Entries by Scott Robinson

E&T Partner Marisa Alvarado Panels OCCF’s 2019 Legacy Luncheon

On June 12th, our Estates & Trusts Senior Tax Partner, Marisa Alvarado, and some of WFY’s other Estates & Trusts staff attended Orange County Community Foundation’s 2019 Legacy Luncheon at the Pacific Club with many other philanthropists and professional advisors. The luncheon consisted of learning about other women in philanthropy and acquiring tips to make […]

WFY Tax Department is Hiring

Wright Ford Young & Co. is seeking qualified candidates to join our tax department team! We are looking for hard-working, dedicated people who are willing to learn and flourish in their careers.  Full-time positions are available for the following departments: Tax Department Tax Professional (at least 3 years of experience) If you are interested and […]

The Problems Faced Between You and Your Current CPA This Past Tax Season

Once the corporate, individual and foundation tax reporting season is complete, there’s always an opportunity to evaluate and reassess the taxpayer’s level of satisfaction with their CPA relationship. Lack of communication, unwanted tax return extensions, incorrectly prepared Schedule K-1’s, and inability to accurately apply the qualified TCJA reform benefits  are just a few of the […]

When Does a Resident Become a Nonresident?

According to a recent SFGate poll, 53% of Bay Area residents interviewed want to leave California.(1) We have been hearing similar comments from seminar attendees across the state, and we know many of you have clients who are attempting to “move out of California.” Keep in mind, one of the FTB’s longest running, and most […]

New Partnership Audit Rules for 2018 Tax Filing Year

For the 2018 tax filing year, there are new Internal Revenue Service (IRS) partnership audit rules [also adopted by the California Franchise Tax Board (FTB)] in which the partnership, not its members, will now be responsible for tax adjustments under audit. There is a very narrowly defined opt-out provision that many partnerships do not qualify […]