Ana Cervantes, Author at Spidell

This week we’re talking about the state and local tax deduction limitation and a recent court case brought by several states, plus California’s College Access Tax Credit.

To listen to this podcast, go to: http://traffic.libsyn.com/spidellpublishing/SCM_10-6-19.mp3

Subscribers to Spidell's California Taxletter^® or the Online Research Package can access the transcript here: https://www.caltax.com/research/california-taxletter/podcast-transcripts/podcast-states-challenge-to-10-000-salt-limitation-rejected/

Podcast: Nonresident sole proprietor’s income sourced to California

Posted on September 27, 2019 by Ana Cervantes

This week we’re covering a tax appeal that affects nonresident sole proprietors who have California customers.

To listen to this podcast, go to: http://traffic.libsyn.com/spidellpublishing/SCM_9-29-19.mp3

Subscribers to Spidell's California Taxletter^® or the Online Research Package can access the transcript here: https://www.caltax.com/research/california-taxletter/podcast-transcripts/podcast-nonresident-sole-proprietor-s-income-sourced-to-california/

Podcast: How will tax pros be affected by AB 5?

Posted on September 20, 2019September 23, 2019 by Ana Cervantes

This week we’re covering AB 5 and the provisions that affect various types of tax professionals.

To listen to this podcast, go to: http://traffic.libsyn.com/spidellpublishing/SCM_9-22-19.mp3

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Podcast: IRS releases “quiet” §199A guidance

Posted on September 13, 2019September 13, 2019 by Ana Cervantes

This week we’re covering some §199A guidance that appeared in draft form instructions, but which the IRS hasn’t commented on previously.

To listen to this podcast, go to: http://traffic.libsyn.com/spidellpublishing/SCM_9-8-19.mp3

Podcast: The demise of the mailbox rule

Posted on September 6, 2019 by Ana Cervantes

This week we’re covering the mailbox rule and how to prove when a document was mailed, plus some mailing tips for California purposes if you’re using a private carrier like FedEx.

To listen to this podcast, go to: http://traffic.libsyn.com/spidellpublishing/SCM_9-8-19.mp3

Podcast: Responding to FTB requests for more information

Posted on August 30, 2019September 4, 2019 by Ana Cervantes

This week we’re covering some notices the FTB uses to collect extra information from taxpayers, and the best way to respond to those notices.

To listen to this podcast, go to: http://traffic.libsyn.com/spidellpublishing/SCM_9-1-19.mp3

Podcast: Which areas of nonconformity remain?

Posted on August 22, 2019September 4, 2019 by Ana Cervantes

This week we’re taking a look at the areas of nonconformity that have not yet been addressed by legislation.

To listen to this podcast, go to: http://traffic.libsyn.com/spidellpublishing/SCM_8-25-19.mp3

Podcast: §199A and K-1 reporting

Posted on August 16, 2019August 16, 2019 by Ana Cervantes

This week we’re covering what a K-1 can tell us regarding an entity being a qualified trade or business or an SSTB.

To listen to this podcast, go to: http://traffic.libsyn.com/spidellpublishing/SCM_8-18-19.mp3

Podcast: Taxability of nonresident pensions

Posted on August 8, 2019August 8, 2019 by Ana Cervantes

This week we’re covering the taxability of pension payments to former California residents, and the importance of keeping documentation related to these payments.

To listen to this podcast, go to: http://traffic.libsyn.com/spidellpublishing/SCM_8-11-19.mp3

Podcast: How to make small business accounting and partnership termination elections for 2018 returns

Posted on August 2, 2019 by Ana Cervantes

This week we’re covering the steps needed to make both of these elections until formal guidance is released.

To listen to this podcast, go to: http://traffic.libsyn.com/spidellpublishing/SCM_8-4-19.mp3

Subscribers to Spidell's California Taxletter^® or the Online Research Package can access the transcript here: https://www.caltax.com/research/california-taxletter/podcast-transcripts/podcast-how-to-make-small-business-accounting-and-partnership-termination-elections-for-2018-returns/

Podcast: Draft form 1040-SR released for 2019

Posted on July 25, 2019August 1, 2019 by Ana Cervantes

This week we’re covering some forms updates for tax year 2019.

To listen to this podcast, go to: http://traffic.libsyn.com/spidellpublishing/SCM_7-28-19.mp3

Podcast: California’s new individual health care mandate

Posted on July 19, 2019July 19, 2019 by Ana Cervantes

This week we have some information on California’s new health care mandate which goes into effect in January of 2020.

To listen to this podcast, go to: http://traffic.libsyn.com/spidellpublishing/SCM_7-21-19.mp3

Podcast: Filing zero due extensions – good idea or not?

Posted on July 12, 2019 by Ana Cervantes

This week we’re talking about the pros and cons of the practice of filing extensions with no tax due, and how it could possibly affect the state return among other things.

To listen to this podcast, go to: http://traffic.libsyn.com/spidellpublishing/SCM_7-14-19.mp3