Industry FocusOur firm has specialization in serving companies in a number of key industries including insurance, nonprofits, construction, manufacturing, SEC registered companies and professional athletes. Learn more about JLK Rosenberger and discover why so many across California and Texas have entrusted us with their audit, tax, consulting and business advisory needs.
News & Updates
Saving Tax with Home-Related Deductions and Exclusions
Currently, home ownership comes with many tax-saving opportunities. Consider both deductions and exclusions when you’re filing your 2016 return and tax planning for 2017:
Do You Need to File a 2016 Gift Tax Return by April 18?
Last year you may have made significant gifts to your children, grandchildren or other heirs as part of your estate planning strategy. Or perhaps you just wanted to provide loved ones with some helpful financial support. Regardless of the reason for making a gift, it’s important to know under what circumstances you’re required to file a gift tax return.
Insurance Tax and GAAP Update
JLK Rosenberger recently presented a tax update at the California Regional IASA conference on December 1, 2016. The slides discuss the potential tax changes under President Trump and a republican congress and how that might impact insurance companies.
The Fraud Continuum
Do you consider your internal controls to be well discerned and clearly documented? Is your “internal control documentation” an accumulation of accounting step procedures in contrast to clear-cut identification of controls that reside within those step procedures?