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# Moskowitz LLP

## Sitemaps
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## Posts
- [Dirty Dozen 2026: The Tax Scams Individuals and Business Owners Should Watch During Filing Season](https://moskowitzllp.com/dirty-dozen-2026-the-tax-scams-individuals-and-business-owners-should-watch-during-filing-season/): Scammers are using complex schemes, such as AI deepfakes and identity theft, to commit billions of dollars in tax fraud each year. The IRS maintains a list of fraudulent schemes that taxpayers need to be aware of each tax season. Many of the entries on the list appear every year, although the Dirty Dozen often contains new schemes or additional information that you need to know based on changing fraud tactics. It is crucial that you are aware of how fraudsters may try to victimize you or steal your identity to file a fictitious tax return in your name.
- [What the New Schedule 1-A Means for 2025 Returns Filed in 2026](https://moskowitzllp.com/what-the-new-schedule-1-a-means-for-2025-returns-filed-in-2026/): There is a new form for this current tax season that reflects numerous changes in the law, and using it properly can benefit you financially. The experienced tax preparation professionals at Moskowitz, LLP are on top of all the tax laws and can explain how it may help you.
- [Spring Bookkeeping Cleanup: How Better Records Now Can Make Extension Season Far Less Painful](https://moskowitzllp.com/spring-bookkeeping-cleanup-how-better-records-now-can-make-extension-season-far-less-painful/): If you have filed for an extension with the IRS, you must use your time effectively. The experienced tax professionals at Moskowitz, LLP can work with you on a strategy that can make filing your actual return easier.
- [Who Actually Qualifies for the New Car Loan Interest Deduction?](https://moskowitzllp.com/who-actually-qualifies-for-the-new-car-loan-interest-deduction/): The new car loan interest deduction can save you a significant amount of money, but you need to qualify. The experienced tax professionals at Moskowitz LLP can help determine whether you are able to take this deduction.
- [Missed the June 15 PTE Prepayment? What Changed Under California’s New Rules](https://moskowitzllp.com/missed-the-june-15-pte-prepayment-what-changed-under-californias-new-rules/): A new California law has gone into effect that impacts how you make your pass-through entity election (PTE). Not knowing how this law works can cost you money.
- [The Enhanced Senior Deduction for 2026: What Older Taxpayers Should Know Before Filing](https://moskowitzllp.com/the-enhanced-senior-deduction-for-2026-what-older-taxpayers-should-know-before-filing/): If you are aged 65 or over, there is a new tax deduction that can save you money. The tax preparation professionals at Moskowitz, LLP will claim this deduction for you if you qualify.
- [Last Chance Refunds: Why Some Taxpayers Needed to File 2022 Returns by April 15, 2026](https://moskowitzllp.com/last-chance-refunds-why-some-taxpayers-needed-to-file-2022-returns-by-april-15-2026/): With tax season ending, you are coming up on a number of deadlines. At this late time frame, you may be better off getting professional help from a tax Attorney or CPA at Moskowitz LLP.
- [Can’t Pay Your Tax Bill by April 15? Why You Should Still File on Time](https://moskowitzllp.com/cant-pay-your-tax-bill-by-april-15-why-you-should-still-file-on-time/): With the April 15th tax deadline approaching, you may be afraid because you know that you will owe money to the IRS that you may not be able to pay. The tax attorneys and CPAs at Moskowitz LLP can explain your options and help explore a potential solution that is right for you while following the law.
- [An Extension Is Not an Extension to Pay: What Federal Filers Still Owe by April 15, 2026](https://moskowitzllp.com/an-extension-is-not-an-extension-to-pay-what-federal-filers-still-owe-by-april-15-2026/): Regardless of when you actually file your return, taxes owed are due to the IRS by April 15th. The tax attorneys and CPAs at Moskowitz LLP can help you understand what you need to do by April 15, 2026.
- [Crypto, NFTs, and Penalty Abatement: Fixing Late or Incorrect Digital Asset Reporting](https://moskowitzllp.com/crypto-nfts-and-penalty-abatement-fixing-late-or-incorrect-digital-asset-reporting/): The onus is on you to file your tax return on time and to make sure that you report everything correctly to the IRS. The experienced tax resolution professionals at Moskowitz, LLP can help you deal with any issues that stem from late or incorrect reporting of digital assets.
- [Crypto Fraud and Tax Scam Deduction](https://moskowitzllp.com/crypto-fraud-and-tax-scam-deduction/): Although there is a legislative gap that fails to provide full tax law benefits for those who have lost money in a crypto scam, there may still be some avenues of relief. Getting help from an experienced tax professional can clarify whether and how you can take a deduction for your losses.
- [Combining Penalty Abatement with Installment Agreements](https://moskowitzllp.com/combining-penalty-abatement-with-installment-agreements/): Although the IRS is tasked with collecting taxes and enforcing the law, there are also statutes on the books and procedures that can lead to flexibility under certain circumstances. At Moskowitz LLP, we represent taxpayers in working with the IRS to obtain more favorable results for their tax situation.
- [How To Prepare for Your First Estate Planning Appointment](https://moskowitzllp.com/how-to-prepare-for-your-first-estate-planning-appointment/): Adequate preparation for your first estate planning appointment will help ensure that your attorney prepares the best estate plan for you in the shortest period of time.
- [What the One Big Beautiful Bill Means for Small Business Owners](https://moskowitzllp.com/what-the-one-big-beautiful-bill-means-for-small-business-owners/): The landmark One Big Beautiful Bill Act, signed into law in July 2025, introduces a sweeping set of tax reforms designed to benefit many small- and medium-sized businesses across the country — including many of our clients at Moskowitz LLP.
- [Tax Preparation Mistakes Small Businesses Should Avoid](https://moskowitzllp.com/tax-preparation-mistakes-small-businesses-should-avoid/): Tax season can be stressful for any business, but for small business owners juggling multiple responsibilities, it can be especially overwhelming. Even seemingly minor mistakes can lead to tax liabilities, penalties, or IRS scrutiny. At Moskowitz LLP, our tax preparation team routinely helps business owners clean up avoidable issues—many of which come down to the repeated mistakes year after year.
- [Missed the October Filing Extension Deadline](https://moskowitzllp.com/missed-the-october-filing-extension-deadline/): If you missed the IRS’s October tax extension deadline, you’re not alone—and you’re not out of options. While missing the deadline can lead to penalties, interest, and IRS notices, it’s also a situation that can be brought under control with the right steps and timely guidance. At Moskowitz LLP, our tax resolution team helps individuals and businesses navigate these issues and minimize the consequences of filing late.
- [Options for SMBs Facing Tax Debt](https://moskowitzllp.com/options-for-smbs-facing-tax-debt/): Tax debt can be a crushing blow for any small business, and it is crucial that you take steps to resolve it as soon as possible. Our experienced team of tax resolution lawyers, CPAs, and enrolled agents at Moskowitz LLP can represent you in front of the IRS as you seek a solution.
- [Resolving Payroll Tax Disputes](https://moskowitzllp.com/resolving-payroll-tax-disputes/): Payroll taxes are an area that is fraught with danger for business. If you have any disputes with the IRS or California’s Employment Development Department (EDD), our team of tax resolution attorneys, CPAs, and enrolled agents at Moskowitz, LLP can help.
- [Why You Should Hire a Tax Professional Instead of Representing Yourself in an IRS or State Tax Matter](https://moskowitzllp.com/why-you-should-hire-a-tax-attorney-instead-of-representing-yourself-in-an-irs-or-state-tax-matter/): Dealing with the IRS or State taxing authorities is stressful, time-consuming, and full of traps that can quickly turn a manageable issue into a costly one. Many taxpayers attempt to handle audits, tax balances, or notices on their own, only to find themselves facing larger assessments, denied claims, or escalating penalties.
- [Top 5 Employment Tax Mistakes That Attract IRS Attention And How to Fix Them Fast](https://moskowitzllp.com/top-5-employment-tax-mistakes-that-attract-irs-attention-and-how-to-fix-them-fast/): Employers are obligated to make periodic payroll tax payments to the IRS. The tax lawyers at Moskowitz LLP can help keep you in compliance with tax laws and avoid adverse consequences.
- [Reduce the Risk of a Tax Audit: 10 Steps to Keep Your Books Clean and Your Receipts Ready](https://moskowitzllp.com/reduce-the-risk-of-audit-10-steps-to-keep-your-books-clean-and-your-receipts-ready/): Tax season doesn’t start in April—it starts with how you manage your books every single day. The businesses that sail through tax season (and sleep better at night) are the ones that keep their financial records accurate, consistent, and digital.
- [Advanced 1031 Exchange Strategies & Techniques](https://moskowitzllp.com/advanced-1031-exchange-techniques/): Advanced 1031 exchange techniques - such as reverse exchanges, improvement (build-to-suit) exchanges, tenancy-in-common restructurings, Delaware Statutory Trust allocations, and related-party planning - can provide significant tax deferral and strategic flexibility when properly executed. However, these structures involve strict statutory timelines, complex Treasury Regulations, IRS safe harbor requirements, and heightened audit scrutiny under doctrines such as step-transaction and substance-over-form.
- [1031 Exchange Tax Audits](https://moskowitzllp.com/1031-exchange-tax-audits/): 1031 exchanges are among the most closely scrutinized tax issues for auditors – they are widely used and frequently misused, with many investors running afoul of the rules.
- [IRS Operations During the Government Shutdown: What Taxpayers Need to Know](https://moskowitzllp.com/irs-operations-during-the-government-shutdown-what-taxpayers-need-to-know/): As the federal government shutdown continues, the Internal Revenue Service (IRS) has furloughed a significant portion of its workforce — a move that will impact millions of taxpayers and businesses nationwide.
- [What Happens to IRS, Tax Courts, and Collections During a Federal Shutdown: What You NEED to Know](https://moskowitzllp.com/what-happens-to-irs-tax-courts-and-collections-during-a-federal-shutdown-what-you-need-to-know/): As of 12:01am on Wednesday, October 1, 2025, the federal government has officially shut down. While some essential functions will continue, many agencies, including the IRS, are bracing for staffing cuts, service delays, and operational uncertainty. For taxpayers and practitioners alike, this raises pressing questions about what to expect in the coming days and weeks. Will tax deadlines still apply? What happens to pending Tax Court cases? Does the IRS continue collections during a shutdown?
- [LLC vs. S Corp vs. C Corp: Which Saves You the Most in Taxes?](https://moskowitzllp.com/llc-vs-s-corp-vs-c-corp-which-saves-you-the-most-in-taxes/): Selecting a corporate entity type can impact how much you pay in taxes and how attractive your business is in its ability to raise capital. The experienced tax attorneys at Moskowitz LLP can give you key advice about which choice may work best for you.
- [IRS Offer in Compromise Lawyer](https://moskowitzllp.com/irs-offer-in-compromise/): An Offer in Compromise (OIC) is a formal IRS or state agency application by a taxpayer to satisfy their tax liability for less than the full amount owed. It’s designed for taxpayers who do not have the resources to pay the full tax debt or for whom full payment would create undue hardship.
- [How Apple Legally Minimizes Income Tax](https://moskowitzllp.com/what-a-tax-attorney-can-do-for-you-understand-how-apple-inc-legally-does-not-pay-income-tax/): Public discussions often frame the question as “How does Apple not pay income tax?” The technically accurate framing is different: Apple does pay income taxes, but historically it has achieved very low effective tax rates on certain portions of its global profits through lawful international tax planning. The distinction matters. The issue is not nonpayment, but rather the strategic use of corporate structuring, intellectual property (IP) migration, transfer pricing, and deferral rules that—until recent reforms—allowed substantial profit shifting.
- [Build Wealth, Preserve Legacy: Real Estate Tax Strategies with the Tax Law Firm of Moskowitz LLP](https://moskowitzllp.com/build-wealth-preserve-legacy-real-estate-tax-strategies-with-the-tax-law-firm-of-moskowitz-llp/): Real estate has long been one of the most powerful vehicles for building wealth, creating generational legacies, and reducing tax exposure—when done strategically. At Moskowitz LLP, we represent real estate owners, investors, buyers, and sellers with the purpose of legally reducing their tax burdens while enjoying the long-term value of their assets.
- [Unlock the Many Business and Tax Benefits of Boat Ownership with the Tax Law Firm of Moskowitz LLP](https://moskowitzllp.com/unlock-the-many-business-and-tax-benefits-of-boat-ownership-with-the-tax-law-firm-of-moskowitz-llp/): At Moskowitz LLP, we believe in helping clients make the most of their lifestyle investments—and few investments are as rewarding or versatile as owning a boat. Whether you’re considering purchasing a yacht for charter purposes or simply dreaming of a second home on the water, the tax code offers powerful incentives that can turn your dream into a strategic financial move.
- [How to Expedite Your Employee Retention Credit [ERC] Refund Before a Possible Presidential Order Ends It](https://moskowitzllp.com/erc-expeditors-refund-help/): Many businesses that filed legitimate ERC claims are still waiting. The IRS backlog remains monstrous - with vast numbers of claims sitting around, gathering dust, remaining unprocessed. President Trump has promised to cut Two Trillion dollars in federal spending. Will that include an executive order ending ERC? The Department of Government Efficiency is already laying off some essential consumer advocates. You need to hurry while some of these advocates still remain.
- [International Issues in Estate Planning: One Will or Two?](https://moskowitzllp.com/international-issues-in-estate-planning-one-will-or-two/): You may need to have a separate will for each country in which you have assets. Individuals and couples with assets in more than one country need to ensure that their estate planning documents are valid in all the jurisdictions in which they have property. Although in some instances this may be accomplished by means of one set of documents, in most cases having separate wills for the U.S. and the foreign assets is preferred.
- [When Do You Need a Lawyer for Tax Issues?](https://moskowitzllp.com/when-do-you-need-a-tax-attorney/): It is very important to handle tax issues correctly from the start. Mistakes can cost you a great deal of money, time and hassle - and in some cases may even land you in prison.
- [Navigating ERC Application Challenges: How the Tax Law Firm of Moskowitz LLP Can Assist With Pending Claims, Disallowances, and Audits](https://moskowitzllp.com/navigating-erc-application-challenges/): The Employee Retention Credit (ERC) was created as a pandemic-era lifeline for eligible employers, but the program has also been heavily targeted by aggressive promoters and “too good to be true” marketing. As a result, the IRS has significantly increased scrutiny, slowed processing, and issued disallowance notices and audits sometimes sweeping legitimate claims into the same enforcement dragnet as questionable filings. The National Taxpayer Advocate has noted that the ERC filing window has closed, yet hundreds of thousands of claims remain unresolved, making this an ongoing issue for businesses still waiting for answers.
- [Proactive Strategies for Overcoming IRS Delays in ERC Processing](https://moskowitzllp.com/proactive-strategies-for-overcoming-irs-delays-in-erc-processing/): As you may be aware, the IRS announced in September 2023 it was delaying the processing of Employee Retention Credit (“ERC”) applications. Even before this moratorium, the IRS had a tremendous backlog for ERC review, meaning submissions before the moratorium announcement were already delayed. Although these delays are out of the firm’s control, we want you to receive your payments plus interest as soon as possible. It is important to note the IRS’s actions are unprecedented as it is proactively going against the will and intent of Congress, which is to assist businesses that suffered through the Pandemic.
- [2023 Tax Preparation – It’s the Perfect Time To Start!](https://moskowitzllp.com/2023-tax-preparation/): Our tax preparation Early Bird Discount was so popular last year that we decided to offer it again.
- [Buying an Electric Vehicle? Know These Tax Law Changes](https://moskowitzllp.com/electric-vehicle-tax-law-changes/): The good news is that the newly enacted Inflation Reduction Act includes a wholly revamped tax credit for electric vehicles that starts in 2023 and continues through 2032.
- [IRS Small Business Audit Triggers](https://moskowitzllp.com/irs-small-business-audit-triggers/): The IRS is always scanning tax returns from small businesses that look unusual or out of the ordinary. Here are five areas of your business to be ready to defend should the IRS start asking you questions:
- [Cryptocurrency: Scams and How to Avoid Them](https://moskowitzllp.com/how-to-avoid-cryptocurrency-scams/): To summarize, the only way someone can gain direct access to your cryptocurrency is if you’ve stored your private key on a hackable device.
- [Cryptocurrency: The Power of Perspective](https://moskowitzllp.com/cryptocurrency-the-power-of-perspective/): If you’ve just developed an interest in cryptocurrency, it is important to remember the power of perspective. It is true that each of these people is extremely successful in their field, but being an expert in traditional finance doesn’t mean that they understand the relatively new world of digital assets. Also keep in mind that all of these figures’ jobs are to manage your money and your expectations – and cryptocurrency isn’t a conventional investment.
- [Cryptocurrency: The Bitcoin Killer](https://moskowitzllp.com/cryptocurrency-the-bitcoin-killer/): Over the years, more and more scams have begun to occur in the world of cryptocurrency. Which one is the worst of them all, however, has never been in doubt.
- [10 Useful Real Estate Tax Credits for Developers and Investors](https://moskowitzllp.com/real-estate-tax-credits-for-developers-investors/): Real estate tax credits were developed to encourage investment in projects that provide a direct societal or environmental benefit. Today, as more people are seeking an investment strategy that’s guided by conscience as well as gain, these credits allow taxpayers to address vital environmental, social, and governance (ESG) issues—while substantially reducing their tax burden.
- [Tax Planning: A Wise Investment in Your Future](https://moskowitzllp.com/tax-planning-invest-in-your-future/): A tax planner looks at your complete financial landscape–your business, your investments, your history—helping you make choices that reflect your long-term financial goals. Essential business tax planning services include…
- [KPIs In the Restaurant & Hospitality Industry](https://moskowitzllp.com/kpis-for-restaurants-hospitality-industry/): Where would you like to see your business in five years, or in ten? The restaurant industry is highly competitive, and success demands hard work and attention to detail. How do you measure success and identify areas in need of improvement? Key performance indicators (KPIs) can help you make sense of the numbers so you can plan for your future.
- [Tax-Loss Harvesting: How Your Investment Losses Can Work for You](https://moskowitzllp.com/tax-loss-harvesting-make-a-loss-work-for-you/): So how can you use your portfolio’s weakest stocks to strengthen your position? Tax-loss harvesting offers one solution.
