Tax & Compliance Guides
Educational resources on tax compliance topics. These guides provide general information only and do not constitute tax advice. For engagement-specific guidance, complete an intake form.
Featured
IRS Tax Controversy & Resolution Guide
Expert guidance on resolving federal tax disputes, including collection procedures, resolution strategies, penalty abatement, and taxpayer rights.
One Big Beautiful Bill Act (OBBBA) Guide
Navigate significant tax reforms of the OBBBA Act, including new deductions, SALT changes, permanent QBI provisions, and estate tax exemptions.
California Business Taxation Guide
Navigate California's complex tax landscape with guidance on entity selection, franchise tax, LLC fees, local taxes, and strategic planning opportunities.
Individual Tax
Guides for individual taxpayers, investors, and high-net-worth individuals
IRS Tax Controversy & Resolution Guide
Expert guidance on resolving federal tax disputes, including collection procedures, resolution strategies, penalty abatement, and taxpayer rights.
Updated January 2026
One Big Beautiful Bill Act (OBBBA) Guide
Navigate significant tax reforms of the OBBBA Act, including new deductions, SALT changes, permanent QBI provisions, and estate tax exemptions.
Updated 2026
Cryptocurrency Tax Guide
Understand U.S. tax obligations for cryptocurrency transactions, including capital gains, ordinary income classification, and reporting requirements.
Updated January 2026
Staking Rewards Tax Guide
How staking rewards are taxed under current IRS guidance, including timing of income recognition and documentation requirements.
Updated January 2026
Business & LLC
Entity formation, business taxation, and local compliance guidance
California Business Taxation Guide
Navigate California's complex tax landscape with guidance on entity selection, franchise tax, LLC fees, local taxes, and strategic planning opportunities.
Updated 2026
Los Angeles & Culver City Business Tax Guide
Gross receipts tax rates, small business exemptions, the 2026 Culver City sales tax increase, and apportionment rules for businesses in Southern California.
Updated 2026
Los Angeles MEHKO Program Guide
Permit requirements, operational limits, prohibited food items, and tax obligations for Microenterprise Home Kitchen Operations in Los Angeles County.
Updated 2026
International & Cross-Border
FBAR, FATCA, treaty positions, and cross-border tax compliance
Disclaimer: These guides are updated periodically to reflect current regulatory guidance and are provided for educational purposes only. They do not constitute tax advice or create an advisor-client relationship. For questions specific to your situation, use our intake process to determine if engagement is appropriate.