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Do You Need to Worry About the Kiddie Tax? – Mendes Weed, LLP Assists Families and Businesses with Their Estate Planning, Tax, and Business Needs

money box piggy on white background.
  Mendes Weed, LLP has combined resources and knowledge to assist you and your family throughout any phase of your life.  We assist clients with estate planning, tax, family law, business law, trust administration, probate, and elder law. Because we assist families and small businesses in so many important areas of law, we understand which changes in the laws, including tax law, will affect our clients. Did you know that minor children are subject to…
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Top 3 Ways to Hack the Tax Cuts and Jobs Act

open calendar on table
  Update your W-4   Taxpayers can no longer claim a personal exemption.  Make sure you have proper wage withholding.  If you enjoy getting a refund when you file taxes, and you don’t want to owe, you will likely need to update your W-4   Get your medical procedure you’ve been putting off done in 2018   The AGI floor for itemizing medical deductions is now 7.5% instead of the previous 10%.  In other words…
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Can Your Child Support Payments Go Up?

Kid going to school
  So what does the law say on child support obligations in California?  The child’s best interest is the State’s number one priority.  Under Family Code 4053, the legislature laid out the position on child support, and the related analysis and bases. The code establishes that a parent’s primary obligation is to support their child(ren).  The obligation is a mutual one, applying to both parents, which establishes that support payments be based upon the parent’s…
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Office of Tax Appeals Hearing – 1031 Exchange

People working numbers at their computers
  On April 27, 2018, the partners from Mendes Weed, LLP represented a taxpayer before the Office of Tax Appeals (OTA). As of the date of this blog posting, Mendes Weed, LLP is one of only a handful of firms to have gone before the OTA because the OTA has only been hearing cases since January of 2018. Last week, we discussed some of the procedural issues that came up during the hearing.  This week,…
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My Experience before the Office of Tax Appeals

state tax litigation
If you dispute an income tax matter with the Franchise Tax Board (FTB), and timely file a protest, you may find yourself before the Office of Tax Appeals (OTA). Prior to 2018, your appeal would have been heard by the Board of Equalization (BOE).  Now, as of January 1, 2018, these appeals are heard by the OTA. The OTA is an “independent body created by the Taxpayer Transparency and Fairness Act of 2017. Its mission…
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