- [How and Why to Invest in Real Estate Using a Self-Directed IRA](https://moskowitzllp.com/real-estate-self-directed-ira/): Make Your Self-Directed Ira the Gateway To Real Estate Investing!
- [How To Prepare and What to Bring to Your Employee Retention Credit (ERC) Consultation](https://moskowitzllp.com/preparing-for-your-erc-consultation/): Since the onset of the COVID-19 pandemic, businesses have been hard-hit by government orders, reduced foot traffic, absenteeism, and supply chain issues. The CARES Act has sought to offer some relief to struggling businesses still reeling from the effects of the pandemic. One such lifeline is the Employee Retention Credit (or ERC), a substantial tax credit available to employers who qualify.
- [Reminder: Did you Claim your Employee Retention Credits? ](https://moskowitzllp.com/did-you-claim-your-employee-retention-credits/): Reminder: Did you claim your Employee Retention Credits?
- [Happy Holidays](https://moskowitzllp.com/happy-holidays/): I often look to history to gain perspective on the present. The wisdom of the ages reminds us that opportunities can be seized, challenges overcome, and even our biggest fears faced down.
- [Common Human Resources and Employment Related KPIs](https://moskowitzllp.com/common-human-resource-and-employment-related-kpis/): Managing people successfully requires a specific set of skills and tools. Today’s human resources managers need to locate and recruit top talent while assessing factors such as employee engagement, productivity, and employee turnover rate.

## Pages
- [Irvine Tax Lawyer](https://moskowitzllp.com/irvine/): When tax concerns arise, they can affect far more than your current finances. Your business, assets, professional credibility, and long-term security may all be at risk. For Irvine business owners, medical professionals, dentists, attorneys, real estate professionals, contractors, executives, investors, startup founders, and high-net-worth individuals across Silicon Valley, one tax dispute can quickly become a significant legal and financial problem.
- [Oakland Tax Attorneys](https://moskowitzllp.com/oakland/): Tax issues can threaten your business operations, personal assets, professional standing, and long-term financial stability. For business owners, doctors, dentists, attorneys, real estate professionals, contractors, executives, investors, startup founders, and high-net-worth individuals in Oakland and the greater Silicon Valley region, a single tax matter can quickly grow into a serious legal and financial challenge.
- [Palo Alto Tax Attorneys](https://moskowitzllp.com/palo-alto/): Tax problems can place your business, assets, professional reputation, and long-term financial security at risk. For business owners, physicians, dentists, attorneys, real estate professionals, contractors, executives, investors, startup founders, and high-net-worth individuals in Palo Alto and the greater Silicon Valley area, even one tax issue can quickly become a serious financial and legal concern.
- [Sacramento Tax Lawyer](https://moskowitzllp.com/sacramento/): A tax problem can put your company, assets, career reputation, and financial future in jeopardy. In Sacramento to Silicon Valley, business owners, physicians, dentists, lawyers, real estate professionals, contractors, executives, investors, founders, and high-net-worth individuals often face tax matters where even one unresolved issue can become a major legal and financial burden.
- [San Diego Tax Lawyer](https://moskowitzllp.com/san-diego/): Tax problems can create serious consequences for your business, wealth, reputation, and future financial security. For executives, investors, startup founders, business owners, physicians, dentists, attorneys, contractors, real estate professionals, and high-net-worth individuals in San Diego, Sorrento Valley & Carmel Valley, a single tax issue can quickly escalate if not handled properly.
- [San Jose Tax Lawyer](https://moskowitzllp.com/san-jose/): Tax problems can put everything you have worked for at risk. For business owners, physicians, dentists, attorneys, real estate professionals, contractors, executives, investors, and high-net-worth individuals in San Jose and the greater Silicon Valley area, even one tax issue can quickly become a serious financial and legal concern.
- [Home](https://moskowitzllp.com/)
- [Los Angeles Estate Planning Lawyer](https://moskowitzllp.com/los-angeles/estate-planning-lawyer/): Since your family is important to you, it is vital that you take action now to protect and support them in the future. An experienced Los Angeles estate planning attorney at Moskowitz LLP can help you devise an estate plan and put it into practice.
- [Los Angeles Tax Preparation For Businesses & Individuals](https://moskowitzllp.com/los-angeles/tax-preparation/): Preparing and filing your taxes correctly requires more than just good recordkeeping—it requires insight into how accounting, tax law, and compliance intersect. Both the IRS, California Franchise Tax Board (FTB), the California Department of Tax and Fee Administration (CDTFA), Employment Development Department (EDD), and other state and local tax authorities impose steep penalties for errors or omissions, and even small mistakes can draw unwanted scrutiny.
- [Los Angeles Tax Attorneys – Tax Court Litigation](https://moskowitzllp.com/los-angeles/tax-court-litigation/): Facing the IRS in the United States Tax Court is one of the most frightening situations a taxpayer can experience. Whether you are an individual or a business, appearing before the U.S. Tax Court without experienced legal counsel can jeopardize both your rights, the case, and your finances.
- [Los Angeles Criminal Tax Representation](https://moskowitzllp.com/los-angeles/criminal-tax-representation/): When the IRS suspects a taxpayer acted intentionally, not by mistake, an audit can turn into a Criminal Tax matter with serious, immediate consequences. In Los Angeles, that shift often comes without much warning: a high-pressure examination, an unexpected outreach from an IRS special agent, a subpoena, or a target letter tied to a larger investigation.
- [San Francisco Criminal Tax Representation](https://moskowitzllp.com/san-francisco/criminal-tax-representation/): When the IRS believes a taxpayer acted willfully, not accidentally, what starts as an audit can escalate into a criminal tax matter with high-stakes consequences. For San Francisco business owners, executives, founders, and high-net-worth individuals, criminal tax exposure can appear quickly: an aggressive audit, a surprise visit from an IRS special agent, a subpoena, or a target letter connected to a broader investigation.
- [Moskowitz LLP San Francisco Office](https://moskowitzllp.com/san-francisco/): At Moskowitz LLP, we understand what is at stake when it comes to your financial and tax matters. Our team of experienced tax attorneys, CPAs, and enrolled agents collaborates to provide comprehensive, end-to-end support for individuals and businesses throughout California.
- [Los Angeles Employee Retention Credit Attorneys](https://moskowitzllp.com/los-angeles/employee-retention-credit-attorneys/): At Moskowitz LLP, we’ve helped hundreds of business owners nationwide successfully claim and defend their Employee Retention Credit (ERC) refunds. The ERC was designed to reward employers who retained staff during the COVID-19 pandemic—but with the IRS now delaying and aggressively auditing claims, experienced legal representation has become essential.
- [San Francisco Tax Preparation Services](https://moskowitzllp.com/san-francisco/tax-preparation-services/): At Moskowitz LLP, our tax professionals and CPAs understand that most people just want to file their taxes, get them done right, and pay no more than what’s legally required. That's where we come in. Our experienced team of San Francisco tax preparers ensure that your tax returns are assembled and organized with precision and attention to detail, from routine filings to the most complex individual or business returns.
- [San Francisco Tax Planning Services](https://moskowitzllp.com/san-francisco/tax-planning-services/): At Moskowitz LLP, our experienced team of our tax lawyers, CPAs offer personalized tax planning services to help individuals and businesses minimize tax liabilities while providing full compliance with federal, state, and local tax laws including American treatment of international income and assets.
- [San Francisco Strategic Business Services](https://moskowitzllp.com/san-francisco/strategic-business-services/): From entity formation to corporate governance and intellectual property protection, our comprehensive services provides that your business is organized for success and safeguarded from future risks.
- [San Francisco Tax Audit Representation Services](https://moskowitzllp.com/san-francisco/tax-audit-representation-services/): IRS audits often come with the risk of severe penalties, substantial fines, and even criminal prosecution. Our team of seasoned tax attorneys, CPAs and enrolled agents understand the high stakes involved in IRS, Franchise Tax Board and State tax audits, and we are here to aggressively protect & defend your rights, your assets, and your reputation.
- [Los Angeles Business Formation Lawyers](https://moskowitzllp.com/los-angeles/business-formation-lawyers/): The choices you make when forming your business can shape its success and long-term tax implications. The Los Angeles business formation attorneys at Moskowitz LLP provide comprehensive legal and tax guidance to help entrepreneurs and business owners establish strong, compliant, and tax-efficient foundations.
- [Los Angeles CPA, Accounting & Bookkeeping](https://moskowitzllp.com/los-angeles/accounting-bookkeeping-services/): Running a business in Los Angeles means managing a wide range of financial responsibilities throughout the year. Staying on top of these tasks is essential—not only to maintain financial clarity but also to prepare effectively for tax season. At Moskowitz LLP, our seasoned Los Angeles CPAs and bookkeeping professionals bring over 30 years of experience helping individuals and small businesses thrive.
- [San Francisco Tax Resolution Services](https://moskowitzllp.com/san-francisco/tax-resolution-services/): At Moskowitz LLP, we know that facing the IRS, California Franchise Tax Board (FTB) or other state & city tax authorities can feel overwhelming, especially when the risks involve escalating penalties, asset seizures, wage garnishments, levies, or even the threat of criminal prosecution.
- [San Francisco Tax Litigation](https://moskowitzllp.com/san-francisco/tax-court-litigation/): At Moskowitz LLP, our highly experienced San Francisco tax attorneys are skilled in using Tax Court litigation as a powerful tool to defend your rights, minimize liabilities, and achieve favorable outcomes that can’t always be secured through negotiation with the IRS alone.
- [San Francisco Estate Planning Services](https://moskowitzllp.com/san-francisco/estate-planning-services/): Without a meticulously crafted estate plan, you risk leaving behind a tangled mess of legal disputes, tax liabilities, and financial instability. At Moskowitz LLP, our San Francisco estate planning attorneys & financial professionals offer comprehensive estate planning services designed to protect your estate from potential threats and provides that your wishes are carried out precisely as intended.
- [San Francisco Employee Retention Credit (ERC) Services](https://moskowitzllp.com/san-francisco/employee-retention-credit-erc-services/): However, the complexities involved in applying for the credit, further exacerbated by fraudulent companies filing false claims and the ongoing IRS delays, have created a challenging environment for those businesses legitimately waiting for the money Congress intended them to receive. At Moskowitz LLP, our tax attorneys, CPAs, and financial professionals advocate for you to expedite the receiving of your checks, knowledgeable audit representation, and fierce advocacy in the face of ERC rejections, which only give you 30 days to appeal.
- [Los Angeles Tax Planning Services](https://moskowitzllp.com/los-angeles/tax-planning-services/): Effective tax planning is essential for managing your wealth and protecting your business. Without a strategy in place, you may end up paying far more to the IRS, the California Franchise Tax Board (FTB), and other state and local tax authorities than the law requires. The Los Angeles tax planning professionals and CPAs at Moskowitz LLP combine legal insight with accounting precision, attempting to help you minimize your tax liability and make sound financial decisions.
- [Los Angeles Tax Audit Defense Representation](https://moskowitzllp.com/los-angeles/tax-audit-representation/): Receiving notice of a tax audit—whether from the Internal Revenue Service (IRS) or the California Franchise Tax Board (FTB)—can be one of the most stressful experiences for any individual or business owner. Insufficient response or inadequate representation could cause significant financial and legal consequences. The Los Angeles tax audit defense attorneys and CPAs at Moskowitz LLP provide skilled, strategic defense throughout every stage of the audit process.
- [Los Angeles Tax Resolution Services](https://moskowitzllp.com/los-angeles/tax-resolution-services/): If you owe back taxes to the IRS, the California Franchise Tax Board (FTB), the California Department of Tax and Fee Administration (CDTFA), the Employment Development Department (EDD) and other state and local tax authorities, your finances and assets could be at immediate risk.
- [Experienced Tax Attorneys for Unfiled & Delinquent Taxes Near Salt Lake City Utah](https://moskowitzllp.com/experienced-tax-attorneys-for-unfiled-delinquent-taxes-near-salt-lake-city-utah/): Our skilled tax attorneys and CPAs want to resolve unfiled tax returns for individuals and businesses, negotiate with the IRS and state agencies, help avoid penalties, and provide defense if charged with tax crimes or civil violations.
- [Experienced Tax Preparers Near Salt Lake City Utah](https://moskowitzllp.com/experienced-tax-preparers-near-salt-lake-city-utah/): At Moskowitz LLP, our experienced tax preparers and CPAs provide precise, compliant services, whether for routine tax filings or complex tax returns. We work to secure every deduction, credit, and benefit to which you’re legally entitled.
- [Moskowitz, LLP Los Angeles Office](https://moskowitzllp.com/los-angeles/): At Moskowitz LLP, we know what’s at stake when it comes to your financial and tax matters. Our team of experienced attorneys, CPAs, and enrolled agents work together to provide end-to-end support for individuals and businesses across California.
- [ERC Audit Defense & Support | Moskowitz LLP](https://moskowitzllp.com/erc-audit-support/): Don’t wait for refunds, denials, or audits to resolve themselves. Get the help you need today. ERC applicants have had to face three major challenges: delayed ERC checks, rejected ERC claims, and audits. Here at Moskowitz LLP, we’re focused on resolving whichever issue stands in your way – quickly and effectively.
- [Experienced Tax Attorneys for Unfiled & Delinquent Taxes | Moskowitz LLP](https://moskowitzllp.com/tax-attorney-unfiled-delinquent-taxes/): Our skilled tax attorneys and CPAs want to resolve unfiled tax returns for individuals and businesses, negotiate with the IRS and state agencies, help avoid penalties, and provide defense if charged with tax crimes or civil violations.
- [Trusted Accounting Services for Financial Success | Moskowitz LLP](https://moskowitzllp.com/accounting-services/): Uncommon Approach. Because we’re a law firm that also employs accountants, we’re uniquely positioned to address tax, estate, and related needs from a comprehensive perspective. We can help you manage legal problems and avoid accounting woes – all under one roof.
- [Accurate Bookkeeping Services for Businesses | Moskowitz LLP](https://moskowitzllp.com/bookkeeping-services/): Every business has unique bookkeeping needs. Our cleanup services are customized to provide that your financial records are accurate, compliant, and to best serve you.
- [San Francisco CPA, Accounting & Bookkeeping](https://moskowitzllp.com/san-francisco/accounting-services-and-bookkeeping/): Accurate accounting and bookkeeping are the foundation of sound financial health, providing compliance with tax laws and allowing for informed decision-making to maximize profit and legally minimize taxes. At Moskowitz LLP, our team of San Francisco CPAs, seasoned accountants, bookkeepers and lawyers provide comprehensive accounting and financial organization & guidance tailored to your needs.
- [Tax Preparation With Moskowitz LLP](https://moskowitzllp.com/tax-preparation-with-moskowitz-llp/): We can help you take advantage of tax planning laws both before and after year-end.
- [Search](https://moskowitzllp.com/search/): Search the Moskowitz LLP website on this page. Fill out the text field, then click the Search button to get results.
- [Tax Planning With Moskowitz LLP](https://moskowitzllp.com/tax-planning-with-moskowitz-llp/): Tax Planning With Moskowitz LLP
- [Client Success Stories](https://moskowitzllp.com/success-stories/): Every client and every case are important to us, and we are thoughtful, committed, and responsive to our clients. We deal with the toughest facts and the toughest adversaries every day and are fearless in our defense of our clients’ interests and relentless in pursuit of our clients’ goals. With over 30 years of experience, our firm has handled:
- [Tax Newsletter](https://moskowitzllp.com/contact-us/tax-newsletter/): The Moskowitz LLP Newsletter is far more than a rich source of the very latest tax information. It is also where we alert subscribers to our newest webinars, where viewers can ask questions live! Sign up today.

## Practical Tax
- [#57 | Green Tax Initiatives and Side Hustles for Businesses feat. Congressman Jared Huffman & Chris Westfall](https://moskowitzllp.com/practical-tax/green-tax-initiatives-side-hustles/): On this episode of Practical Tax, Congressman Jared Huffman joins us to discuss green tax initiatives and Chris Westfall joins us to discuss side husltles for businesses.
- [#56 | The Cost Of Poor Health and Tax Advantages of Philanthropy feat. Dr. Gregg Larivee & Les Winston](https://moskowitzllp.com/practical-tax/tax-advantages-of-philanthropy/): Dr Gregg Larivee gives their insight on the cost of poor health, while Les Winston discusses the business philanthropy.
- [#55 | Learning To Manage Growth and Productivity feat. Meghan Watkins](https://moskowitzllp.com/practical-tax/managing-growth-and-productivity/): Meghan Watkins of CEO Coaching International joins us this week to discuss the intricacies of managing your businesses growth and productivity.
- [#54 | Thinking Outside The Box and When Personal Injury Business Meets Tax Law feat. George Nagle & Gregg Goldfarb](https://moskowitzllp.com/practical-tax/when-personal-injury-meets-tax-law/): George Nagle is a former Global Executive Director of Marketing with responsibility for a portfolio of over $352 million. He’s joined by Personal Injury Attorney Gregg Goldfarb who discusses where injury and taxes intersect.
- [#53 | Understanding Profits and Guiding Your Business Through a Recession feat. Rocky Lalvani & Stephen Patterson](https://moskowitzllp.com/practical-tax/profits-guiding-businesses-through-recession/): Rocky Lalvani joins us to discuss the ironic twist that businesses need to focus more on profits and Stephen Patterson tells us how to guide your business through a recession.
- [#52 | Paying for College and Tax Effects on Divorce feat. Derrick Kinney & Sharon Ramage](https://moskowitzllp.com/practical-tax/tax-effects-on-college-and-divorce/): Financial expert Derrick Kinney discusses 529’s and how to prepare for a child’s education and Sharon Ramage joins us to discuss how you maneuver the taxable side of divorce.
- [#51 | Salaries for Small Businesses and Business Coaching feat. Andi Monet & Jay McDonald](https://moskowitzllp.com/practical-tax/small-business-salaries-business-coaching/): On this episode, we speak with expert on salaries and discuss how small businesses can compete for employees by offering more than just money. Also, an experienced CEO and coach to Fortune 500 companies joins us and discusses guiding individuals and teams to success.
