Blogs
Updated Tax Filing & Payment Deadlines for San Diego County
In February 2024, the County of San Diego was designated a Federally declared disaster area as a result of the extreme rainfall and flooding that affected the County starting on January 21, 2024. As you may have read, the IRS and California Franchise Tax Board (FTB)...
New Reporting Requirement: Beneficial Ownership Information (BOI)
In 2021, Congress passed the Corporate Transparency Act. This law creates a new Beneficial Ownership Information (BOI) reporting requirement as part of the U.S. government’s efforts to make it harder for bad actors to hide or benefit from their ill-gotten gains...
Considine & Considine 2023 Income Tax Organizer
It’s been an interesting year with important tax changes that will impact you. Here are some of the changes and issues you need to know about, which are also reflected in the 2023 Tax Organizer mailed to our clients in January 2024. Tax return due dates: Individuals...
Jim Swartout Becomes Managing Partner
We are thrilled to announce that Jim Swartout, CPA, has stepped into the role of Managing Partner with Considine & Considine. Jim grew up in Washington state before moving first to the Bay Area and then to San Diego to attend San Diego State University....
Most Tax Filing & Payment Deadlines Postponed to October 2023
As many of you may have read in the media, the IRS and California Franchise Tax Board (FTB) have postponed most of this year’s tax filing and payment deadlines to October 16, 2023. In January 2023, 31 counties in California were designated as part of a federally...
What you Need to Know about Inheritance Taxes at the Federal and State Level
Inheritance tax? Estate tax? Death tax? Aren’t these all the same thing? The short answer is no. These terms are often used interchangeably, but have very different implications for the recipient of an inherited asset. An inheritance tax requires certain beneficiaries...
How to Prepare for Selling your Business
Selling your business requires two things: records and answers. Records detail where the business has been, where it’s going, and the present and future financial needs. Answers to vital questions will help you understand the right time to sell your business; and when...
How to Start a Retirement Plan
Considine and Considine is here to help you start a retirement plan and start saving today.
What the Employee Social Security Tax Deferral Is and Means
Our answers to your commonly asked questions regarding the Social Security tax deferral. We review what the tax holiday is and means for your business.