Episode 32: Year End Tax Planning

By Ron Cohen, CPA, MST
The IRS is Getting a Funding Increase, Episode 21 with Ron Cohen

Ron Cohen talks about year end tax planning. Transcript: Today we discuss: -A review of year end tax planning issues and strategies About Ron Cohen’s Show: Hello and welcome. This is Ron Cohen. I’m a tax partner with the firm of Greenstein, Rogoff, Olsen & Co., LLP and we’re located in beautiful downtown Fremont, California.…

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Charitable Donations May Avoid Capital Gains Tax

By GROCO |
Charitable Donations May Avoid Capital Gains Tax

Charitable Donations May Avoid Capital Gains Tax Charitable donations may avoid capital gains tax if structured properly. Many family offices choose to be engaged in philanthropy at some level. Unfortunately, selling stocks and other securities in order to make a charitable donation often results in the need to pay capital gains tax. One way to…

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Planning With Cryptocurrency–Partnership, Corporations, and Tax Free Treatment

By Steven Singer
Planning With Cryptocurrency--Partnership, Corporations, and Tax Free Treatment

Planning With Cryptocurrency–Partnership, Corporations, and Tax Free Treatment Planning with Cryptocurrency.  In my previous articles, I covered how cryptocurrency is taxed, hard and soft forks, and minimizing the tax effects of cryptocurrency transactions. This article addresses how you can diversify risk by contributing your cryptocurrency to a partnership or corporation in exchange for an interest…

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Avoid Tax Season Scams!

By GROCO
Tax Scams

Avoid Tax Season Scams Updated 03 29 21.  It’s that time of year again, when thousands of people are conned out of money by “tax season” scammers. Most of us like to think we are too savvy to be scammed, but these scam artists sound very convincing, and if you don’t know what to look…

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What is GROCO?

By GROCO
What is GROCO

We are often asked; “What is GROCO and what does GROCO do for its clients?”.  This article will attempt to briefly answer those two questions. GROCO’s Start GROCO, also known as GROCO.com or Greenstein, Rogoff, Olsen & Co., LLP, is a family office tax and advisory firm founded in 1964 by Morey Greenstein, CPA.  Since…

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