DOL Report Calls for Improvement in Employee Benefit Plan Audits

6/26/15

The U.S. Department of Labor has issued results of a study of employee benefit plan audits that show a continuing need for improvement. The report is the result of a study that examined audits of Form 5500 filings from 2011. The DOL’s Employee Benefits Security Administration (EBSA) found that...

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Remember all the Talk about Government Reporting Requirements Associated with the Affordable Care Act?

6/26/15

Government Reporting Requirements Associated with the Affordable Care Act On June 25, 2015, the U.S. Supreme Court upheld a key provision of the Affordable Care Act (ACA), allowing eligible Americans in all states to continue receiving federal tax credits toward the purchase of health insurance....

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Tax Tips for Students with Summer Jobs

6/24/15

Students often get a job in the summer. If it’s your first job it gives you a chance to learn about work and paying tax. The tax you pay supports your home town, your state and our nation. Here are some tips students should know about summer jobs and taxes: • Withholding and Estimated Tax....

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Seven Tax Tips about Reporting Foreign Income

6/10/15

Are you a U.S. citizen or resident who worked abroad last year? Did you receive income from a foreign source in 2014? If you answered ‘yes’ to either of those questions here are seven tax tips you should know about foreign income: 1. Report Worldwide Income. By law, U.S. citizens and...

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Firm Principal Retires After 32 Years at WNDE

6/05/15

John Gallagher, principal and manager of the firm’s Escondido office since 1983, retired November 30. Although working part-time, he has had the responsibility for 175 tax clients, including doing tax returns for individuals, fiduciary, partnership, estates and corporations. John was born in...

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