- [#50 | Integrating Startups and Technology & When to Invest in Real Estate feat. Steve Gilman & GP Theriot](https://moskowitzllp.com/practical-tax/startups-and-tech-real-estate-investing/): How do startups navigate the integration of technology with old world business models, and how do you know when it's a good time to invest in real estate.
- [#49 | Tax Code Effects on Intellectual Property and Investing in the Construction Industry feat. John Rizvi & Shelly Armato](https://moskowitzllp.com/practical-tax/intellectual-property-and-contrustion-investing/): Patent Attorney John Rizvi discusses intellectual property and how the tax code applies to the sale of ideas, plus experienced Construction analyst Shelly Armato discusses the state of construction and the ups and downs of investing in the construction industry.
- [#48 | Distinguishing Estate Planning and Asset Protection and Pondering Jerome Powell’s Next Move feat. Darol Tuttle & Mitch Kramer](https://moskowitzllp.com/practical-tax/estate-planning-asset-protection-jerome-powell/): Darol Tuttle discusses the difference between estate planning and asset protection, while Fluent Financial’s Mitch Kramer ponders the FED’s Jerome Powell’s next move.
- [#47 | Investments in Oil and Gas and Challenges Facing Small Businesses feat. Grant Norwood & Yoseph West](https://moskowitzllp.com/practical-tax/investing-in-oil-and-gas-and-small-businesses/): Energy CEO Grant Norwood discusses investments in Oil and Gas, while Yoseph West talks with Steve about challenges facing small businesses.
- [#46 | Cost of Raising a Child and Stock Loss Harvesting feat. Mike Davidson & Jackson Carr](https://moskowitzllp.com/practical-tax/cost-of-raising-a-child-and-stock-loss-harvesting/): How much does it cost to raise a child and should anyone with a stock portfolio regularly review for stock loss harvesting potentials.
- [#45 | Driving Successful Business and Differences Between Trade School and College feat. Dr. Jane Gardner & David Cathey](https://moskowitzllp.com/practical-tax/driving-successful-business-and-differences-between-trade-school-and-college/): Profit aside, what business goals should drive successful businesses and should you ever consider advising a high school student to attend a trade school over college?
- [#44 | Art of Financial Planning and Business Air Travel feat. Lydia Desnoyres and Mike Hatten](https://moskowitzllp.com/practical-tax/art-of-financial-planning-and-business-air-travel/): The art of financial planning and what is the state of business air travel with aviation expert Mike Hatten.
- [#43 | Hotel Economy and Professional Coaching in the Business World feat. Jon Handlery and Kelly Accetta](https://moskowitzllp.com/practical-tax/hotel-economy-and-professional-coaching-in-the-business-world/): What’s the latest in the hotel economy with the owner of 90 yr old Handley in Union Square and the importance of professional coaching in the business world.
- [#42 | Tax Advantages of Solar Technology and IRS Scammers feat. Ali Samana & Terence Lee](https://moskowitzllp.com/practical-tax/tax-advantages-of-solar-technology-and-irs-scammers-feat-ali-samana-terence-lee/): The tax advantages and the future of solar and other green technology. Plus, a Security and Fraud specialist offers insights on IRS scammers.
- [#41 | Remote Work and it’s Effect on Office Space feat. Michael Cupps & Todd Rothbard](https://moskowitzllp.com/practical-tax/episode-41-remote-work-and-its-effect-on-office-space/): Michael Cupps discusses remote working, the four-day workweek and the future of office space. Tenant and Landlord Attorney Todd RothBard talks about Pandemic relief for landlords and tenants and where it’s headed.
- [#40 | Trusts Wills and Amazon feat. Micahel Davidson & Steven Pope](https://moskowitzllp.com/practical-tax/episode-40-trust-wills-and-amazon/): Who handles your trust and what happens if the person you appointed leaves or dies? And Has Amazon thrust our country into a depression?
- [#39 | Generational Wealth and CBD Entrepreneurs feat. Brandon Neely & Melanie Kossan](https://moskowitzllp.com/practical-tax/episode-39-generational-wealth-and-cbd-entrepreneurs/): Always thinking about taxes. My hope is that I always have a tax problem, because I'm growing my money, and I'm growing my wealth, not shrinking. I was going to say, my mother-in-law bought a policy on my son, who is four years old. I'm already thinking about future his name, I'm not going to tell you his name, because I don't put it on there, but he has an adulting fund.
- [#38 | Interest Rates and Charitable Giving feat. Kevin Lyons](https://moskowitzllp.com/practical-tax/episode-38-interest-rates-and-charitable-giving/): Welcome to another edition of Practical Tax with tax attorney Steve Moskowitz. Steve, there's been a lot in the news recently about interest rates and refis and how that's affecting the country, the industry, and everything that goes along that. I remember in the past, people say, well, interest rates are high people tend to, instead of sell, they do repairs and additions and upkeep and stuff. But I don't know where we are right now with that number. If it's a number that we're going to see smooth out soon, will Powell do that? Or will we continue down this road? Joining us right now is Kevin Lyons. Kevin is the CEO of Anchor Funding and old friend of mine. I've known Kevin for a long time, and he's nice enough to join us here with Steve Moskowitz on Practical Tax. Kevin, hello.
- [#37 | Franchise Investing and Delayed Retirement feat. Greg Mohr & Bill Dendy](https://moskowitzllp.com/practical-tax/episode-37-franchise-investing-and-delayed-retirement/): Greg Mohr discusses the ups and downs of investing in a franchise while Bill Dendy talks about people being forced out of retirement and back into the workplace.
- [#36 | Finances of Young Athletes and Child Care feat. Ali Siam & Natalie Boyle](https://moskowitzllp.com/practical-tax/episode-36-finances-and-taxes-young-and-inexperienced-and-suddenly-rich/): When young athletes come into money, here’s why they need expert tax advice and the inflationary world of child care has Americans struggling to balance work and family. And as always taxes.
- [#35 | Reclassifying Cannabis and Will Working Remotely Survive? feat. Chris Piazza & Joel Patterson](https://moskowitzllp.com/practical-tax/episode-35-reclassifying-cannabis-and-remote-work/): Chris Piazza and Steve Moskowitz discuss the many aspects to having a cannabis business when the product is illegal, interstate business, and will working remotely survive? Will there be an office space “crash” or will people want to come back to work?
- [#34 | The Political Side Of Taxes and Investing Amidst a Looming Recession feat. David Canepa & Demrie Henry](https://moskowitzllp.com/practical-tax/episode-34-the-political-side-of-taxes-and-investing-amidst-a-looming-recession/): Steve, there's a lot here to unpack. Does the government know the tipping point where taxes on corporations begin to hurt the growth of these corporations and thus the jobs and ultimately causing the company to fail or even move locations, change locations?
- [#33 | International Investing and Real Estate Taxes and Law feat. Cole Shepard & DonnaMarie Baldwin](https://moskowitzllp.com/practical-tax/episode-33-international-investing-and-real-estate-taxes-and-law/): Cole Shephard joins us from Columbia to speak to international investments and DonnaMarie Baldwin discusses the ever changing opportunities in real estate investmenting
- [#32 | Tax Credits for Employers feat. Casey Hastem & Douglas Fruehling](https://moskowitzllp.com/practical-tax/episode-32-tax-credits-for-employers/): The shortage in the workforce; does it mean that people working remotely have an advantage? And does all of the bad news about San Francisco portend trouble ahead for business? Tax credits for employers.
- [#31 | Cryptocurrency Volatility and Inflation feat. Douglas Borthwick & Mitch Kramer](https://moskowitzllp.com/practical-tax/episode-31-cryptocurrency-volatility-and-inflation/): Life is a dimmer switch, that's for sure. One of the things, about three or four years ago, you and I were talking about cryptocurrency. And it's funny, because I have friends that dismiss it out of hand, they go, "Ah, I don't have any confidence in that." And well you trust money. Actually my great grandmother, before she passed, had some Confederate currency and I have to laugh, because it's just paper. And you ask yourself about cryptocurrency and where that's headed and this blockchain technology, all this. What it means, is that I think most people just don't know what it is. And obviously you have to know what it, is because it's subject to all the same tax regulations that money is. So joining us right now is Douglas Borthwick. He is a chief business officer at INX.co. And he's nice enough to be with us here to try to get to the bottom of this. Douglas, say hi to Steve.
- [#30 | Filing Statuses and Estate Planning feat. Simon Brady & Brian Levy](https://moskowitzllp.com/practical-tax/episode-30-filing-statuses-estate-planning/): Financial specialist Simon Brady asks a simple question; are your finances ready should you get divorced or your spouse were to die? Divorce and taxes; And what about your parents in their final days; will they, or YOU, outlive your money?
- [#29 | Small Business and Side Hustles feat. Gabriel Dillard & Victor Gichun](https://moskowitzllp.com/practical-tax/episode-29-small-business-and-side-hustles/): But you made a great point there about the people that are positioned to move through the recession. They've obviously been planning that up to that point. Does that apply to individuals as well as small businesses and larger businesses?
- [#28 | Small Businesses and Climate Change’s Effect on Investments feat. Deidre Woollard & Spencer Christian](https://moskowitzllp.com/practical-tax/episode-28-small-businesses-and-climate-changes-effect-on-your-investments/): Thanks so much for joining us. We appreciate it. And our firm's mostly in tax. We represent individuals, entrepreneurs and small businesses looking to build wealth and generational wealth. And we've seen one of the most effective ways to accomplish this is through investing in real estate. This June, we were part of a real estate investing conference and I'm happy to see the strategy mythology and technology that's evolved, but there's definitely an air of anticipation with the current economic client. I'd love to get your take on the topic as it applies to real estate investors.
- [#27 | Self Employed Bank Loans and The Bay Area Real Estate Boom feat. Mark Hanf & Michelle Baylog](https://moskowitzllp.com/practical-tax/episode-27-self-employed-bank-loans-the-bay-area-real-estate-boom/): Mark Hanf, CEO of Pacific Private Money details the latest on transitional loans and Realtor Michelle Baylog answers the question; when did it get so expensive to live in the Bay Area and is there a bubble?
- [#26 | The Price of Gas and the Benefits of Giving feat. Grant Norwood & Colleen Gregerson](https://moskowitzllp.com/practical-tax/episode-26-the-price-of-gas-and-the-benefits-of-giving/): On today's episode, Steve is joined by Grant Norwood, a leading voice in the oil and gas industry, to talk about energy inflation, while Colleen Gregerson of San Francisco’s legendary club, The Battery, shows the upside of charity.
- [#25 | Deferred Sales Trusts feat. Brett Swarts](https://moskowitzllp.com/practical-tax/episode-25-deferred-sales-trusts-with-brett-swarts/): On today's episode; Steve sits down with Brett Swarts, Founder/President of Capital Gains Tax Solutions to discuss Deferred Sales Trusts, 1031 exchanges, and Delaware Statutory Trusts!
- [#24 | Tax Planning and Preparation feat. Roger Knechtt](https://moskowitzllp.com/practical-tax/episode-24-tax-planning-and-preparation-ft-roger-knecht/): On today's episode; Steve sits down with Roger Knecht, President of Universal Accounting Center to discuss the ways in which both firms' distinction between tax planning and tax preparation helps their clients stay ahead of the game with proven strategies for your business!
- [#23 | Corporate Formalities Pt. 2 feat. Chris Housh](https://moskowitzllp.com/practical-tax/episode-23-corporate-formalities-pt-2/): In this Episode, Steve and Chris continue their talk on corporate formalities and why they are important. They discuss the importance of board meetings, piercing the corporate veil, and shareholder basis record keeping.
- [#22 | Corporate Formalities & Annual Meetings feat. Chris Housh](https://moskowitzllp.com/practical-tax/episode-22-corporate-formalities-annual-meetings/): In this Episode, Steve and tax attorney Chris Housh come together to discuss how Moskowitz LLP can help businesses with Corporate Formation and Formalites by creating an annual plan and meeting throughout the year to stay ahead of the game. An annual plan with Moskowitz LLP is talior-made to help save you time and money, and more importantly, give you peace of mind so you can focus on growing your business.
- [#21 | Stock Options, Common Tax Mistakes and Secrets](https://moskowitzllp.com/practical-tax/stock-options-common-tax-mistakes-and-secrets/): In this Episode, Steve and Cliff discuss common tax issues with Stock Options. This discussion is aimed at the employee who receives stock options as part of their compensation. Discussion of Tax Strategies for ESOP, RSUs, and ISOs. 83b elections, tax timing and rules and common tax preparation mistakes.
- [#20 | Practical Tax feat. Kerry Lutz](https://moskowitzllp.com/practical-tax/episode-20-practical-tax-feat-kerry-lutz/): Steve sits down with guest Kerry Lutz to talk all things finance. From how to pay the minimum amount legal taxes, to tax incentives that motivate Kerry, and even some hot predictions about inflation. You'll want to make sure to listen to every minute!
- [#19 | Government Incentives and Tax Breaks for Real Estate Investors](https://moskowitzllp.com/practical-tax/episode-19-government-incentives-and-tax-breaks-for-real-estate-investors/): Steve and Cliff discuss the many tax benefits and incentives available for real estate investments.
- [#18 | Tax Debt Resolution Strategies Pt. 2](https://moskowitzllp.com/practical-tax/episode-18-tax-debt-resolution-strategies-pt-2/): Learn about options for dealing with tax debt and what happens when you can’t pay your taxes. This episode focuses on businesses with tax problems. This week Steve is joined by his long-time colleague Chris Housh. Chris chairs the firm’s tax resolution and business entity compliance practice groups and is the Vice President of the Golden Gate Society of Enrolled Agents.
- [#17 | Tax Debt Resolution Strategies Pt. 1](https://moskowitzllp.com/practical-tax/episode-17-tax-debt-resolution-strategies-pt-1/): Learn about options for dealing with tax debt and what happens when you can’t pay your taxes. This episode focuses on individuals with tax problems. This week Steve is joined by his long-time colleague Chris Housh. Chris chairs the firm’s tax resolution and business entity compliance practice groups and is the Vice President of the Golden Gate Society of Enrolled Agents.
- [#16 | Cryptocurrency and Taxation](https://moskowitzllp.com/practical-tax/episode-16-cryptocurrency-and-taxation/): Steve Moskowitz and managing attorney, Cliff Capdevielle discuss Cryptocurrency and U.S. Taxation as of Spring 2022. Discussion of taxable events, reporting requirements and federal policy updates.
- [#15 | Profit Optimization](https://moskowitzllp.com/practical-tax/episode-15-profit-optimization/): Steering the ship is such an important part, because when we have these regular meetings with you, what we do is we compare what you've actually done with the forecast, and then we can adjust this month by month. And it's very heartening to see how businesses come in and sometimes are doing fine, and sometimes they're struggling, and then do things, and they get stronger and stronger. And each month they say, "Well, I can do a little more. I can do a little more." And they have the appropriate guidance to make the decisions. For example, part of it can be looking at something like if you're selling 10 different items and you're making a profit, and you say, "Well, okay, I'm doing okay." When we look at each item by itself, we might find that seven items are profitable and three are not. And then we either have to adjust the prices on those, or stop selling them. So we do more money with less work, and we use the time for something else. And we keep adjusting and adjusting. That's true with measuring personnel performance, equipment performance, and planning. For example, a lot of companies will wait until the last minute to hire somebody, and then it's a rush, and there's a challenge. What we do is we measure things and we say, "Okay, look, it looks like in the future, you're going to need to somebody else, and you're progressing so much a month, about this time is when you should start looking so when you need them, then you can go ahead and choose the proper person, and he or she can fit into the job, not somebody that's just put in because you needed somebody." And we just see this time after time, and incident after incidents. It's not just taking the time, but guiding you and showing you, look, change this, change this. You see the changes much like artillery. You take some shots, and it goes left and it goes right. We want to hit the target, and that's what we do. And again, it's just so rewarding to us when we see those profits going up and up and up. That's why sometimes I call this profit optimization, because we go ahead and we just see the difference in clients' results.
- [#14 | Pension Planning](https://moskowitzllp.com/practical-tax/episode-14-pension-planning/): In this week's episode of the Practical Tax Podcast, Steve Moskowitz sits down to discuss Pension Planning with Stephen Dobrow; the President of Primark Benefits. Steve Moskowitz and Stephen Dobrow have served clients of Moskowitz LLP for many years, as part of the Moskowitz tax planning and business services practices. Today, we will discuss why would a business owner, decision maker want to consider retirement plan, changes in law or procedures this year, key deadlines and some common questions.
- [#13 | Business Entities- LLCs](https://moskowitzllp.com/practical-tax/episode-13-business-entities-llcs/): Hello, and welcome to everyone to our podcast about practical tax. And today we're gonna be talking about LLCs and all the benefits they have for you, we're gonna be talking about asset protection, because unfortunately in our society, a lot of people that don't have what you have wanna take it away from you in a lawsuit. We don't want that to happen, and we're gonna explain how you protect against that. And also we're gonna ask you the tough question; if you have the legal choice to pay taxes on either 80% of your profit or 100%, which would you choose? And all kinds of other benefits. On that happy note, I wanna to turn it over to my friend and colleague, the head of our tax department, tax attorney and accountant, Cliff Capdevielle. Cliff, take it away.
- [#12 | Business Entities- S Corporation](https://moskowitzllp.com/practical-tax/episode-12-business-entities-s-corporation/): In this week's episode, Steve and Cliff discuss the benefits of choosing an S Corporation as your business entity. S Corporations provide a myriad of benefits as a business entity, but there are some formalities that must be maintained. Learn more about S Corporations in this episode.
- [#11 | SB 113 & AB150](https://moskowitzllp.com/practical-tax/episode-11-sb-113-ab150/): July 16th, 2021, California passed AB150 that is going to save you some federal taxes on the state taxes that you pay. And just this month, it was modified in SB113 to make it even better. So here's the deal. When the Tax Cuts and Jobs Act came along, it took away our ability to deduct state income taxes on our federal return in excess of $10,000. And that really hurt in high-tax states like California.
