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Backdoor IRA

The purpose of the “Backdoor IRA” is so that a high income taxpayer (ordinarily high income taxpayers are excluded from…
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Backdoor IRA

Road Map Solo Business

Our small business approach has some flexibility depending on our clients needs, skills, and budget. The cost / fit / billing pages summarizes a bit on how we…
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Dates

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ISO Tax Planning – Incentive Stock Options

ISO – Incentive Stock Option Planning – Our Approach #1 Go for easy wins first: Low cost, no taxes, early…
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ISO Tax Planning – Incentive Stock Options

Tax planning with RSUs: Restricted Stock Units

We aim to explain and implement a tax strategy collaboratively. We will take care of the return preparation as well….
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Tax planning with RSUs: Restricted Stock Units

RSU Withholding issues and tax projections

Owing lots of federal tax at the year-end because of your RSUs? Need to know where you stand during the tax…
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RSU Withholding issues and tax projections

Buying a San Francisco Home

Buying a Bay area or San Francisco Home is a particularly difficult process. If the prices and limited housing stock…
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Buying a San Francisco Home

Tax Planning in Q3 for Stock Options, LLC, and S-Corporations

Quarterly payments and extended return deadlines around the corner! Take this as tax perspective and educational content only so please…
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Tax Planning in Q3 for Stock Options, LLC, and S-Corporations

Tax Planning 2018 and Beyond

Important points and dates below for any year-end planning items. Please do email if you have any questions. Be sure…
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Tax Planning 2018 and Beyond

What is year-end tax planning for stock option compensation, small businesses, or just an average employee?

Year-end tax planning is where we consider decision making prior to the year-end. December 31 is an important date, because…
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What is year-end tax planning for stock option compensation, small businesses, or just an average employee?

Backdoor IRA
Uncategorized

Backdoor IRA

The purpose of the “Backdoor IRA” is so that a high income taxpayer (ordinarily high income taxpayers are excluded from…
Read More
Uncategorized

Road Map Solo Business

Our small business approach has some flexibility depending on our clients needs, skills, and budget. The cost / fit / billing pages summarizes a bit on how we…
Read More
Uncategorized

Dates

Read More
ISO Tax Planning – Incentive Stock Options
Employee Stock Options

ISO Tax Planning – Incentive Stock Options

ISO – Incentive Stock Option Planning – Our Approach #1 Go for easy wins first: Low cost, no taxes, early…
Read More
Tax planning with RSUs: Restricted Stock Units
Employee Stock Options

Tax planning with RSUs: Restricted Stock Units

We aim to explain and implement a tax strategy collaboratively. We will take care of the return preparation as well….
Read More
RSU Withholding issues and tax projections
Employee Stock Options

RSU Withholding issues and tax projections

Owing lots of federal tax at the year-end because of your RSUs? Need to know where you stand during the tax…
Read More
Buying a San Francisco Home
Uncategorized

Buying a San Francisco Home

Buying a Bay area or San Francisco Home is a particularly difficult process. If the prices and limited housing stock…
Read More
Tax Planning in Q3 for Stock Options, LLC, and S-Corporations
Tax Update

Tax Planning in Q3 for Stock Options, LLC, and S-Corporations

Quarterly payments and extended return deadlines around the corner! Take this as tax perspective and educational content only so please…
Read More
Tax Planning 2018 and Beyond
Tax Update

Tax Planning 2018 and Beyond

Important points and dates below for any year-end planning items. Please do email if you have any questions. Be sure…
Read More
What is year-end tax planning for stock option compensation, small businesses, or just an average employee?
Tax Update

What is year-end tax planning for stock option compensation, small businesses, or just an average employee?

Year-end tax planning is where we consider decision making prior to the year-end. December 31 is an important date, because…
Read More
S-Corp v. Sole Member LLC II analysis
Small Business Tax

S-Corp v. Sole Member LLC II analysis

We are ready to crunch some numbers in the California sole member LLC versus S-Corp faceoff. If you have not…
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Picking the right legal entity in California: S-Corp or Sole Member LLC?
Small Business Tax

Picking the right legal entity in California: S-Corp or Sole Member LLC?

Part I – In General / Part II – Financial Cost v. Benefit Analysis Dear Gillingham CPA, what should “I”…
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Overnight Business Success – Q&A – Tax and Accounting Planning
Small Business Tax

Overnight Business Success – Q&A – Tax and Accounting Planning

Question: Dear G.CPA, my fiancé and I launched an internet business early this year and it has been an outstanding…
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Tax & Surf Quarterly – Gillingham CPA – Q4 2016
Tax Update

Tax & Surf Quarterly – Gillingham CPA – Q4 2016

This is an important time of year for gatherings, resolutions, and the most important thing in life: tax planning. Important…
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Podcast | Accounting Play

Financing for Startups with Bend Law Group, series III of III – With Alex King

We’ve reached the conclusion of our three-part series with the Bend Law Group. This time I was joined by Alex…
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Podcast | Accounting Play

IP Protection for Small Business with Bend Law Group, series II of III – With Tucker Cottingham

Welcome to Part II of our three-part podcast series with the Bend Law Group covering the legal considerations for small…
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Podcast | Accounting Play

Entity Selection for Small Business with Bend Law Group, series I of III – With Doug Bend

I’m excited to bring you Part I of our three-part podcast series with the Bend Law Group covering the legal…
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Small Business Tax

Small Business California Taxes and Cost

California, “Has Some Serious Taxes,” Let’s examine our favorite tax code. Living here you may quickly find yourself in a 9.3% tax bracket……
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Small Business Tax

Introducing the Solopreneur Tax & Accounting Package

Imagine up to date books that you can use to run your business better, a trusted advisor you can call…
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Small Business Tax

Over the Hill at 50

Milestone Achieved I may not be turning fifty, but Gillingham CPA is now celebrating fifty clients! This is an important…
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