News & Events

Posted By  |  July 14, 2015

If you usually receive a large federal income tax refund, you’re essentially making an interest-free loan to the IRS. Rather than wait until you file your 2015 tax return in 2016, why not begin enjoying your “refund” now by reducing your withholdings or estimated tax payments for the remainder of 2015? It’s particularly important to […]

Posted By  |  May 20, 2015

The implementation of the new rules regarding California Sick Leave, which, as of July 1, 2015, will apply to all employees, whether part-time or full-time. Essentially, there are two (2) different methodologies: (i) the “accrual method”; and (ii) the “allotment method”. The accrual method basically allows each employee to earn one (1) hour of sick […]

Posted By  |  November 12, 2014

IRA One-Rollover-Per-Year Rule Beginning January 1, 2015, you can make only one rollover from an IRA to another (or the same) IRA in any 12-month period, regardless of the number of IRAs you own (Announcement 2014-15). You can, however, continue to make as many trustee-to-trustee transfers between IRAs as you want. You can also make […]

Posted By  |  November 4, 2014

Mid-size employers may be eligible for recently announced transition relief from the Patient Protection and Affordable Care Act’s employer shared responsibility requirements. Final regulations issued by the IRS in late January include transition relief for mid-size employers for 2015. Mid-size employers for this relief are defined generally as businesses employing at least 50 but fewer […]

Posted By  |  October 14, 2014

Capata & Co. is reaching out to organizations and individuals through its newly developed Website. “Our new Website is based on the latest development standards to insure all visitors have a positive experience, regardless of what kind of device they use to access the site,” said Gary Capata. “Next to personal communication we want our […]