- [#10 | The Employee Retention Tax Credit](https://moskowitzllp.com/practical-tax/ep-10-employee-retention-tax-credit/): In this episode of Practical Tax, tax attorneys Steve Moskowitz and Cliff Capdeville discuss the many ways to file for, and claim the Employee Retention Tax Credit for your business. In many cases, business owners feel like they won't qualify for a litany of reasons, but they are often misinformed. Steve and Cliff are here to shed some light on the details of the Credit, and how Moskowitz LLP can help you file and claim. Listen to the podcast and learn more!
- [#9 | Unfiled Taxes](https://moskowitzllp.com/practical-tax/episode-9-unfiled-taxes/): In this episode of Practical Tax, tax attorneys Steve Moskowitz and Liz Prehn discuss the issues people can face if they have unfiled taxes. In these cases, many people feel like it’s too late to get their taxes in order, but Steve and Liz are here to tell you that it’s never too late. Listen to the podcast to learn more!
- [#8 | Economic Loss](https://moskowitzllp.com/practical-tax/episode-8-economic-loss/): In this episode of Practical Tax, tax attorneys Steve Moskowitz and Liz Prehn discuss economic loss, or, in the tax world, tax deductions that you fail to take. In order to get the possible outcome for your tax situation, you need time, attention to detail and knowledge of the law. A tax attorney can provide all three and end up saving you lots of money. Listen to the podcast to learn more!

## Newsletters
- [DOJ Cracks Down on Employment Taxes — Are You at Risk? (July 2025)](https://moskowitzllp.com/newsletters/doj-cracks-down-on-employment-taxes/): Dear Friend,
- [Important Tax Bill Could Impact Your ERC Claim (June 2025)](https://moskowitzllp.com/newsletters/important-tax-bill-could-impact-your-erc-claim/): A major tax and spending bill has advanced through the U.S. House of Representatives and is now under consideration by the Senate. Among other provisions, the bill proposes tax breaks on tips and car loans, but more importantly for our business clients, the bill includes significant changes to the Employee Retention Credit (ERC) that could impact your pending claim.
- [The ERC Could Vanish Overnight. Are You Ready?](https://moskowitzllp.com/newsletters/the-erc-could-vanish-overnight-are-you-ready/): With state and federal tax filing deadlines now in the rearview mirror, we are turning our sights on another. The closing of the Employee Retention Credit (ERC) claim window back on April 15, 2025. While claims can no longer be filed, an estimated 597,000 claims remain unprocessed. Given the uncertainty created by the current administration’s changes at the IRS, the ERC could be eliminated at any time with a stroke of the president’s pen. We are laser-focused on resolving pending claims for our clients as well as claims prepared by other firms. Let us help you and your business overcome the ERC’s three biggest challenges:
- [Behind on Taxes? You Still Have Options (April 2025)](https://moskowitzllp.com/newsletters/behind-on-taxes-you-still-have-options-april-2025/): If you still have not filed your 2024 income tax returns, or can’t pay what you owe, fear not. We are only one week away from the April 15 deadline. But there is still time to file an extension and enjoy peace of mind. One caveat – we need to hear from you immediately. No matter how dire you feel your situation is, we want to help!
- [Key Tax Law Changes That Could Affect Your 2024 Return (March 2025)](https://moskowitzllp.com/newsletters/key-tax-law-changes-that-could-affect-your-2024-return-march-2025/): With April 15 looming only days away, preparing and filing your tax returns on time is likely top of mind. It’s definitely top of ours – especially since there are changes in federal tax law that impact 2024 returns as well as taxable income in the present and foreseeable future. These changes are intricate and complex, so we encourage you to entrust your individual and business tax return preparations to us, and as soon as possible if you haven’t filed already.
- [March 17 Tax Deadline for Partnerships & S Corporations (February 2025)](https://moskowitzllp.com/newsletters/march-17-tax-deadline-for-partnerships-s-corporations/): If your business is taxed as a partnership (including multi-member LLCs) or an S corporation, your federal tax return is due March 17, 2025. This deadline applies to businesses filing Form 1065 (partnerships) or Form 1120-S (S corporations) on a calendar-year basis. If your business operates on a fiscal year, your tax return is due the 15th day of the third month after your fiscal year ends.
- [ERC Challenges? Time Is Running Out! (January 2025)](https://moskowitzllp.com/newsletters/erc-challenges-time-is-running-out/): Delays, denials, or audits holding up your Employee Retention Credit? Don’t wait for problems to solve themselves – Moskowitz LLP is here to help.
- [December Newsletter from Moskowitz LLP (December 2024)](https://moskowitzllp.com/newsletters/december-newsletter-from-moskowitz-llp/): As the holiday season approaches, it’s time to tie up loose ends and prepare for a successful new year. At Moskowitz LLP, we’re here to help with bookkeeping cleanup services that provide clarity and confidence heading into 2025. Plus, don’t miss our exclusive 10% discount on 2024 tax preparation services — available through December 31, 2024!
- [Happy Holidays from Moskowitz LLP: 10% off Tax Prep (December 2024)](https://moskowitzllp.com/newsletters/happy-holidays-from-moskowitz-llp-10-off-tax-prep/): Happy Holidays from Moskowitz LLP! Take 10% off 2023 tax preparation services if you retain Moskowitz LLP during the month of December. And if you're avoiding some unpleasant tax realities this season, rest assured: tax trouble is no joke. In this newsletter, get a spotlight on how Moskowitz LLP can help you make it manageable.
- [Taxes feel better done early. Get 10% off. (November 2024)](https://moskowitzllp.com/newsletters/taxes-feel-better-done-early-get-10-off/): Getting proactive about your 2023 taxes doesn’t have to be hard. Take 10% off tax preparation from Moskowitz LLP in December. And we’d like to welcome Managing Attorney Paul Vargas, LLM to his new leadership position at the firm.
- [Why Choose Moskowitz LLP? (September 2024)](https://moskowitzllp.com/newsletters/why-choose-moskowitz-llp/): Received a letter from the IRS? Don't worry — we're here to help. At Moskowitz LLP, we know that tax audits can be overwhelming, but you don't have to navigate them alone. Our team of experienced tax attorneys and CPAs is here to provide the representation you need to protect your rights and minimize your tax liabilities.
- [Unlock Peace of Mind with Our Professional Tax Preparation Services (August 2024)](https://moskowitzllp.com/newsletters/unlock-peace-of-mind-with-our-professional-tax-preparation-services/): Tax season doesn't have to be stressful. At Moskowitz LLP, we understand that managing your taxes can be overwhelming — that's why our dedicated team of tax attorneys, CPAs and enrolled agents are here to provide you with reliable and exceptional tax preparation services that ensure you're not only compliant but also optimizing your tax situation.
- [Optimize Your Finances: Discover Our Accounting Services (July 2024)](https://moskowitzllp.com/newsletters/optimize-your-finances-discover-our-accounting-services/): Are you drowning in paperwork? Struggling to keep your finances in order? It's time to let the experts take over!
- [Accelerate Your Tax Savings: Discover Cost Segregation Analysis Today (June 2024)](https://moskowitzllp.com/newsletters/accelerate-your-tax-savings-discover-cost-segregation-analysis-today/): While tax matters may pose challenges, they offer opportunities for savvy navigation. In this edition of our newsletter, we'll uncover how a Cost Segregation Analysis can lead to substantial tax savings.
- [Unlock Tax Relief: Explore Your Options Today (May 2024)](https://moskowitzllp.com/newsletters/unlock-tax-relief-explore-your-options-today/): What do you do when you can't pay your taxes? Don't wait for one of these new IRS agents to come knocking on your door and ruin your life, your business, and your marriage. You have so many rights and so many good options. For example, you may ask for an Offer in Compromise and only pay part of what you owe. There are three grounds for Offer in Compromise. The first is doubt as to collectibility. That means you don't have sufficient income and assets to pay your taxes. The second ground is doubt as to liability. That is, if you don't believe you owe the tax, or you don't believe the amount is correct. The third ground is a compassionate one, where it would be considered unfair to collect the taxes. An example of this could be seen for an elderly or an ill person, where it would just be unfair to take anything away from them at this point in their lives.
- [Are You Ready for Tax Day? (April 2024)](https://moskowitzllp.com/newsletters/are-you-ready-for-tax-day-april-2024/): We hope that the first quarter of 2024 has treated you well! April 15th is right around the corner, and we want to remind you to file your 2023 tax returns and pay any taxes that you owe.
- [November 2022 Newsletter](https://moskowitzllp.com/newsletters/november-2022-newsletter/): Not necessarily in that order.
- [October 2022 Tax Newsletter](https://moskowitzllp.com/newsletters/october-2022-tax-newsletter/): Dear Readers,
- [September 2022 Tax Newsletter](https://moskowitzllp.com/newsletters/september-2022-tax-newsletter/): Dear Readers,
- [August 2022 Tax Newsletter](https://moskowitzllp.com/newsletters/august-2022-tax-newsletter/): Dear Readers,
- [June 2022 Tax Newsletter](https://moskowitzllp.com/newsletters/june-2022-tax-newsletter/): Dear Readers,
- [May 2022 Tax Newsletter](https://moskowitzllp.com/newsletters/may-2022-tax-newsletter/): Dear Reader,
- [April 2022 Tax Newsletter](https://moskowitzllp.com/newsletters/april-2022-tax-newsletter/): Welcome to tax month! Your tax advisors have been hard at work this tax season and our first major milestone is coming up. In this month’s newsletter we include the most common questions taxpayers ask during the month: what to do if you are unhappy with your tax bill, how to best deal with interest rate increases, and what tax record to keep. Read about ideas to manage your emergency fund while in our new inflationary environment. Also, get the latest resources that we have put together for you.
- [March 2022 Tax Newsletter](https://moskowitzllp.com/newsletters/march-2022-tax-newsletter/): Tax season is now underway!
- [February 2022 Tax Newsletter](https://moskowitzllp.com/newsletters/february-2022-tax-newsletter/): Happy Lunar New Year!
- [January 2022 Tax Newsletter](https://moskowitzllp.com/newsletters/january-2022-tax-newsletter/): Happy New Year!
- [November 2021 Tax Newsletter](https://moskowitzllp.com/newsletters/november-2021-tax-newsletter/): Greetings All,
- [October 2021 Tax Newsletter](https://moskowitzllp.com/newsletters/october-2021-tax-newsletter/): With the 2021 tax filing season just a few months away from starting, we still do not know how the tax law will change under the various proposals being considered. What we do know is that it is always prudent to discuss the potential changes in tax law with us or your tax advisor well before year-end to ensure that you take advantage of tax planning opportunities before it is too late. For instance, California has issued guidance related to AB150, the workaround to the $10,000 state tax deduction, take a look and see if and how you may qualify.
- [September 2021 Tax Newsletter](https://moskowitzllp.com/newsletters/september-2021-tax-newsletter/): Dear Reader,
- [August 2021 Tax Newsletter](https://moskowitzllp.com/newsletters/august-2021-tax-newsletter/): Dear Reader
- [July 2021 Tax Newsletter](https://moskowitzllp.com/newsletters/july-2021-tax-newsletter/): Now that 2021 is more than half-way in the books, it is time to make sure you are track with your taxes and to kick your tax planning into high gear! Included in this month's newsletter are several ideas to help you reduce your tax bill.
- [June 2021 Tax Newsletter](https://moskowitzllp.com/newsletters/june-2021-tax-newsletter/): Dear Readers,
- [May 2021 Tax Newsletter](https://moskowitzllp.com/newsletters/may-2021-tax-newsletter/): Dear Readers,
- [April 2021 Tax Newsletter](https://moskowitzllp.com/newsletters/april-2021-tax-newsletter/): If you're interested in minimizing your tax obligations and maximizing your savings, consider the helpful tips and ideas you'll find in this newsletter.
- [March 2021 Tax Newsletter](https://moskowitzllp.com/newsletters/march-2021-tax-newsletter/): With April 15th right around the corner, get answers to common tax questions in this month’s newsletter. Also included is a look at the Employee Retention Tax Credit recently expanded by law.
- [February 2021 Tax Newsletter](https://moskowitzllp.com/newsletters/february-2021-tax-newsletter/): Dear Client,
- [January 2021 Tax Newsletter](https://moskowitzllp.com/newsletters/january-2021-tax-newsletter/): The new year begins with more stimulus payments and other financial assistance courtesy of the latest COVID relief legislation. Read about how the new bill affects your tax and financial outlook.
- [October 2016 Tax Newsletter](https://moskowitzllp.com/newsletters/october-2016-tax-newsletter/): As the end of the year approaches, turn your attention to ways you can reduce your 2016 tax liability. Here are some suggestions:
- [September 2016 Tax Newsletter](https://moskowitzllp.com/newsletters/september-2016-tax-newsletter/): Dear Subscriber,
- [June 2016 Tax Newsletter](https://moskowitzllp.com/newsletters/june-2016-tax-newsletter/): We hope your summer is off to a good start. Ours sure is here at Moskowitz LLP as It is our pleasure to announce that Elizabeth Prehn and Reem Abdelaal have joined the firm as attorneys. Further, we continue to fight on behalf of taxpayers and have obtained some very exciting results.
- [April 2016 Tax Newsletter](https://moskowitzllp.com/newsletters/april-2016-tax-newsletter/): April is a busy month for taxes
- [March 2016 Tax Newsletter](https://moskowitzllp.com/newsletters/march-2016-tax-newsletter/): Do you have tax return questions? Please call us! We encourage our clients who are putting off submitting their tax organizers to contact us with any questions or concerns. We are happy to meet with you; sometimes that is the most efficient solution for all. Contact Erin (via email) and she will set you up with a face-to-face or phone appointment right away.
- [January 2016 Tax Newsletter](https://moskowitzllp.com/newsletters/january-2016-tax-newsletter/): Happy New Year!
- [December 2015 Tax Newsletter](https://moskowitzllp.com/newsletters/december-2015-tax-newsletter/): Dear Subscribers,
- [October 2015 Newsletter](https://moskowitzllp.com/newsletters/october-2015-newsletter/): Dear Subscribers,
- [August 2015 Tax Newsletter](https://moskowitzllp.com/newsletters/august-2015-tax-newsletter/): All,
- [February 2015 Tax Newsletter](https://moskowitzllp.com/newsletters/february-2015-tax-newsletter/): Tax Season is here again! We are already working away on our client's tax returns and tax reporting obligations for tax year 2014. You are likely still receiving 1099s and other tax reporting forms in the mail. Further, many people have had questions regarding the Affordable Care Act. Please take a look at our brochure and get answers your questions and familiarize yourself with your duties. In addition, this newsletter contains some tax preparation information to save you taxes and prevent tax problems.
- [August 2014 Tax Newsletter](https://moskowitzllp.com/newsletters/august-2014-tax-newsletter/): Tax Calendar
- [December 2013 Tax Newsletter: Real Estate Industry, Tax Laws](https://moskowitzllp.com/newsletters/december-2013-tax-newsletter-real-estate-industry-tax-laws/): Dear Real Estate Industry:

## Webinars
- [Watch our Latest Webinar on Real Estate Tax Planning](https://moskowitzllp.com/webinars/watch-our-latest-webinar-on-real-estate-tax-planning/): Join Steve and Liz for a conversation on tax planning for real estate investors with veteran realtor Donna Marie Baldwin.
- [Watch our Webinar on IRS 2022 Initiatives](https://moskowitzllp.com/webinars/watch-our-latest-webinar-on-irs-2022-initiatives/): Learn more about the latest enforcement initiatives from the IRS for the upcoming year.
- [Watch our Webinar on the New Markets Tax Credit](https://moskowitzllp.com/webinars/new-markets-tax-credit-webinar/): Learn more about how the new markets tax credit can help to alleviate to your tax burden all while contributing to community development.
- [Watch our Webinar on Cryptocurrency Taxation 2022 Update](https://moskowitzllp.com/webinars/watch-our-latest-webinar-on-cryptocurrency-taxation-2022-update/): Learn more about Cryptocurrency Taxation Initiatives for 2022 with this webinar from Moskowitz LLP
- [Watch our Webinar on Wine Industry Research & Development Tax Credits](https://moskowitzllp.com/webinars/watch-our-latest-webinar-on-wine-industry-research-development-tax-credits/): Learn more about claiming Research & Development (R&D) Tax Credits for your winery or brewery with this webinar from Moskowitz LLP
- [Watch our Webinar on AB150 & SB113](https://moskowitzllp.com/webinars/watch-our-latest-webinar-on-ab150-sb113/): Learn more about recent legislation governing state and local tax workarounds with this webinar from Moskowitz LLP
- [Watch our Webinar on Opportunity Zones](https://moskowitzllp.com/webinars/watch-our-latest-webinar-on-opportunity-zones/): Learn more about Opportunity Zones with this webinar from Moskowitz LLP
- [Watch our Webinar on Historic Building Tax Credits](https://moskowitzllp.com/webinars/watch-our-latest-webinar-on-historic-building-tax-credits/): Real estate is an important part of any comprehensive financial portfolio, but when it comes to utilizing tax credits, many property owners continue to lose out.
- [Watch our Webinar on Increasing Profit and Making Better Business Decisions](https://moskowitzllp.com/webinars/watch-our-latest-webinar-on-increasing-profit-and-making-better-business-decisions/): The global focus on tax and its pervasive impact on businesses, brings to light the key questions business owners, CEOs, CFOs, and managing partners should be asking, 'Do we have the right information to properly manage tax within our organization? Can tax extend beyond being a cost center to add value to the organization?
- [Watch Our Webinar on Year End Tax Planning](https://moskowitzllp.com/webinars/watch-our-latest-webinar-on-year-end-tax-planning/): Many businesses and investors underestimate how much money can be saved through year-end tax planning from Moskowitz. This webinar focuses on the benefits of year-end tax planning.
- [Watch Our Webinar on the Employee Retention Tax Credit](https://moskowitzllp.com/webinars/watch-our-latest-webinar-on-the-updated-employee-retention-tax-credit/): In this brief webinar, we will show you how our deep knowledge of tax and employment tax law can help your business maximize the ERC credits available.
- [Watch Our Webinar on Estate Planning for Owners of Closely-Held Businesses](https://moskowitzllp.com/webinars/watch-our-latest-webinar-on-estate-planning-for-owners-of-closely-held-businesses/): This webinar will cover the special estate planning opportunities available to small, family-owned, or 'closely-held' businesses.
