Tax & Accounting Insights for Irvine, CA. Expert Guidance from Bharmal CPAs
What Is Year-End Tax Planning?
A practical three-step year-end tax planning process for business profits, equity grants, investment income, and other uncertain tax liabilities.
Charitable Remainder Trusts: When They Work and What to Consider
Learn when a charitable remainder trust may work, how CRATs and CRUTs differ, and the tax, timing, asset, cash-flow, and administration issues to evaluate before funding one.
Section 105 Plans: How a Family Business May Deduct Health Coverage
A Section 105 plan may help a family business deduct health insurance premiums and other medical expenses through a bona fide spouse-employee. Learn how the strategy works, where it fits, and the rules that limit it.
Family Management Company Tax Planning: What Business Owners Need to Know
A family management company can centralize real services and family payroll, but dependent tax planning works only with reasonable wages, proper reporting, and a defensible employer structure.
Trump Accounts in 2026: What Parents Should Know
Trump Accounts are new for 2026. Learn who qualifies, how the $1,000 pilot contribution works, the $5,000 annual limit, employer contribution rules, and why California families need extra tax review.
Charitable Contributions for Advanced Tax Planning Strategies
Advanced charitable contribution planning for donor-advised funds, private foundations, appreciated asset donations, bunching, QCDs, and documentation rules.