Newsletters

Smith Dickson is pleased to provide periodic newsletters with topics of interest to our clients and friends of the firm.

Archive:

• January 2020
  • Forms 1099 are due January 31st

• December 2019
  • Year-End Tax Planning 2019 – How to Minimize Taxes Now
  • Sponsors of the General Counsel Awards

• November 2019
  • Embezzlement -The Role of CPAs in Forensic Investigation
  • Sponsors of the General Counsel Awards
  • Congratulations to Austin Ray, CPA

• October 2019
  • Fraud in the Workplace
  • Sponsors of the General Counsel Awards

• June 2019
  • The Value of Litigation Support in Intellectual Property Disputes
  • The Best Financial Advice from Dad

• May 2019
  • Our dedication to Mother’s Day!

• February 2019
  • Litigation Support for Real Estate Disputes

• January 2019
  • Forms 1099 are due January 31st
  • New Ruling on Independent Contractors Impacts Many Employers
  • Tax Calendar

• November 2018
  • 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

• May 2018
  • OCBJ article: The Critical Role of a CPA Firm in Bank Financing
  • Firm News: A Musical Gem
  • Tax Calendar

• February 2018
  • Changes in Deductibility of Meals & Entertainment Expenses
  • A New Addition to the Smith Dickson “Family” – at 6 lbs, 5 ounces!

• January 2018 – Forms 1099 reminder

• January 2018
  • Forms 1099
  • Forensic Accounting article from Orange County Business Journal
  • “The Perfect Strike Accountant”
  • Tax Calendar

• December 2017
  • Federal and California Tax Outlook – Latest Update
  • Tax Calendar

• November 2017
  • Debbie Dickson profiled in OCBJ’s “OC Style File”
  • Recent Litigation Support Engagement: Lost Income – Commercial Tenant
  • Tax Calendar

• September 2017
  • Protecting Yourself After Equifax Credit Breach
  • Smith Dickson sponsors – and wins – Bocce Invitational Charity Event!
  • New Form I-9: Are you in compliance?
  • Tax Calendar

• February 2017
  • New Filing Deadlines for 2016 Tax Returns

• January 2017:
  • Affordable Care Act
  • Forms 1099

• August 2016:
  • Yet another IRS scam – beware!
  • Wire transfer scam
  • Service spotlight: Individuals/Family Office

• June 2016: Special Issue:
  • NAWBO-OC honors Debbie Dickson with “Lifetime Achievement Award” – photos from gala, reprint of speech, video of award presentation and speech
  • Orange County Register recognizes Debbie Dickson’s career accomplishments

• May 2016:
  • Obtaining Bank Financing in Difficult Situations
  • Debbie Dickson to receive “Lifetime Achievement Award”

• May 2016 – Special Announcement:
  • Debbie Dickson selected for “Lifetime Achievement Award” by National Association of Women Business Owners

• January 2016
  • Affordable Care Act
  • Forms 1099

• December 2015 – Special Bulletin:
  • New Tax Act finalized!  Section 179 made permanent!

• August 2015 – Special Bulletin:
  • CONGRESS CHANGES MANY TAX RETURN DUE DATES & EXTENSIONS

• August 2015:
  • TAX IDENTITY THEFT
  • IRS CHANGES POLICY ON IDENTIFY THEFT
  • HOW FAR BACK CAN IRS CLAIM TAX EVASION OR FRAUD?
  • TAX CALENDAR

• May 2015:
  • MYTHS ABOUT BOOMERS AND REAL ESTATE
    WHY TAXES OFTEN AREN’T DONE APRIL 15TH
    BLENDED FAMILIES: NEED PRENUP AND A TRUST?
  • TAX CALENDAR

• March 2015:
  • TAX SEASON REMINDER
  • SIRS AUDIT RATE DROPS FOR INDIVIDUAL TAXPAYERS
  • SECRET LIVES OF THE RICH AND FAMOUS
  • IRS AUDIT RATE DROPS FOR INDIVIDUAL TAXPAYERS
  • WATCH OUT FOR PHONE SCAM: IRS IS NOT CALLING!
  • TAX CALENDAR

• January 2015:
  • FORMS 1099

• December 2014:
  • PRESIDENT OBAMA SIGNS ONE-YEAR TAX EXTENDERS PACKAGE

• November 2014:
  • ESTABLISHING LEADERSHIP IN YOUR MARKET
  • 7 STRANGE QUESTIONS THAT HELP YOU FIND YOUR LIFE PURPOSE
  • TAX CALENDAR

• August 2014:
  • TAX LAW PROPOSALS
  • ALERT: TELEPHONE SCAM
  • MARRIED COUPLE’S GUIDE TO CLAIMING SOCIAL SECURITY
  • TAX CALENDAR

• April 2014:
  • WEIRD & CRAZY TAX LAWS!
  • TAX CALENDAR

• January 2014:
  • PAYROLL TAX WITHHOLDING
  • FORMS 1099

• December 2013:
  • YEAR-END TAX PLANNING FOR BUSINESSES AND INDIVIDUALS

• September 2013:
  • OBAMACARE IS HERE. ARE YOU READY?

• May 2013:
  • PENALTIES AT STAKE IN CLASSIFICATION OF INDEPENDENT CONTRACTORS VS. EMPLOYEES
  • RADIO SHOWS AND SPEECHES
  • FIRM NEWS

• January 2013:
  • AMERICAN TAXPAYER RELIEF ACT OF 2012
  • RADIO INTERVIEW

• December 2012:
  • FEDERAL AND CALIFORNIA TAX OUTLOOK
  • RECENT ENGAGEMENTS

• August 2012:
  • FIRM NEWS
  • FEDERAL AND CALIFORNIA TAX OUTLOOK
  • RECENT ENGAGEMENT: LITIGATION SUPPORT – EMBEZZLEMENT CASE
  • ARTICLE: THE TAXES AND BANK LOAN QUANDARY
  • EMPLOYERS: NEW DOL RULES ON RETIREMENT PLAN FEE DISCLOSURE

• May 2012:
  • DICKSON EARNS CERTIFIED FORENSIC FINANCIAL ANALYST DESIGNATION (CFFA)
  • FIRM NEWS
  • RECENT ENGAGEMENT: BANK FINANCING
  • ARTICLE: THE HOT DOG VENDOR