- [Watch our Webinar on the IRS Cryptocurrency Enforcement policies of ‘Operation Hidden Treasure’](https://moskowitzllp.com/webinars/watch-our-latest-webinar-irs-cryptocurrency-enforcement-policies-of-operation-hidden-treasure/): This webinar will walk you through how the IRS approaches taxation when it comes to crypto, explain what constitutes a taxable event and provide tangible examples to guide you. It also touches on some emerging issues in the space including how to account for staking rewards, interest earned from lending activities, and even NFTs!
- [Watch Our Webinar About Available Restaurant Relief – How You Can Receive Benefits](https://moskowitzllp.com/webinars/webinar-available-restaurant-relief-how-you-can-receive-benefits/): The American Rescue Plan Act establishes a $28.6 billion Restaurant Revitalization Fund (RRF) available for the SBA to award eligible businesses within the food and beverage industry, as a tax-free federal grant.
- [Watch Our Webinar For All Employers! The Employee Retention Tax Credit](https://moskowitzllp.com/webinars/watch-our-webinar-for-all-employers-the-employee-retention-tax-credit/): The Employee Retention Credit is a CARES Act relief measure for businesses. It is a fully refundable tax credit that eligible employers who are able to keep employees on payroll can claim.
- [Watch Our Webinar About California Tax Exit Planning: Key State Tax Issues and Shifting Residency to Maximize Tax Benefits](https://moskowitzllp.com/webinars/watch-our-webinar-california-tax-exit-planning-key-state-tax-issues-and-shifting-residency-to-maximize-tax-benefits/): Many individuals and businesses are seeking to establish domicile in states with little to no income tax to further estate planning and income tax goals. The panelists will discuss important steps in pre-domicile planning, along with best practices for maintaining the new domicile once it is established in light of challenges from the State of California.
- [Watch Our Webinar About The CARES Act, Cost Segregation & Property Owners](https://moskowitzllp.com/webinars/watch-our-webinar-the-cares-act-cost-segregation-property-owners/): The 2020 CARES Act offered business owners a way to generate cash flow through lower taxes and tax refunds from prior years. Although there are many benefits provided to business owners through the CARES Act, two specific items significantly benefit property owners. Learn how Moskowitz LLP utilizes Cost Segregation Studies to identify Net Operating Loss Carrybacks and Qualified Improvement Property as you can now retroactively apply depreciation to Qualified Improvement Property. This webinar is a must for all who own property in addition to their primary residence, real estate investors, and real estate portfolio managers.

## 
- [Moskowitz LLP Solving Unfiled Taxes E-Book](https://moskowitzllp.com/?p=20367): Read our exclusive E-Book to find out about Solving Unfiled Taxes by Moskowitz LLP.
- [Moskowitz LLP Essential Guide to Accounting & Bookkeeping E-Book](https://moskowitzllp.com/?p=20366): Read our exclusive E-Book to view read the Essential Guide to Accounting & Bookkeeping by Moskowitz LLP.
- [Moskowitz LLP Estate Planning E-Book](https://moskowitzllp.com/?p=20365): Read the exclusive E-Book to learn about Estate Planning by Moskowitz LLP.
- [Moskowitz LLP ERC E-Book](https://moskowitzllp.com/?p=20364): Read the exclusive E-Book to lean about the ERC by Moskowitz LLP.
- [Moskowitz LLP Tax Preparation E-Book](https://moskowitzllp.com/?p=20363): Read the exclusive E-Book to find out How to Become a Real Estate Professional for Tax Purposes by Moskowitz LLP.
- [Moskowitz LLP Passive Loss Rules E-Book](https://moskowitzllp.com/?p=18794): Read the exclusive E-Book to find out the Passive Loss Rules by Moskowitz LLP.

## Gated Media
- [Moskowitz LLP Tax Planning Checklist](https://moskowitzllp.com/ebooks/moskowitz-llp-tax-planning-checklist/): Want to get started lowering your tax burden for 2023? Make sure you’ve crossed these strategies off your list.
- [Retirement Plans to Reduce Tax Liability](https://moskowitzllp.com/ebooks/retirement-plan/): Read how to convert tax dollars into retirement benefits–as long as you follow the rules.
- [Section 199A Business Deduction](https://moskowitzllp.com/ebooks/section-199a-business-deduction/): Learn about the Section 199A Qualified Business Income Deduction, which may let you deduct up to 20% of your business’ qualified net income.
- [Real Property Improvements](https://moskowitzllp.com/ebooks/real-property-improvements/): Read about Qualified Improvement Property, which may be eligible for up to 50% bonus depreciation.
- [Cost Segregation](https://moskowitzllp.com/ebooks/cost-segregation/): Cost segregation allows commercial property owners to accelerate building depreciation, reducing their taxable income. Read more about how it works.
- [20% Tax Deduction For Medical Practices](https://moskowitzllp.com/ebooks/20-percent-tax-deduction-medical-practice/): Medical practices can qualify for a often-overlooked because narrowly applicable deduction.

## FAQ
- [What are the financial benefits of claiming the R&D tax credit?](https://moskowitzllp.com/faq/what-are-the-financial-benefits-of-claiming-the-rd-tax-credit/)
- [What sorts of research projects pass the four-part qualification test?](https://moskowitzllp.com/faq/what-sorts-of-research-projects-pass-the-four-part-qualification-test/)
- [What kinds of companies qualify for the R&D tax credit?](https://moskowitzllp.com/faq/what-kinds-of-companies-qualify-for-the-rd-tax-credit/)
- [Do you have any Tax Planning resources?](https://moskowitzllp.com/faq/do-you-have-any-tax-planning-resources/)
- [What is a tax audit?](https://moskowitzllp.com/faq/what-is-a-tax-audit/)
- [What do I do if I’m facing an audit?](https://moskowitzllp.com/faq/what-do-i-do-if-im-facing-an-audit/)
- [How can I pay lower taxes?](https://moskowitzllp.com/faq/how-can-i-pay-lower-taxes/)
- [What are the benefits of fighting an IRS Audit?](https://moskowitzllp.com/faq/what-are-the-benefits-of-fighting-an-irs-audit/)
- [What should I do if my business is on the verge of bankruptcy?](https://moskowitzllp.com/faq/what-should-i-do-if-my-business-is-on-the-verge-of-bankruptcy/)
- [What should I do if I need assistance obtaining financing?](https://moskowitzllp.com/faq/what-should-i-do-if-i-need-assistance-obtaining-financing/)
- [How should my business develop a strategic plan?](https://moskowitzllp.com/faq/how-should-my-business-develop-a-strategic-plan/)
- [What is strategic planning?](https://moskowitzllp.com/faq/what-is-strategic-planning/)
- [What is succession planning?](https://moskowitzllp.com/faq/what-is-succession-planning/)
- [How do I start an employee benefits plan?](https://moskowitzllp.com/faq/how-do-i-start-an-employee-benefits-plan/)
- [What is estate planning?](https://moskowitzllp.com/faq/what-is-estate-planning/)
- [Will I anger the IRS by hiring a tax attorney to represent me?](https://moskowitzllp.com/faq/will-i-anger-the-irs-by-hiring-a-tax-attorney-to-represent-me/)
- [Can I negotiate with the IRS myself?](https://moskowitzllp.com/faq/can-i-negotiate-with-the-irs-myself/)
- [Is bankruptcy an option for me?](https://moskowitzllp.com/faq/is-bankruptcy-an-option-for-me/)
- [What if English is not my native language?](https://moskowitzllp.com/faq/what-if-english-is-not-my-native-language/)
- [What if I am being pursued in a tax collection matter?](https://moskowitzllp.com/faq/what-if-i-am-being-pursued-in-a-tax-collection-matter/)
- [What do I do if I’m facing a criminal tax investigation?](https://moskowitzllp.com/faq/what-do-i-do-if-im-facing-a-criminal-tax-investigation/)
- [What are some common reasons why people get into tax trouble?](https://moskowitzllp.com/faq/what-are-some-common-reasons-why-people-get-into-tax-trouble/)
- [I don’t have any paperwork, can you still help me?](https://moskowitzllp.com/faq/i-dont-have-any-paperwork-can-you-still-help-me/)
- [Will you work with my strategic business partners?](https://moskowitzllp.com/faq/will-you-work-with-my-strategic-business-partners/)
- [Will I have to go to court?](https://moskowitzllp.com/faq/will-i-have-to-go-to-court/)
- [How will I be kept informed about my case?](https://moskowitzllp.com/faq/how-will-i-be-kept-informed-about-my-case/)
- [Who will work on my case?](https://moskowitzllp.com/faq/who-will-work-on-my-case/)
- [Do you charge for a consultation?](https://moskowitzllp.com/faq/do-you-charge-for-a-consultation/)
- [What are some of Moskowitz LLP’s results?](https://moskowitzllp.com/faq/what-are-some-of-moskowitz-llps-results/)
- [Will Steve Moskowitz personally represent me?](https://moskowitzllp.com/faq/will-steve-moskowitz-personally-represent-me/)
- [Why Moskowitz LLP?](https://moskowitzllp.com/faq/why-moskowitz-llp/)
- [What makes a good tax lawyer?](https://moskowitzllp.com/faq/what-makes-a-good-tax-lawyer/)
- [What’s the real cost of hiring a tax attorney?](https://moskowitzllp.com/faq/whats-the-real-cost-of-hiring-a-tax-attorney/)
- [Why do I need a tax attorney? Won’t my CPA do just fine? What is the difference between a tax attorney and a CPA?](https://moskowitzllp.com/faq/why-do-i-need-a-tax-attorney/)
- [What are tax advisory services?](https://moskowitzllp.com/faq/what-are-tax-advisory-services/)

## Success Story
- [How We Overcame an IRS E-File Denial to Secure a Full Refund + Interest](https://moskowitzllp.com/success-story/overcame-irs-file-denial-secure-full-refund-interest/): The Challenge: The IRS claimed our client never filed their 2018 tax return, referencing only a blank taxpayer IRS transcript, ignoring valid electronic submission records (e-file confirmation letter from the tax return software) and threatening a heavy deficiency assessment. IRS Counsel even attempted to dismiss the electronic confirmation because it didn't display a software logo.
- [ERC Appeals](https://moskowitzllp.com/success-story/erc-appeals/): Many taxpayer clients have come to our firm with IRS denial letters for the taxpayer's ERC filings. Multiple of these clients had the tax 2021 Quarter 3 denied. We feel the IRS were issuing blanket rejections of this quarter due to certain state and local governments lifting governmental orders previously imposed due to COVID safety. Our appeals have been successful, resulting in the IRS releasing tens to hundreds of thousands in ERC refund to our clients.
- [ERC Audits](https://moskowitzllp.com/success-story/erc-audits/): We have successfully represented taxpayers in audit where the IRS is seeking to take back the refund already received by our clients. Our representation resulted in no change and the taxpayer clients did not have to return any monies.
- [ERC Expedites](https://moskowitzllp.com/success-story/erc-expedites/): Many business taxpayers came to our firm dealing with the IRS's lack of processing their ERC credits. We successfully advocated for our clients with the Taxpayer Advocate Service, local congresspeople, and other IRS avenues. We have been successful securing those refunds for our clients including multiple clients receiving credits over $1.5M.
- [ERC Apply](https://moskowitzllp.com/success-story/erc-apply/): Our firm has successfully applied for ERC credits for our clients including multiple clients receiving over $1.5M in ERC credits plus interest.
- [California Franchise Tax Board (“FTB”) Audits](https://moskowitzllp.com/success-story/california-franchise-tax-board-ftb-audits/): Our office has successfully advocated for our clients in audits where the result was no change on the tax returns. Additionally, multiple clients came to our firm acknowledging the FTB's position was proper and sought our assistance in representing them to close the audit and continue with the eventual collections representation. Instead of resigning our client to agree with the FTB, we examined the client's returns and records and successfully reduced any new potential liability from the audit. Sample cases include: the FTB taxing an out-of-state shareholder taxpayer who did not report on its non-resident California return the proceeds from $40m+ business sale. We reviewed prior tax returns and determined prior business losses from sales of subsidiary businesses were not used. The FTB auditor accepted use of those losses, which reduced any additional FTB tax liability of tens of thousands of dollars. Another case included the taxpayer client reporting a sale of his home, where he reported a high tax cost basis, which reduces taxable income, on the advice of a prior tax professional. The property had gone through multiple sales and 1031 like-kind exchanges prior the client receiving the property as a gift. Instead of accepting the FTB's reduced tax basis, we determined the property had hundreds of thousands of property improvements that weren't reported on the return, which if they were, would have increased basis and reduced the taxable income. Additionally, we found the prior tax preparer reported real estate rental income on two separate schedules on the return, thereby reporting the taxable income twice. The FTB auditor again agreed, and that additional income was removed.
- [Collections: Removal of old tax liability years after the fact](https://moskowitzllp.com/success-story/collections-removal-of-old-tax-liability-years-after-the-fact/): Taxpayer came to our firm with over $30k in liability from a tax return where the IRS made a "quick change" (an adjustment on a return that is not from an audit) on a tax return filed five years prior from our representation. The IRS stated our client did not report stock sales from Incentive Stock Options ("ISO") and the taxable income the sales generated. After reviewing the IRS notice, the tax return, and financial information provided, we determined the ISOs were in fact Disqualified ISOs, which has different tax treatment as ISOs. Since Disqualified ISOs are already included in wage income, the IRS's "quick change" resulted in double-taxing the client. We reached out to the IRS and presented our case citing the differing tax treatment and the substantiation we had to prove our position. The IRS response was to remove the entire liability; meaning the client no longer owed any money to the IRS.
- [Tax Court Victory – Collections Case](https://moskowitzllp.com/success-story/tax-court-victory-collections-case/): The client came to our Office with a tax liability already in collections. The clients timely filed a Collection Due Process request in response to a notice of intent to levy, requesting a suitable installment agreement. The IRS agent denied our clients' request for an installment agreement and issued a Notice of Determination sustaining the IRS's intent to levy. Our office petitioned the U.S. Tax Court in response to a Notice of Determination arguing improper review of our clients' installment agreement requests amongst other deficiencies. After the IRS answered the petition, our office filed a Motion to Remand with the Court requesting the Court send the case back to appeals to review, arguing Appeals abused its discretion in coming to its determination. It is difficult for taxpayers to win on these motions, but after oral argument, the Court, citing IRS appeals agent's improper review, remanded the case back to Appeals so the clients can have its case heard again by the IRS agent. You can see the Court's opinion here: https://www.taxnotes.com/research/federal/court-documents/court-opinions-and-orders/collection-case-remanded-appeals-consider-ability-pay/7l5df 
- [Employer Development Department (“EDD”) Petition for Reassessment (late filing):](https://moskowitzllp.com/success-story/employer-development-department-edd-petition-for-reassessment-late-filing/): Client came to us with over $190k EDD payroll tax liability already in collections with the EDD threatening to levy the client's personal bank accounts and lien the client's personal property. Another business, a C Corporation, not the Client's and he did not work there then and during the periods at issue, was under EDD audit. The EDD auditor thought it was our client, even claiming to speak with him, that employed over six employees and did not report and pay payroll taxes. Client did not know of the audit; was never visited by the EDD agents; and never received notices. EDD issued a Notice of Assessment in the Client's name, supposedly operating as a sole proprietor, and mailed the notice to the business address of the original business subject to the audit. The client had 30 days to appeal the proposed assessment, but the Client did not know there was a notice until nine months later. Thus, 240 days (eight months) had passed the deadline to appeal. Our office petitioned for reassessment with the Office of the Chief Administrative Law Judge and California Unemployment Insurance Appeals Board acknowledging the petition was untimely by 8 months but arguing the client was not given proper notice, never was contacted during audit, and not the subject to the audit. Untimely petitions are rarely successful in getting the ultimate arbiter to client's petition for reassessment. However, the Administrative Law Judge ("ALJ") heard our oral arguments and granted in the client's favor citing lack of proper service by the EDD. The $190k debt is now out of collections as the client has now officially disputed the proposed assessment because the ALJ determined the untimely petition was deemed timely - as if the petition was filed within 30 days from assessment notice.
- [Tax Court Victory](https://moskowitzllp.com/success-story/tax-court-victory/): IRS attempted to assess over $408k in additional tax and over $81,000 in penalties for an approximate total of over $490k. This does not include interest that would have started accruing since 2019. The case surrounded whether the client actively participated in real estate activities. If the client was deemed to be a passive actor in the real estate activity, the client would have been limited in real estate losses and other deductions. The result of our tax court representation ended with $0 added liability for the client as we successfully presented our case to IRS counsel and it agreed with our position.
- [ERC Restaurant Success](https://moskowitzllp.com/success-story/erc-restaurant-success/): Client is a successful restaurant offering indoor and outdoor sit-down and carry-out service. During the pandemic, the city allows the restaurant to remain open provided that all tables in the indoor dining room must be spaced at least six feet apart. The client mistakenly believes that because the restaurant remains open during the pandemic and its gross receipts are more than 50% of its gross receipts before the pandemic, the restaurant is not eligible for the Employee Retention Tax Credit.
- [Corporate Dissolution](https://moskowitzllp.com/success-story/corporate-dissolution-success-story/): Client’s restaurant and brewery was losing money in 2017 and 2018, falling behind on bills and payroll taxes. The decision was made to close the business. Shortly after the business shuttered its door, the IRS came knocking. The client consulted with us about what he needed to do in light of the debts still owed by the corporation. We advised him on the proper ways to close the corporation so that the liabilities stayed inside the shell of the closed corporation. We followed the California Corporations Code to inform all shareholders and interested parties of the scheduled board meeting to close the corporation. A minority shareholder, requested a review of information and books, because he did not want to lose the ability to get a free beer when visiting the area, per his shareholder agreement; despite the fact that the restaurant was already shattered. We guided the board meeting to a successful resolution, resolving the concerned minority shareholder’s concerns.

