Recent Tax Headlines
May 2010Health Care Reform and 1099 Follow Up
April 2010
Health Care Reform's New Tax Laws
February 2010
Federal Estate Tax Changes
Past Events
- October 29, 2009
Building Flexibility for Changing Circumstances – Ronald Friedman will speak and Richard Muscio will serve as moderator at a Continuing Education Seminar for Professionals in the Estate Planning Business at the Monterey Museum of Art in Monterey, CA. See flyer for more info.
- November 26, 2009
O’Side Turkey Trot – Friedman Brannen LLP (along with our very own turkey—Richard Muscio) once again serves as a sponsor for the Oceanside Turkey Trot, a 5/K Run/Walk benefiting Oceanside Schools and the Virginia Ann Scheunemann Memorial Fund. See flyer for more info.
- October 23, 2008
California Society of CPA's "Paperless Day" – Richard Muscio will speak on the topic: "My 5 Best Uses of Outsourcing (That I am Willing to Talk About)" at the Handlery Hotel in Mission Valley.
- October 29, 2008
Investment Strategies for Uncertain Times – Ronald Friedman and Richard Muscio will co-host, along with Chris Meacham of Cornerstone Wealth Management, a private luncheon seminar touching on the timely topic of today’s investing and estate planning at the Marriott San Diego Del Mar.
- September 26, 2008
PFAC (Professional Fiduciary Association of California) Conference – Richard Muscio will speak on the topic: "The Use of Outsourcing for Trust Accounting and 1041 Preparation" at the Kona Kai Resort in San Diego.
- June 27, 2008
Lorman Education Seminar.
Past Tax Headlines
Recent Publications
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"Ten Tips To Help You Reduce The Risk Of Becoming The Next Victim of Financial Elder Abuse"
Courtesy of Paul Green, Deputy District Attorney, San Diego District Attorney’s Office, Elder Abuse Protection
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"“FREE” Insurance: Some Things I'd Tell My Mother"
By Stephan R. Leimberg
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"Reviewing and Analyzing Your Client's Estate Documents, A CPA's Perspective”
Written by Ronald A. Friedman, August 22, 2008
