California CPA Magazine

March/April 2015

Beyond the Balance Sheet: Disclosure expectations have evolved to meet today's needs of investors, analysts and other stakeholders. Read what's happening with non-financial, material disclosures and the quest for sustainability. 

No Good Deed: Employers often want to leave cash or assets from their estate to one or more of their employees. Learn why determining the tax treatment of these gifts and bequests is complicated.

Back to the Future Tax: Estate taxes have been a hot topic the last several years, but less attention has been given to the similar generation-skipping transfer tax. Here are some basics to keep in mind.

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