## Ask a Tax Lawyer
- [Unfiled Tax Returns: Don’t Let IRS Troubles Ruin Your Life](https://moskowitzllp.com/ask-a-tax-lawyer/unfiled-tax-returns-dont-let-irs-troubles-ruin-your-life/): Have you neglected filing your tax returns for years, fearing the consequences? Don't let the IRS become a threat to your family and business. At Moskowitz LLP, we understand the stress of unfiled taxes and offer time-tested solutions tailored to your situation. Whether it's financial constraints or uncertainty, our team is here to help. Contact us at 888-TAXDEAL or visit moskowitzllp.com to resolve your tax situation before it's too late.
- [Trademark Protection: Safeguard Your Business Identity](https://moskowitzllp.com/ask-a-tax-lawyer/trademark-protection-safeguard-your-business-identity/): Did you know failing to trademark your business assets leaves them vulnerable to theft? Without proper protection, anyone can claim what's rightfully yours, jeopardizing your hard-earned reputation. At Moskowitz LLP, we emphasize the importance of trademarking to secure your brand identity in the digital age. Don't risk losing your uniqueness—call 888-TAXDEAL or visit moskowitzllp.com to safeguard your business today.
- [Don’t Fight the IRS Alone!](https://moskowitzllp.com/ask-a-tax-lawyer/dont-fight-irs-alone/): If you receive an audit letter, remember, you don’t have to fight the IRS alone. Bay Area Tax Attorney Steve Moskowitz of Moskowitz LLP is here to get into the fighting arena for you, regardless of your situation, to make sure you get the best possible outcome.
- [Did You Know the IRS has Records on Your Cryptocurrency Accounts?](https://moskowitzllp.com/ask-a-tax-lawyer/know-irs-records-cryptocurrency-accounts/): Are you invested in the cryptocurrency craze? Well, don’t tell us, tell the IRS! If you don’t follow their mandatory reporting requirements you could be subject to draconian consequences, especially if your records point to additional hidden offenses.
- [Why Should I Make the Jump From a CPA to a Tax Attorney?](https://moskowitzllp.com/ask-a-tax-lawyer/make-jump-cpa-tax-attorney/): You may view your CPA (Certified Public Account) as your confidant, but the truth is, anything you disclose to them can, and will be, used against you when the IRS comes knocking.
- [Would You Like to Cut Your Income Tax by 20 Percent?](https://moskowitzllp.com/ask-a-tax-lawyer/like-cut-income-tax-20-percent/): Would you like to cut your income tax by 20 percent?
- [When it Comes to Taxes, What You Don’t Know CAN Hurt You!](https://moskowitzllp.com/ask-a-tax-lawyer/comes-taxes-dont-know-can-hurt/): When it comes to taxes, what you don’t know CAN hurt you! If you have unpaid taxes it is imperative you know your options and break out of the cycle of avoidance — especially since the IRS is ramping up its efforts.
- [The Real Cost of Hiring an Attorney](https://moskowitzllp.com/ask-a-tax-lawyer/real-cost-hiring-attorney/): Most people associate hiring an attorney with breaking the bank. The accumulation of hourly fees might make you feel like your lawyer is the enemy, not the one on your side fighting the IRS. Bay Area tax attorney Steve Moskowitz explains to KGO 810 how that does not need to be the case.
- [Don’t Let Fear Keep You From Solving Your Tax Problem](https://moskowitzllp.com/ask-a-tax-lawyer/dont-let-fear-keep-solving-tax-problem/): An IRS audit notice can inspire fear: fear of going to jail, fear of an unpayable fine, even fear that the problem will lead to the end of a marriage or loss of a business. Luckily, much of this fear is completely unfounded.
- [Why do I Need Representation?](https://moskowitzllp.com/ask-a-tax-lawyer/why-do-i-need-representation/): Why do you need representation when fighting the IRS? It’s simple. You aren’t an experienced professional in the field, and you are going up against someone who is. That immediately puts you at a disadvantage – much like stepping into a ring with a professional heavyweight boxer while not being one yourself.
- [Don’t Let a Tax Problem Ruin your Life](https://moskowitzllp.com/ask-a-tax-lawyer/dont-let-tax-problem-ruin-life/): A lot of problems arise when you face legal issues with your taxes. But the biggest problem is getting stuck in the mindset that you can’t do anything about it. Bay Area Tax Attorney Steve Moskowitz has tragically witnessed this first hand: once representing a widow whose husband committed suicide, largely because his financial and tax problems were overwhelming. Another man gave up his child for adoption, thinking he was saving the child from his own tax problems.
- [How Can I Tell a Good Lawyer From All the Rest?](https://moskowitzllp.com/ask-a-tax-lawyer/can-tell-good-lawyer-rest/): A good lawyer is someone that will do for you what he or she would do for himself/herself. Someone who cares, knows what they are doing because of good solid years of relevant experience; explains all your options to you and works with you to choose the very best options and does all of this for reasonable fees.
- [What if I Have a Foreign Bank Account?](https://moskowitzllp.com/ask-a-tax-lawyer/foreign-bank-account/): A lot of people have foreign income and assets such as foreign bank accounts. Some people have accounts from living in previous countries, some people unknowingly inherit them and some people accidentally gain them through marriage.
- [How to Apply Casualty Loss Tax Deductions in the Wake of Disaster](https://moskowitzllp.com/ask-a-tax-lawyer/apply-casualty-loss-tax-deductions-wake-disaster/): Bay Area Tax Attorney Steve Moskowitz informed KGO about the special tax benefits available to victims of the California wildfires.
- [Extended IRS Deadlines for Disaster Victims](https://moskowitzllp.com/ask-a-tax-lawyer/extended-irs-deadlines-disaster-victims/): Bay Area Tax Attorney Steve Moskowitz informed KGO about the extended IRS deadlines for victims of the California wildfires.
- [How Commercial Building Depreciation Can Work in Your Favor](https://moskowitzllp.com/ask-a-tax-lawyer/commercial-building-depreciation-can-work-favor/): Bay Area Tax Attorney Steve Moskowitz informed KGO about a tremendous tax benefit of which commercial real estate owners can take advantage.
- [Tips for Victims of Disaster Before Contacting Insurance Companies](https://moskowitzllp.com/ask-a-tax-lawyer/tips-victims-disaster-contacting-insurance-companies/): Tips for victims of disaster before contacting insurance companies
- [California Disaster Recovery and Taxes](https://moskowitzllp.com/ask-a-tax-lawyer/california-disaster-recovery-taxes/): Bay Area Tax Attorney Steve Moskowitz explained a tax mechanism implemented by the government that can benefit California wildfire victims. He explained casualty losses and involuntary conversion, how to get your tax refund faster, and other tax relief offered to victims of the fires.
- [I Already Have an Accountant, Why Do I Need a Tax Attorney?](https://moskowitzllp.com/ask-a-tax-lawyer/already-accountant-need-tax-attorney/): You’ve had your finances in the hands of your trusted CPA (certified public accountant) for years and everything is running smoothly. Why would you switch to a tax attorney?
- [Can I Go to Prison for Not Filing a Tax Return?](https://moskowitzllp.com/ask-a-tax-lawyer/can-go-prison-not-filing-tax-return/): Could you go to prison for not filing a tax return? Yes. Not filing a tax return with the IRS is punishable by one year in prison for each year you fail to file.
- [I haven’t filed my tax return. What should I do now?](https://moskowitzllp.com/ask-a-tax-lawyer/i-havent-filed-tax-return-now/): If you haven’t filed your tax return you aren’t alone! However, you likely feel alone in the sense that you feel like you can’t tell anyone and you can’t see a way out of the snowballing problem.

## Testimonials
- [Channons S.](https://moskowitzllp.com/testimonials/channons-s/): I called Moskowitz LLP for a tax problem that honestly had me so worried! I called their office and got to speak to an attorney immediately she really took her time with me and walked me through the IRS procedures and explained the initial process of working with their firm. When I had my consultation with Steve I was so relieved to hear that this was common and fixable! I would highly recommend this firm to anyone!!
- [Izzy Z.](https://moskowitzllp.com/testimonials/izzy-z/): My grandmother was having trouble with her taxes and hadn't filed in quite a few years...we didn't even know this was the case!   We got a letter from the IRS and were completely surprised!   We googled around and came across Moskowitz LLP and a few other firms. We talked to them all but they stood out of the bunch. My mom and I got on the phone with Steve and he assured us that they could easily help us and saved us a ton of money in the end... Considering how worried we were before and how relieved we are now I would say it was well worth the call. We weren't local but they accommodated us as well which was huge for us. I just wanted to say thank you for helping us and my grandmother!!
- [Bobby R.](https://moskowitzllp.com/testimonials/bobby-r/): I would highly recommend Moskowitz LLP to all small businesses who need assistance with their yearly filings. The Moskowitz team is an extremely professional and knowledgeable firm. With an expertise in both tax filings, tax audits and full understanding of tax law -- Moskowitz LLP are experts in this field. It's also important to note their ability to creatively solve problems, responsive approach and great customer service.
- [Shawn H.](https://moskowitzllp.com/testimonials/shawn-h/): I have been working with Steve Moskowitz and his team since the spring of 2006 and I've found them to be professional, highly intelligent, knowledgeable and to the point when it comes to tax law. His staff is always friendly and I have consistently been treated with respect and dignity by the entire Moskowitz team.   Would highly recommend them to anyone in need of a tax law firm.
- [Ben S.](https://moskowitzllp.com/testimonials/ben-s/): I would highly recommend Moskowitz LLP to any individuals or small businesses who need assistance with their yearly filings. The Moskowitz team is an extremely professional and knowledgeable firm with an expertise in both tax filings, tax audits and full understanding of tax law -- Moskowitz LLP are experts in this field.
- [Jaysson R.](https://moskowitzllp.com/testimonials/jaysson-r/): Steve Moskowitz and his team of attorneys are big league professionals. Their law firm is in an elite category not only locally but across the nation; they know the intricacies of domestic and foreign tax law, and, will defend your rights. I've known Steve for over 10 years. He will work hard to make sure you receive the best representation given the complexities of your case or situation. Go with Steve and his team - they will not let you down. Hire them today.
- [Sally C.](https://moskowitzllp.com/testimonials/sally-c/): I am not a long-term client of this firm but I just recently started using their tax prep services. (They do more than just tax law!)   First of all, I was pleasantly surprised with how easy it was to work with them. I have the perception of law firms charging an arm and a leg even if you do a lot of the work getting all the info/documentation over but they pretty much took the work out of my hands.   Second, the entire staff was extremely friendly and when I had a question I was able to reach someone immediately. They filed everything early and communicated effectively with me the entire process.   Really pleased with the overall service and I will definitely continue to use them to prepare my taxes every year!
- [Christopher B.](https://moskowitzllp.com/testimonials/christopher-b/): When what I thought to be a simple tax matter unraveled into something far larger I was referred to Steve Moskowitz' firm by my father in law. I had a phone consultation with Steve and he promised that my looming tax problem could be fixed rather easily with my cooperation. After I provided them with my part and they worked their 'magic' my issues were resolved and I was able to reduce my tax debt. After the case was settled and my return filed I actually received a refund!
- [Nicole B.](https://moskowitzllp.com/testimonials/nicole-b/): I was born and raised in Switzerland but have been an American citizen for many years.   A few years ago, I inherited some funds and property from my family. Because of the complex legal system and tax structure of this country, I wanted to make sure it would be properly handled. I am so happy I selected Steve's firm. From the first day, when I met Steve and his staff, I knew a well-qualified, persistent team of dedicated professionals would successfully represent me. Their assistance in dealing with the complex issues of my case put me immediately at ease. I was kept informed as they went though the various phases of resolving my case.   I highly recommend the firm and staff of MOSKOWITZ, LLP.
- [Alamenda B.](https://moskowitzllp.com/testimonials/alamenda-b/): Moskowitz LLP helped me get my tax situation in order after years of ignoring my problem and now I feel so much better knowing this monkey is off my back. Erin facilitated my case very well- keeping me in the loop and following up with me consistently because they know people like me need that kind of attention. I am now much better informed about my obligations as a tax payer and plan to return to Moskowitz LLP for my yearly tax return preparation.
- [Ishtar P.](https://moskowitzllp.com/testimonials/ishtar-p/): I called last week to inquire about music taxes and I was able to speak with an associate (that never happens). I believe her name was Erin. She was very professional and knowledgeable about the law firm and all the different services they provide. She even made me laugh. I'm looking to step out on my own and she made me feel very comfortable. When that time is right I will be giving Moskowitz a callback. Thanks for all your help.
- [Angel R.](https://moskowitzllp.com/testimonials/angel-r/): I hadn't filed taxes in a few years and wasn't sure if I owed or if I could just start filing again. I called and asked for some advice and spoke with an associate in Steve's office. I was so surprised at how helpful they were about my dependents, what forms to use and what information I needed.  I give this firm 2 thumbs up!
- [Kelly M.](https://moskowitzllp.com/testimonials/kelly-m/): I needed some help with a simple tax issue as well as future tax planning, and Moskowitz LLP was a great find! They helped solve the original issue very quickly and easily. Additionally, their team was helpful in advising best practices/planning as I started a business. They were professional, efficient and available, and I felt very informed throughout the process.   I would recommend them to anyone with tax problems, major or minor, as well as someone looking for a company to prepare taxes for you.
- [Alicia D.](https://moskowitzllp.com/testimonials/alicia-d/): I reached out to Moskowitz LLP, based on numerous recommendations from friends, to help me deal with some foreign property I had inherited and sold. I have been exceptionally pleased with the high level of customer service I have received from the numerous staff I have interacted with. Everyone who I dealt with was extremely professional and responsive, either in person, via phone or email.   They answered all my questions while providing me with the appropriate legal and tax advice. While I originally contacted them for property tax advice, based on the fact that they far exceeded my expectations, I have now engaged them to file my taxes going forward. I highly recommend Moskowitz LLP for your property and tax preparation and advice.
- [Peter S.](https://moskowitzllp.com/testimonials/peter-s/): Not to bore you with details, but I was facing some legal issues due to bad accountants. I called Moskowitz and from my first conversation with Stephen, I knew I was in good hands. My tax issues were solved quickly, efficiently, and for a reasonable price by a team of seasoned professionals. I am extremely happy with the outcome as I got a second chance to do things right. Thank you guys. I will recommend you to all my friends.
- [Sami W.](https://moskowitzllp.com/testimonials/sami-w/): Mr. Moskowitz is knowledgeable, down-to-earth, very helpful and friendly. I was referred to Stephen by a friend who spoke very highly of him. Mr. Moskowitz answered all my questions and gave me tips on how to be more organized with my taxes. I would highly recommend this office.
- [Patricia P.](https://moskowitzllp.com/testimonials/patricia-p/): Moskowitz is the place to go, period.   Do not go see the IRS, do not speak to them; instead, turn everything over to Steve and his team.   The US tax system is its own ecosystem. One can be a financial and math wizard - but that won't help. Only US tax experts are able to understand the arcane procedures and terminology that exist only in this ecosystem. Steve and his staff are experts.   Don't hesitate and for heaven's sake don't wait! The cost of Steve's services pale in comparison the loss of your time, the stress, and the potentially incorrect charges the IRS may levy. The IRS is known to overcharge for taxes and fees not owed, but mere mortals are unable to discern the difference.
- [Kathleen H.](https://moskowitzllp.com/testimonials/kathleen-h/): I contacted this office for a consultation on a relatively-obscure legal issue. His assistant arranged for Mr. Moskowitz to call me back at a time convenient to me, which was a very pleasant surprise; I expected several days of phone tag. Then, when I did speak with him, he was clear, courteous, and - most important of all - very helpful!   It turned out that I didn't need to retain his services; instead, the fifteen minutes that he spent with me on the phone were adequate to resolve my specific issue. I will definitely return to this firm when I have any significant tax concerns in the future!
- [Moni B.](https://moskowitzllp.com/testimonials/moni-b/): Moskowitz LLP is a great firm. In the legal field, it's difficult to find a group of people that you can work with who actively listen. I went with low expectations since I've had bad experiences in the past. I felt safe, reassured and hopeful when I left. The staff carefully listened, were empathetic and devised a plan for me to move forward using dynamic solutions that others had not thought of. Without a doubt, I will be returning annually!

## Professionals
- [Stacy Lusk](https://moskowitzllp.com/professionals/stacy-lusk/): Stacy Lusk is a highly experienced Certified Public Accountant with over 25 years of professional expertise in accounting, tax planning, and financial reporting.  As Lead Tax Accountant at Moskowitz LLP, she plays a central role in advising individuals and businesses on complex tax matters and strategic financial planning.  Stacy has worked extensively across a range of industries, including real estate, construction, hospitality, healthcare, and nonprofit organizations—delivering customized solutions that meet the unique needs of each client.
- [Travis DeLucenay](https://moskowitzllp.com/professionals/travis-delucenay-jd-cpa/): Travis DeLucenay brings over twenty years of combined legal and accounting experience to Moskowitz LLP, offering clients the rare advantage of counsel who is both an attorney and a Certified Public Accountant. With a strong foundation in tax law and controversy, Travis specializes in complex resolution matters at both the federal and state level. His credentials allow him to bridge legal and financial strategies, providing thoughtful, results-driven solutions for individuals and businesses facing serious tax challenges.
- [Michelle Morris](https://moskowitzllp.com/professionals/michelle-morris/): Michelle Morris is an Enrolled Agent and experienced Case Manager with over 20 years of combined experience in customer service, leadership, and tax operations. With a strong foundation in tax resolution, Michelle spent eight years managing a tax relief firm, where she oversaw a wide range of complex IRS cases and developed long-term operational strategies to ensure accuracy, timeliness, and client satisfaction.
- [Audrey Hartofolis](https://moskowitzllp.com/professionals/audrey-hartofolis/): Audrey Hartofilis is a dedicated Administrative Assistant in our Tax Department, bringing over 15 years of experience in tax-related administrative support for CPA firms. Audrey has a talent for all of the behind-the-scenes support functions that are required to have a highly efficient tax department. Her hands-on experience with e-filing, organizing client tax documents, and responding to tax notices allows her to assist clients effectively and ensure accurate, compliant tax filings.
- [Sarah Vestal](https://moskowitzllp.com/professionals/sarah-vestal/): Sarah Vestal, CPA, is a tax preparation expert with over a decade of experience delivering comprehensive and accurate tax filings. At Moskowitz LLP, Sarah is renowned for her meticulous approach to preparing individual and business tax returns, ensuring every detail is optimized for compliance and tax savings. Whether it's complex personal filings or intricate corporate returns, Sarah’s deep understanding of the tax code helps clients avoid pitfalls and maximize deductions and credits.
