News

TAX HIGHLIGHTS FOR 2018 AND 2019

As you are aware, Congress passed and the President signed a bill which makes major changes to the income tax laws. Most of the changes were effective beginning with 2018. The most significant changes are presented and are bolded. Affordable Care Act Beginning January...

Tax Tips for Seniors Presentation

On January 9, 2019, Eliot Ullman presented “Tax Tips for Seniors” to a group in Beverly Hills who work with senior citizens.  The participants learned about various tax topics including pension and IRA beneficiary rules, property tax transfers and reassessments, and...

Government Shutdown Affects Internal Revenue Service

The recent partial government shutdown has made a major contribution to the issues that the Internal Revenue Service is experiencing. A recent article in the Los Angeles Times says that the National Taxpayer Advocate, a government watchdog group, believes that it will...

The End of 2018 is Coming

The new Federal income tax law passed at the end of 2017 takes full effect in 2018.  This month is the time to determine the actions that can still be taken for 2018 and to plan for 2019.  Some of the major changes that will affect your income taxes are: Increased...

Eliot Ullman Teaches Intermediate/Advanced Excel

Eliot Ullman instructed an Intermediate/Advanced Excel computer seminar on November 10, 2018.  The seminar was sponsored by the San Gabriel Valley Chapter of the Institute of Management Accountants.  Students learned many functions and tricks to improve their Excel...