“Client Advisor” – November 2018 issue

The November issue of our “Client Advisor” newsletter is now available! In this issue:

  • Year-End Tax Planning and the Tax Cuts & Jobs Act
  • Firm News: Smith Dickson Repeats as Champs at 7th Annual Bocce Invitational Charity Event
  • 12 Red Flags That Can Trigger an IRS Audit
  • Tax Calendar

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Orange County Business Journal article – Beneficiary Wars

Gina Lara, MBA, CFP®, Tax & Forensic Accounting Manager, recently wrote an article for the Orange County Business Journal in the “Law Specialties” special supplement.  Excerpt from the article “Beneficiary Wars:

Some families are just antagonistic; but, when individuals are suddenly bequeathed multi-million-dollar estates, even the most reasonable and harmonious families can become embroiled in “beneficiary wars.”

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Orange County Business Journal article – New Ruling on Independent Contractors Impacts Many Employers

Richard Warner, Senior Tax Manager, recently wrote an article for the Orange County Business Journal in the “General Counsel Awards” special supplement.  Excerpt from the article “New Ruling on Independent Contractors Impacts Many Employers“:

Determining whether a California worker is an independent contractor or an employee has always been difficult.  However, for many years the laws have been interpreted to mean that the key to distinguishing between employees and independent contractors was whether the company had the right to control the manner and means by which the worker accomplished the desired result.  Recently, a ruling by the California Supreme Court changed that understanding.

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