- [Quyen Tran](https://moskowitzllp.com/professionals/quyen-tran-cpa/): Quyen Tran is a Certified Public Accountant with a Master of Science degree in Taxation and over a decade of experience in accounting and tax services. At Moskowitz LLP, Quyen focuses on preparing individual, business, trust, and gift tax returns, as well as assisting clients in resolving complex tax issues with both the IRS and state tax agencies. Her well-rounded tax background includes in-depth experience with S-Corporations, C-Corporations, partnerships, and high-net-worth individuals.
- [Annamalai Vairavan](https://moskowitzllp.com/professionals/annamalai-vairavan/): Annamalai Vairavan is a highly experienced bookkeeper and QuickBooks Certified Professional with over 12 years of expertise in accounting and finance. As a Certified QuickBooks Online ProAdvisor, Annamalai is skilled in maintaining accurate financial records, ensuring the integrity of information, and collaborating effectively with clients. At Moskowitz LLP, Annamalai applies his extensive experience in bookkeeping, payroll management, and financial reporting to support our clients and their businesses to optimize their accounting processes. His attention to detail and strong organizational skills enable him to produce precise financial statements, manage accounts payable and receivable, and reconcile bank statements efficiently.
- [Daniel Joseph](https://moskowitzllp.com/professionals/daniel-joseph/): Daniel brings extensive experience in accounting and financial management to Moskowitz LLP, where he plays a vital role as a skilled bookkeeper. With an accounting career spanning over a decade, Daniel has developed a solid foundation in financial reconciliation, internal reporting, and client billing. He has a proven record of implementing streamlined processes to enhance profitability and operational efficiency. At Moskowitz LLP, Daniel creates and monitors internal our business owner client’s records and reconciles their books, improving profit margins, and maintaining accurate records across a high volume of transactions. His hands-on approach in overseeing account reconciliations and fixed asset controls ensures meticulous accuracy and compliance in financial documentation.
- [Jessica Torres](https://moskowitzllp.com/professionals/jessica-torres/): Jessica Torres is an experienced Enrolled Agent, certified by the Internal Revenue Service, with a strong background in tax resolution and representation before federal and state tax authorities. She brings a wealth of expertise in managing complex tax cases, including filing for IRS Fresh Start Programs, removing levies and garnishments, and handling tax debt resolution through Offers in Compromise. Jessica is highly proficient in interpreting IRS transcripts and guiding clients through compliance issues to achieve favorable outcomes.
- [Chinonso Ezike](https://moskowitzllp.com/professionals/chinonso-ezike/): Chinonso Ezike is an enrolled agent and a tax reviewer here at Moskowitz LLP, where she holds a supervisory role and also prepares complex tax returns. With a keen eye for detail, she works on intricate tax matters, leveraging her extensive expertise to provide high-quality tax preparation and advisory services.
- [Mark McMaster](https://moskowitzllp.com/professionals/mark-mcmaster/): Mark McMaster is a skilled CPA with an impressive tenure of 45 tax seasons under his belt, bringing a wealth of experience to Moskowitz LLP. Based in Northern California, Mark's extensive career in the tax industry is complemented by his commitment to family and personal pursuits.
- [Chris Lyons](https://moskowitzllp.com/professionals/chris-lyons/): Chris Lyons is an experienced CPA who serves in a managerial capacity at Moskowitz LLP, where he spearheads the development and expansion of their accounting department. His responsibilities are multifaceted, involving extensive tax work that includes reviewing and preparing returns, reviewing and performing accounting support to clients, as well as maintaining direct contact with clients. Chris is instrumental in onboarding new clients, ensuring a solid foundation for their business relationships. His role requires a hands-on approach, reflecting his commitment to providing comprehensive support across various aspects of the firm's operations.
- [Dawn Ogrentz](https://moskowitzllp.com/professionals/dawn-ogrentz/): Dawn Ogrentz is a dedicated and compassionate Client Engagement Specialist at Moskowitz LLP, where she serves as the front line for all incoming prospects. With 19 years of experience in the legal field, particularly in specialized customer service, Dawn brings a wealth of expertise to her role. She excels in setting appointments for clients to consult with attorneys, ensuring they receive the attention and assistance they need. Dawn's commitment to understanding each client's unique situation and providing empathetic support shines through in her interactions with people on a daily basis.
- [Josie Stockdale](https://moskowitzllp.com/professionals/josie-stockdale/): Josie Stockdale serves as a Client Engagement Specialist here at Moskowitz LLP, nurturing relationships with prospective clients and guiding them through the initial stages of engagement with the firm. With a Bachelor's degree in Corporate Finance from Colorado State University Global, Josie brings a fresh perspective and a passion for business to her position. She relishes the opportunity to gain experience in the field of business while providing valuable support to clients navigating complex legal matters.
- [Greg Anthony Ocampo](https://moskowitzllp.com/professionals/greg-anthony-ocampo/): Moskowitz LLP created the role of Tax Services Coordinator to provide greater transparency and communication between our tax services department and our clients. Greg excels at directing the right client information to the right preparer, updating clients on the status of their work, and promoting overall efficiency as part of the Moskowitz LLP customer experience. A volunteer by nature, Greg takes a lot of pride in providing help to others, and creating a welcoming environment where work gets done well is a source of joy to him. Previously at Intel, Greg chose Moskowitz LLP for its creative problem solving and demanding learning curve, which he thrives on. A lifelong ballroom dancer and Star Trek nerd, Greg is also deeply involved with his Filipino heritage and cultural associations.
- [Chioma Nwogu](https://moskowitzllp.com/professionals/chioma-nwogu/): Chioma determines the relevant tax documents for individuals and differing types of business entities, and organizes them in order to file the appropriate tax return to fit a client’s particular tax strategy. With six years of experience in tax, and an MBA in Leadership and Management with a specialization in Information Technologies (IT), as well as an undergraduate degree in finance, Chioma brings a high level of expertise to legally minimizing each client’s tax liability. She credits the responsive and attentive employee culture at Moskowitz LLP with allowing her to do her best work for her clients.
- [LaTrisha Luttrell](https://moskowitzllp.com/professionals/latrisha-luttrell/): LaTrisha brings an extensive background in accounting principles as well as tax preparation to her role at Moskowitz LLP. In interviewing and working with clients, LaTrisha proactively researches strategies based on the specifics of their business, income, and other factors, in order to secure the legal minimum in tax obligation for them. She sees herself as passionate, accessible, and collaborative with both clients and colleagues. The tax preparation team at Moskowitz LLP complements each other’s strengths, and LaTrisha draws upon our culture to deliver results to her clients.
- [Mary Chamberlain](https://moskowitzllp.com/professionals/mary-chamberlain/): Mary is one of the primary contacts for Moskowitz LLP clients working with our Resolution and Legal departments, as she supports our enrolled agents and attorneys. She updates clients with information about the progress of their cases, handles information requests and follow up, and relays details to and from the professionals on her team. With clients undertaking a difficult process towards their tax resolution, Mary aims to provide support, empathy, and organizational clarity. She actively engages with her team, leadership, and clients with excellent communication skills and an eagerness to consistently add value. Mary cites the growth and collaboration inherent to work at Moskowitz LLP as a benefit to her ability to deliver client satisfaction.
- [Jaclyn Bull](https://moskowitzllp.com/professionals/jaclyn-bull/): As an executive assistant to Paul Vargas, Managing Attorney at Moskowitz LLP, Jaclyn supports all aspects of Paul’s daily work routine. She schedules client meetings and advises Paul of time-sensitive and priority issues. Jaclyn brings a history of quick and effective adaptation to the communications needs of multiple industries, spanning grant-writing and copy-editing responsibilities at a senior level within various organizations from wholesale horticulture to mayoral office to the California Department of Education. Skilled, focused, and able to deftly sift out the information that matters, Jaclyn is a strong asset to the administrative team at Moskowitz LLP.
- [Zhanna Mironova](https://moskowitzllp.com/professionals/zhanna-mironova/): Zhanna creates a durable record of day-to-day financial transactions, bank reconciliations, and generates financial statements for Moskowitz LLP bookkeeping clients. She is also a member of the Moskowitz LLP ERC team. In the accounting industry since 2014, Zhanna is trained in interpreting and analyzing financial data, and fitting the best possible tax plan to the accounts she manages, including a MBA from Grand Canyon University. She is pleased to be a part of the friendly community at Moskowitz LLP, and lives in South Carolina.
- [Wendy Vargas](https://moskowitzllp.com/professionals/wendy-vargas/): Wendy is the first point of contact for potential and existing Moskowitz LLP clients. She understands and reports on the serious issues our clients face, and triages them to our engagement team or to the proper firm member for what they’re dealing with. Empathetic and adaptable, Wendy enjoys being affiliated with Steve Moskowitz and the legacy of the Moskowitz LLP brand.
- [Lorelie Ocampo](https://moskowitzllp.com/professionals/lorelie-ocampo/): Lorelie is one of the keys to our success in the Tax Department. She ensures that tax returns are moving through the life cycle that we have designed. As the Administrator of the Tax Department, she is responsible for overseeing and delegating work between tax professionals on our team and spearheads all electronic filing matters. Lorelie is driven by finding the right solution to any urgent situation that may arise, and by prioritizing the right steps to get our clients’ work done efficiently.
- [Carey Gay](https://moskowitzllp.com/professionals/carey-gay/): As an enrolled agent, Carey represents Moskowitz LLP clients before IRS and state jurisdictions in tax disputes and tax resolution cases. She brings over 10 years of tax work experience to her role, and has been an enrolled agent since 2015.
- [Paul Vargas, LLM](https://moskowitzllp.com/professionals/paul-vargas-esq-llm/): Paul is a keystone of our many departments. He coordinates our tax preparation, ERC cases, and tax resolution services, as well as our corporate formation and governance, and mergers and acquisitions work. And he manages all this while performing legal services for the firm on behalf of our clients: representing clients for tax court, in audits, and providing legal opinions for the numerous high-stakes cases and controversies Moskowitz LLP resolves.
- [Taji James](https://moskowitzllp.com/professionals/taji-james/): Moskowitz LLP honors the memory of Taji James, a beloved colleague and friend whose warmth, dedication, and unwavering commitment to excellence touched firm members and clients who had the privilege of working with her. Taji’s thoughtful attention to detail and relentless drive to better herself made her an invaluable member of our team. She approached every challenge with care and precision, always striving to provide the highest level of service. Beyond her professional contributions, Taji’s kindness and uplifting spirit made a lasting impact on all who knew her. She will be deeply missed, but her legacy of hard work, compassion, and integrity will always remain a part of Moskowitz LLP.
- [Sheri Yee](https://moskowitzllp.com/professionals/sheri-yee/): Sheri Yee is a shrewd, perceptive, and graceful communicator who knows how to make “client success” more than just a buzzword. As Client Engagement Manager at Moskowitz LLP,
- [Sarah Sayles](https://moskowitzllp.com/professionals/sarah-sayles/): Sarah manages the flow of information between Moskowitz LLP and our tax clients. She assists them in filling out forms and using online portals and tax resources, ensuring the two-way communication necessary for a positive client experience takes place. A member of the Moskowitz LLP team since 2018, Sarah works closely with Moskowitz LLP tax preparers to keep conversations clear and accessible, even when the stakes are high.
- [Kirk Humbles, Jr.](https://moskowitzllp.com/professionals/kirk-humbles-jr/): A veteran of Moskowitz LLP, Kirk assists both the legal team and tax group. He schedules calls with clients, manages document flow among the firm, clients, IRS, and all critical parties. He assists attorneys taking notes on calls with clients and organizes client portals on the website. His can-do attitude and diligence is greatly appreciated by Moskowitz LLP and its clients.
- [Daniel Rodas](https://moskowitzllp.com/professionals/daniel-rodas/): Daniel Rodas serves as the eyes and ears of the office manager at Moskowitz LLP. His daily myriad duties include delivering documents and occasionally serving as a stand-in witness. Daniel has been a valuable part of Moskowitz LLP since April 2021.
- [Ivette Fuentes](https://moskowitzllp.com/professionals/ivette-fuentes/): Outside of work she volunteers as Treasurer for The Compassionate Friends of Solano County. In her spare time, she enjoys going to festivals, wine tastings and sightseeing around the state.
- [Tina Vargas](https://moskowitzllp.com/professionals/tina-vargas/): In her 20+ years at Moskowitz LLP Tina Vargas has proven to be an invaluable part of the tax litigation team. She assists attorneys, helps with case filings, and provides day-to-day support for busy caseloads. Tina works with IRS auditors and has an uncanny knack for helping clients obtain favorable (and sometimes, near-miraculous) resolution to tax collection problems.
- [Erin Humbles](https://moskowitzllp.com/professionals/erin-humbles/): For nearly two decades, Erin has been fundamental to the smooth operation of Moskowitz LLP. Erin manages all of the firm’s core administrative functions, including operations, human resources, accounting, and marketing.
- [Steve Moskowitz, LLM](https://moskowitzllp.com/professionals/stephen-moskowitz/): Steve Moskowitz knows that clients’ lives – and livelihoods – can be upended or even destroyed when tax trouble arises. As a tax attorney for more than 30 years, Steve has made it is his personal mission to help business owners and individual clients successfully resolve tax issues and go on with their lives. With extensive knowledge of tax law, a desire for swift and vigorous defense, and decades of experience with tax authorities and in the courts, he has unusually perceptive judgment in assessing the best way forward, and the right resources to achieve resolution.

## Videos
- [New Tax Credits for Businesses – Appearance from KGO 810](https://moskowitzllp.com/tv-appearances/new-tax-credits-for-businesses-radio-appearance-from/): Listen to Steve explain the Employee Retention Tax Credits as discussed on KGO radio.
- [Colin Kaepernick Files For Trademark Of His Face And Hair](https://moskowitzllp.com/tv-appearances/colin-kaepernick-files-trademark-face-hair/): On this episode of 'The Happy Hour,' Steve Moskowitz talks about Kaepernick's trademark of his likeness then discusses tax law about the NFL Jaguar's owner Shahid Khan plating home games in London.
- [NFL Suspends Seahawks LB Mychal Kendricks for Insider Trading](https://moskowitzllp.com/tv-appearances/nfl-suspends-seahawks-lb-mychal-kendricks-insider-trading/): Lawyer Steve Moskowitz joins this episode of 'The Happy Hour' to discuss the suspension of NFL Seahawks LB Mychal Kendricks for insider trading and MLB Cubs SS Addison Russel on domestic violence violations.
- [Is Eric Reid’s Collusion Grievance Affected If Kaepernick Signs?](https://moskowitzllp.com/tv-appearances/eric-reids-collusion-grievance-affected-kaepernick-signs/): Steve Moskowitz talks about the impact Kaepernick's signing could have on Eric Reid's collusion grievance with the 'The Happy Hour' hosts Kelli Johnson and Greg Papa. Plus, discussion of Joe Hadden's reaction to a 3 a.m. random drug test.
- [Former Jaguars LB Dab Skuta Attempts to Trademark ‘Sacksonville’ Nickname](https://moskowitzllp.com/tv-appearances/former-jaguars-lb-dab-skuta-attempts-trademark-sacksonville-nickname/): Steve Moskowitz sits down with Grant Liffman and Greg Papa on 'The Happy Hour' to talk about the attempted 'Sacksonville' trademark by former Jaguars LB Dab Skuta. Additional discussion includes the future of gambling involving the Alliance of American Football.
- [What Are The Tax Implications For The Bears With Khalil Mack’s Money?](https://moskowitzllp.com/tv-appearances/tax-implications-bears-khalil-macks-money/): On this episode of 'The Happy Hour,' Steve Moskowitz discusses the impact tax law could have on the Chicago Bears with Khalil Mack's signing bonus. Also discussed with Jim Kozimor and Ray Ratto is the city of Oakland's lawsuit against the Raiders.
- [The Legal Issues Raised by the Jordan McNair Tragedy at the University of Maryland](https://moskowitzllp.com/tv-appearances/legal-issues-raised-jordan-mcnair-tragedy-university-maryland/): The recent admission by the President of the University of Maryland, that they accept some 'legal and moral responsibility' for the tragic death of football player Jordan McNair raises an abundance of legal questions. On this episode of 'The Happy Hour,' our own Steve Moskowitz offers some thoughts on the case and the decision by the Unversity to proactively accept a measure of responsibility for the death of one of their own student-athletes.
- [Urban Meyer Changes His Story, and EA Sports Apologizes for Kaepernick Edit](https://moskowitzllp.com/tv-appearances/urban-meyer-changes-story-ea-sports-apologizes-kaepernick-edit/): Urban Meyer changes course on whether he knew about Zach Smith's history of alleged domestic violence and now claims that he followed university protocol. Plus, EA Sports apologizes for editing Colin Kaepernick's name out of their purchased song, claiming the censorship was a mistake.
- [Record Breaking Luxury Tax in OKC, Reuben Foster Suspended 2 Games, & Gareon Conley’s Counter Suit](https://moskowitzllp.com/tv-appearances/record-breaking-luxury-tax-okc-reuben-foster-suspended-2-games-gareon-conleys-counter-suit/): The team tackles three topics today on the Happy Hour, the first involving OKC and the Thunder's record-breaking luxury tax with the signing of Raymond Felton. The second item of business is Reuben Foster, and his 2 game suspension without pay for violating conduct and substance abuse policy. And lastly, Gareon Conely is suing the woman who accused him of rape. Does he have a case for "malicious criminal prosecution?"
- [NBA Approves Credit Increase to Owners, and Detroit Tigers Coach Fired Over Insensitive Remarks](https://moskowitzllp.com/tv-appearances/nba-approves-credit-increase-owners-detroit-tigers-coach-fired-insensitive-remarks/): Up first, the team discusses the NBA's decision to increase its line of credit to owners. Why would NBA owners need this, and does its purpose play out in practice the way its supposed to in theory? Also, the Detroit Tigers fire their Pitching Coach, Chris Bosio, for inappropriate clubhouse comments, but should they have? Does Bosio have a case for wrongful termination?
