filed?
by
Jon Osborn, Enrolled Agent
on
Feb 21, 2023
The IRS has confirmed they won’t tax the CA middle-class tax refund.
Insight
Tax Tips For Small Business Owners as the 2023 Tax Season Begins
by
Jon Osborn, Enrolled Agent
on
Jan 23, 2023
Discover the top three tips for small business owners looking to have a stress-free tax season. Learn more about minimizing your tax liability inside.
Insight
Middle Class Tax Refund Debit Card Fraud - What You Need to Know
by
Jon Osborn, Enrolled Agent
on
Dec 23, 2022
In October, the State of California began mailing debit cards and issuing direct deposits to those eligible for the Middle Class Tax Refund (MCTR).
Insight
California Gas Prices Fall to Lowest Rate Since September 2
by
Jon Osborn, Enrolled Agent
on
Nov 29, 2022
In October 2022, Californians faced a gas price crisis, with the average cost of fuel skyrocketing to $6.46 a gallon.
Insight
How to Invest In Your 401(k) - Even If You've Maxed Out Your Contribution
by
Jon Osborn, Enrolled Agent
on
Oct 25, 2022
Many investors don’t know that investing in a 401(k) retirement account is possible after its annual contribution has been maxed out.
Insight
All the Answers You Need About IRS Enrolled Agents
by
Jon Osborn, Enrolled Agent
on
Sep 29, 2022
When choosing a tax preparer, the choice can be challenging, especially if you live in a region where the market is competitive.
Insight
These States Don't Tax Retirement Income - Where Should You Live?
by
Jon Osborn, Enrolled Agent
on
Aug 18, 2022
It’s not uncommon for people to decide to move in their retirement years. Whether it’s for financial reasons, to reside closer to adult children and young grandchildren, or simply to embark on a great adventure, relocation is common for retirees.
Insight
How to Find a Competent Tax Preparer Close to Home
by
Jon Osborn, Enrolled Agent
on
Jul 25, 2022
On November 13th, 1789, Benjamin Franklin wrote a letter to Jean-Baptiste Leroy, in which he said, “Our new Constitution is now established, and has an appearance that promises permanency; but in this world nothing can be said to be certain, except death and taxes.”
Insight
Global Tax Deal Delayed for Foreseeable Future
by
Jon Osborn, Enrolled Agent
on
Jun 7, 2022
Despite initial optimism regarding an international deal he called “historic and very important,” the secretary-general of the Organization for Economic Cooperation and Development (OECD) informed attendees at Davos that a hoped-for global tax deal would be delayed until 2024 at the earliest. Mathias Cormann attributed the timeline shift to many “difficult decisions,” including the challenge of overcoming objections within the United States Congress.
