In Honor of National Philanthropic Day (November 15th 2014)…
Have you considered charitable giving as a tax planning strategy for 2014? It's that time of year again! As we enter into the holiday season (which based on the local Target store is now officially [...]
Tax Relief for California Earthquake Victims
NAPA, Calif. — Victims of the earthquake that occurred Aug. 24, 2014 in parts of California may qualify for tax relief from the Internal Revenue Service. Following recent disaster declarations for individual assistance issued by [...]
IRS Automatically Extends Filing for Certain Estates Electing Portability
In estate planning, the concept of "portability" of a deceased spouse's unused exclusion (DSUE) amount is relatively new. For decedents dying after December 31, 2010, if a first-to-die spouse has not fully used the estate [...]
Casualty Loss Deductions for Natural Disasters
As a California resident, most of us probably know someone who has suffered some kind of property loss courtesy of an earthquake. The recent Napa earthquake that shook the North Bay is a good reminder [...]
Linkenheimer 35th Annual Golf Tournament 2014
We'd like to thank everyone who spent the day with us on the course again this year. It's the people that make this event a success. At Linkenheimer, we've always said People are [...]
You Can Unwind Roth IRA Conversion Before October 15, 2014
The market has generally been up since 2013, but if the value of your IRA has declined since your 2013 conversion date, or if your cash situation has changed significantly since you decided to convert, [...]
College Tax Credit Reminder
The IRS recently reminded taxpayers that back-to-school time is a good time to see if they qualify for education-related tax credits. The American Opportunity Credit (AOC) and Lifetime Learning Credit (LLC) are available to taxpayers [...]
Linkenheimer Voted Best Place to Work in North Bay for 2014
Best Places to Work 2014: Linkenheimer LLP CPAs & Advisors Four-time winner By James Dunn, Business Journal Staff Reporter SANTA ROSA – “We’re going fly fishing,” said Michael Musson, partner at Linkenheimer LLP CPAs & Advisors [...]
Firm Fly Fishing 2014 at Clearwater Lodge
One of the firms favorite team building trips has always been our fly fishing excursions up to the Pit River and the Clearwater Lodge. This is our 2nd year coming to Clearwater Lodge on [...]
Linkenheimer Team Goes “Down the River” in Nicaragua
It wasn't just beaches and mai tai's for the Linkenheimer team and their families as they spent over a week in beautiful Nicaragua. Continuing a tradition of service in the region, John Jones [...]