August is the last month of summer, and it’s a month of preparation: preparation for a new school year, a new Fall season, and – fortunately or unfortunately – a season to prepare for accounting, taxes and all the other financial issues for small businesses and high income individuals. Many new changes are coming with the advent of ‘Obamacare,’ our August newsletter is packed full of information.

Safe Harbor - August San Francisco Tax Bulletin, 2013You can download a copy of our August Tax Newsletter, here.

Highlights of our San Francisco August Tax Newsletter:

  • Make Student Loans Less Taxing – with the 2013-2014 academic year beginning, parents of college students must confront the costs of higher education. This article explains tips and tricks to make college affordable, and where available, take advantage of tax saving opportunities with respect to education.
  • Cashing in on Foreign Stocks – we have many high income San Francisco residents who have foreign income and assets. This informative article explains tips and tricks to maneuver the maze of US and foreign laws regarding stocks and taxes.
  • Employers May Owe Health Insurance Penalties – as the nation prepares for ‘Obamacare’ and the October roll-out of the individual mandate, we are getting many inquiries from San Francisco residents and San Francisco businesses about tax planning vis-a-vis health care in this new environment. This informative article helps explain the healthcare and tax changes.

As always whether you are an existing client or a prospective client, reach out to us by phone at 415.742.4249 or email with your tax, accounting and other small business or high income individual tax planning questions. Our motto is ‘We work harder for you,’ and in that, we will do our utmost to make this Fall a happy time, and a “less taxing time” (pardon our pun).