- [How Taxes Might Affect John Tavares’ Free Agency Decision](https://moskowitzllp.com/tv-appearances/state-federal-tax-laws-impact-free-agency-decisions-players-like-john-tavares-can-president-trumps-new-tax-law-possibly-affect-potential-destination/): How do state and federal tax laws impact the free agency decisions of players like John Tavares? And can President Trump's new tax law possibly affect his potential destination?
- [76ers GM in Hot Water Over Alleged Twitter Accounts, & Payton Manning Faces Doping Allegations](https://moskowitzllp.com/tv-appearances/76ers-gm-hot-water-alleged-twitter-accounts-payton-manning-faces-doping-allegations/)
- [Draymond Green Trademarks “Hampton 5,” and Eric Reid Claims Collusion](https://moskowitzllp.com/tv-appearances/draymond-green-trademarks-hampton-5-eric-reid-claims-collusion/)
- [The Supreme Court Rules in Favor of Sports Betting, and Potential Fallout in Foster Case Aftermath](https://moskowitzllp.com/tv-appearances/supreme-court-rules-favor-sports-betting-potential-fallout-foster-case-aftermath/)
- [Old Charges Against Matt Patricia, and New Evidence in Reuben Foster Case](https://moskowitzllp.com/tv-appearances/old-charges-matt-patricia-new-evidence-reuben-foster-case/)
- [49ers Linebacker Reuben Foster Charged with Three Felonies](https://moskowitzllp.com/tv-appearances/49ers-linebacker-reuben-foster-charged-three-felonies/)
- [Baltimore Ravens to be Questioned in Kaepernick Collusion Grievance, Plus LeBron v. ‘Bama](https://moskowitzllp.com/tv-appearances/baltimore-ravens-questioned-kaepernick-collusion-grievance/)
- [The Legality Behind Inappropriate Interview Questions by the NFL, Plus Trademarks and Tattoos](https://moskowitzllp.com/tv-appearances/legality-behind-inappropriate-interview-questions-nfl-plus-trademarks-tattoos/)
- [More on Ezekiel Elliot’s Suspension Dispute, and Bobblehead Taxation Enforcement in Ohio](https://moskowitzllp.com/tv-appearances/ezekiel-elliots-suspension-dispute-bobblehead-taxation-enforcement-ohio/)
- [Mark Cuban in Hot Water, and Do Olympic Medalists Owe the IRS?](https://moskowitzllp.com/tv-appearances/mark-cuban-hot-water-olympic-medalists-owe-irs/)
- [Steve Moskowitz Explains the Taxes on Garoppolo’s Contact](https://moskowitzllp.com/tv-appearances/moskowitz-explains-garoppolos-contact/)
- [Steve Moskowitz on NFL’s Rooney Rule Investigation of the Raiders](https://moskowitzllp.com/tv-appearances/steve-moskowitz-nfl-runey-rule-investigation-of-raiders/)
- [Steve Moskowitz on Tax Cuts and Impact on Athletes](https://moskowitzllp.com/tv-appearances/steve-moskowitz-tax-cuts-impact-athletes/)
- [Moskowitz Weighs in on Sean Smith Lawsuit on NBCS](https://moskowitzllp.com/tv-appearances/moskowitz-12-21-17-happy-hour-nbcs/)
- [Moskowitz Talks Lawsuit of Kneeling NFL Players](https://moskowitzllp.com/tv-appearances/moskowitz-talks-lawsuit-kneeling-nfl-players/)
- [Steve Moskowitz Talks Sports Gambling and the Law](https://moskowitzllp.com/tv-appearances/steve-moskowitz-talks-sports-gambling-law/)
- [Steve Moskowitz on Baseball Tax and Current Tax Bill](https://moskowitzllp.com/tv-appearances/steve-moskowitz-on-baseball-tax-and-current-tax-bill/)
- [Steve Moskowitz on Antrel Rolle and Filing False Returns](https://moskowitzllp.com/tv-appearances/steve-moskowitz-antrel-rolle-filing-false-returns/)
- [Moskowitz on Louisville vs Tom Jurich and Michael Bisping Charges](https://moskowitzllp.com/tv-appearances/moskowitz-louisville-vs-tom-jurich-michael-bisping-charges/)
- [Tips for Victims of Disaster Before Contacting Insurance Companies](https://moskowitzllp.com/tv-appearances/tips-victims-disaster-contacting-insurance-companies/)
- [California Disaster Recovery and Taxes](https://moskowitzllp.com/tv-appearances/california-disaster-recovery-taxes/)
- [Moskowitz on Ezekiel Elliott Suspension, and Colin Kaepernick](https://moskowitzllp.com/tv-appearances/moskowitz-ezekiel-elliott-suspension-colin-kaepernick/)
- [Steve Moskowitz on Jerry Jones Anthem Mandate](https://moskowitzllp.com/tv-appearances/steve-moskowitz-jerry-jones-anthem-mandate/)
- [Steve Moskowitz on Legalities of Sexist Comments, Workplace Slander and More](https://moskowitzllp.com/tv-appearances/steve-moskowitz-legalities-sexist-comments-workplace-slander/)
- [Steve Moskowitz Speaks on Tax Liabilities of Cash Gifts and Sean Smith Not Guilty Plea](https://moskowitzllp.com/tv-appearances/sean-smith-not-guilty-plea/): Steve Moskowitz joins NBCS Happy Hour on 09/29/17 to educate on tax liabilities of cash gifts. Later, he provides the legal implications of Oakland Raider's player Sean Smith pleading not guilty to assault and battery charges.
- [Steve Moskowitz Talks on Federal Investigation of Nike Elite Youth Basketball League](https://moskowitzllp.com/tv-appearances/federal-investigation-nike-elite-youth-basketball-league/)
- [Steve Moskowitz Speaks on American Justice System and Ezekiel Elliott Trial](https://moskowitzllp.com/tv-appearances/justice-system-ezekiel-elliott-trial/)
- [I already have an accountant, why do I need a tax attorney?](https://moskowitzllp.com/tv-appearances/already-accountant-need-tax-attorney/)
- [Can I go to prison for not filing a tax return?](https://moskowitzllp.com/tv-appearances/can-go-prison-not-filing-tax-return/)
- [I haven’t filed my tax return. What should I do now?](https://moskowitzllp.com/tv-appearances/havent-filed-tax-return-now/)
- [Steve Moskowitz Talks on St. Louis Rams Ticket Holders License Payout and More](https://moskowitzllp.com/tv-appearances/rams-ticket-holders-license-payout/)
- [Steve Moskowitz talks on Ezekiel Elliott Suspension and Victim Shaming](https://moskowitzllp.com/tv-appearances/ezekiel-elliott-suspension-victim-shaming/)
- [Steve Moskowitz Speaks on Rafa Marquez Link to Drug Trafficking Ring](https://moskowitzllp.com/tv-appearances/rafa-marquez-link-to-drug-trafficking/)
- [Steve Moskowitz Talks on Pete Rose Statute of Limitations and 49ers ADA Lawsuit](https://moskowitzllp.com/tv-appearances/pete-rose-statute-limitations-49ers-ada-lawsuit/)
- [Steve Moskowitz Speaks on Draymond Green Lawsuit](https://moskowitzllp.com/tv-appearances/draymond-green-lawsuit/)
- [Steve Moskowitz Speaks on OJ Simpson Parole](https://moskowitzllp.com/tv-appearances/oj-simpson-parole/)
- [Steve Moskowitz Talks Pros and Cons of Living in a State with no Taxes](https://moskowitzllp.com/tv-appearances/pros-cons-living-state-no-taxes/)
- [Steve Moskowitz Insights on New Jersey Gambling](https://moskowitzllp.com/tv-appearances/new-jersey-gambling/)
- [Steve Moskowitz Gives Insight on Tiger Woods Arrest and Chicago Bears Dress Code](https://moskowitzllp.com/tv-appearances/tiger-woods-arrest-chicago-bears-dress-code/)
- [Steve Moskowitz’s Take on Offensive Trademarks Supreme Court Ruling](https://moskowitzllp.com/tv-appearances/offensive-trademarks-supreme-court-ruling/)

## Press Items
- [7 Things Tax-Savvy Business Owners Should Do Before Year-End](https://moskowitzllp.com/press/7-things-tax-savvy-business-owners-year-end/): At the end of the year, many small business owners start looking for ways to lower their business taxes. Although the best tax plans are usually implemented year-round, it’s not too late for you to save in 2025 while you begin to plan for next year.
- [Selling Your Investment Property? Here’s How to Defer Taxes With a 1031 Exchange](https://moskowitzllp.com/press/selling-your-investment-property-heres-how-to-defer-taxes-with-a-1031-exchange/): Thinking about swapping your ski chalet in Aspen for an oceanfront mansion on Miami Beach? If you’ve used your vacation home as an investment property, and collected rental income, you might be able to take advantage of a popular tax break that allows you to defer payment of any capital-gains taxes due on the sale or perhaps avoid them entirely. Known as a '1031 Exchange,' founding partner Steve Moskowitz recently discussed how this tax vehicle allows the deferral of capital-gains taxes or, even avoid them entirely.
- [Avoid‌ ‌March‌ ‌Tax‌ ‌Madness‌ ‌Through‌ ‌Retirement‌ ‌Planning‌ ‌With‌ ‌Steve‌ ‌Moskowitz,‌ ‌Tax‌ ‌Attorney](https://moskowitzllp.com/press/avoid-march-tax-madness-through-retirement-planning-with/): With tax season upon us, many are already descending into doom and gloom associated with the event. But what if there was a better way, one that could save you money, ease your tax burden, and begin building secure assets? According to Steve Moskowitz, San Francisco tax attorney and founder of Moskowitz LLP, there is a simple way that business owners can avoid March Tax Madness this year.
- [Real Estate Owners Win Big Under The New Tax Law](https://moskowitzllp.com/press/real-estate-owners-win-big-new-tax-law/): SAN FRANCISCO, California (May 16, 2018) - As a commercial real estate or short-term rental owner, your primary concern is managing, maintaining, and growing your investment. Did you know that the new tax law could reward you for doing so? Recent changes set in motion by the new Tax Cuts and Jobs Act means a brighter outlook for commercial real estate owners and investors. If you took (or are considering) any of the following actions this year, you may be able to benefit big:
- [The Tax Code Has Changed: Have You? Featured In The San Francisco Star](https://moskowitzllp.com/press/tax-code-changed-2/): Steve Moskowitz, Lead Tax Attorney and Founding Partner at Moskowitz LLP offers advice on how to take advantage of new tax laws in 2018. With new tax laws coming into effect on 1/1/18, Congress added a new Section 199A, allowing for the first time qualifying tax payers to deduct 20% of their qualified business income.
- [A Look at Different Areas of Life Affected by the New Tax Law](https://moskowitzllp.com/press/look-different-areas-life-affected-new-tax-law/): The Tax Cuts and Jobs Act signed into law in December 2017 will impact almost everyone. Aside from the tax rate, let's explore some of the other areas of life that it will affect just a few areas of most people's lives that are likely to be affected by the new law.
- [Tax Breaks: Which are Available for 2017 Returns?](https://moskowitzllp.com/press/tax-breaks-available-2017-returns/): Tax expert Steve Moskowitz is chatting with MAe about new tax laws that affect everyone's pocketbooks.
- [How to save money on your taxes this year with Steve Moskowitz](https://moskowitzllp.com/press/save-money-taxes-year-steve-moskowitz/): Tax season is upon us, and we could all use a little help navigating through the never-ending changes. Tax attorney Steve Moskowitz breaks it down with some helpful hints on how to use extensions to our advantage and what changes in the tax code we can expect this year.
- [The Tax Code Has Changed: Have You? Featured In Patch San Francisco](https://moskowitzllp.com/press/tax-code-changed/): Steve Moskowitz of Moskowitz LLP Offers His Top Tax Tips for Making the Most of the New Tax Law.
- [Make the New Tax Law Work for You](https://moskowitzllp.com/press/make-new-tax-law-work-2/): Moskowitz LLP provides insight into making the most of the new tax law and getting your business ahead in the coming year. As the 2017 tax season winds down, the talented team at Moskowitz LLP (www.moskowitzllp.com) in San Francisco are gearing up to give business owners a strong head start on next year's taxes by helping them to take full advantage of the major changes looming on the horizon.
- [Tax Reform Tips for Doctors and Lawyers](https://moskowitzllp.com/press/tax-reform-tips-doctors-lawyers-2/): "Taxes – both for individuals and businesses – have changed dramatically and unlike anything ever before in our tax law," said Steve Moskowitz, our Senior Partner, when addressing a local group of physicians recently.
- [Watch Out for ‘Ghost Tax Preparers’ This Tax Season](https://moskowitzllp.com/press/watch-ghost-tax-preparers-tax-season/): So-called 'ghost tax preparers' are poised to spirit away your tax return refund, unless you stop them first. Tax-filing specialists are warning Americans about so-called "ghost tax preparers" who set up shop during tax season, accept money for handling tax returns, and then disappear after April 15.
- [How To Make The New Tax Law Work For You](https://moskowitzllp.com/press/make-new-tax-law-work/): Tax attorney Steve Moskowitz of Moskowitz LLP provides insight into making the most of the new tax law and getting your business ahead in 2018. As the 2017 tax season winds down, Moskowitz LLP (www.moskowitzllp.com) in San Francisco is gearing up to give business owners a strong head start on next year’s taxes by helping them to take full advantage of the major changes looming on the horizon.
- [Tax Law’s Impact on Real Estate Industry](https://moskowitzllp.com/press/tax-laws-impact-on-real-estate-industry/): SAN FRANCISCO—The new tax law promises to have a significant impact on owners, investors and the real estate industry as a whole. In this exclusive, Steve Moskowitz, tax attorney with Moskowitz LLP, discusses the impact of tax reform on the real estate industry and the most notable changes to real estate taxation that take effect this year.
- [Moskowitz LLP in the Wall Street Journal](https://moskowitzllp.com/press/moskowitz-llp-in-the-wall-street-journal-2018/): Our founding partner, Steve Moskowitz, contributed to the Wall Street Journal article, “A Treasured Tax Break for the Smart Real-Estate Investor,” which outlines how you can defer capital-gains taxes after selling an investment property by taking advantage of 1031 exchanges. He advised real-estate investors to consider several important aspects, including the possibility of qualifying a vacation home for this exchange, and ensuring the exchange makes business sense.
- [7 Things You Should Do Before Year-End To Reduce Your 2018 Tax Bill](https://moskowitzllp.com/press/7-things-year-end-reduce-2018-tax-bill/): There’s still time for U.S. taxpayers to legally minimize their 2018 tax bill. Here are some strategies to implement before December 31st. At the end of every year, many individuals come to our tax firm seeking ways to legitimately minimize or defer their tax liability. Although tax planning should ideally be done regularly throughout the year, it’s not too late to implement some tax-savings strategies at year-end. The tax law firm, Moskowitz LLP provides a full range of in-depth, representation to taxpayers seeking to maximize their tax savings. Our dedicated and highly experienced team of tax attorneys and accountants are committed to helping you reduce your tax bill. “There is no reason for you to pay any more than you have to,” says attorney Moskowitz, “meeting with us before year-end could reduce your tax liability considerably.” Here are some suggestions for you to consider through the end of 2018: Give to charity Although the new tax law eliminated many itemized deductions, the charitable giving deduction is still alive and well. You have many options that could benefit others and save you tax dollars at the same time. Here are a few: If your annual donation is less than the new tax law’s increased standard deduction, consider “bunching” your annual donations, itemizing in 2018 and taking the standard deduction next year. You can also donate a piece of art or other collectible and deduct its current fair market value without having to pay tax on the appreciation, and/or use a charitable remainder trust (CRT) to convert a nonproductive asset into a lifetime income stream. If you are 70½ or older, you can also reduce your 2018 taxable income by designating a charity as a beneficiary of your retirement plan. Bunch other itemized deductions Bunching isn’t limited to charitable donations. To increase your tax deductions in 2018, you can also apply this strategy to other itemized deductions, including but not limited to medical and dental expenses. Prepay tax deductible expenses If you make estimated state and local tax payments, consider paying them in advance. Also look at your other expenses, including claims that may have been made against you, to see if it would be beneficial to pay this year rather than next. Keep in mind that in certain circumstances there are tax and other advantages to pre-paying contested taxes and suing for a refund afterwards. If you pay tax deductible expenses by credit card in December of 2018, you can take the deduction this year even if you pay off your card in January! Make retirement plan and health savings account contributions The new tax law did not change the rules regarding retirement plan contributions, so you can still lower your taxable income by making contributions to your 401(k) plan before the end of the year. In addition, taxpayers who contribute to a health savings account (HSA) can deduct $3,450 (individual) and $6,900 (family) in 2018. Add $1,000 to those amounts if you’re 55 or older! Defer some of your income to next year You can also reduce your 2018 tax bill by deferring some of your taxable income to next year. For example, you may wish to consider (1) talking to your employer about deferring your year-end bonus to January, (2) deferring any debt cancellation (partial or full forgiveness of a debt you owe), and (3) restricting your annual retirement payment to the required minimum distribution (RMD) amount. Reconsider your year-end marriage and divorce plans Keep in mind that for U.S. tax purposes, your marriage status on December 31st is your status for the entire year – in addition to avoiding the marriage tax penalty, there are tax benefits for unmarried people who share a mortgage. The alimony rules will also change in 2019 (no more deductions for alimony payments!), so think about planning your marriage or divorce accordingly. Meet with your tax professional now! A qualified tax professional can help you determine which of these last-minute tax savings vehicles applies to you, including making sure that you are properly timing your income, expenses, and capital gains and losses. *** The tax lawyers and other financial professionals at Moskowitz, LLP offer comprehensive assistance to businesses large and small, including year-end business tax planning services. Located in the heart of the financial district of San Francisco, Moskowitz LLP works with businesses of all sizes. To learn more about Moskowitz, LLP and how we can help you legally save taxes, visit our website at https://moskowitzllp.com/. Moskowitz LLP 180 Montgomery Street Suite 1950 San Francisco, CA 94104 Local: (415) 394-7200 Toll Free: (888) 829-3325 Fax: (415) 398-6501