Articles Posted in Roseville tax lawyer

The “Bay Area to Placer” Move: Managing Capital Gains Tax on Your Home Sale
Kugelman Law

The migration is undeniable. Families are selling modest homes in San Jose or Fremont for $2 million and moving to Granite Bay or Rocklin to buy estates for half the price. It’s a brilliant lifestyle move, but it is often a tax compliance disaster. The problem lies in the appreciation. If you bought a home…

Continue reading ›
The “Wealth Squad” is Watching: Audit Defense for Placer County’s High Net Worth Earners
Kugelman Law

Placer County – specifically the corridor of Roseville, Rocklin, and Granite Bay – has transformed into one of California’s premier destinations for wealth. Successful business owners, medical professionals, and tech executives have moved here for the quality of life. But as your wealth grows, so does the target on your back. The IRS has received…

Continue reading ›
Reasonable Compensation Audits: The Hidden Risk for Roseville S-Corp Owners
Kugelman Law

The S-Corporation is the entity of choice for many small businesses in Roseville, from medical practices on Douglas Blvd to tech consultants in Rocklin. The primary tax advantage is obvious: you don’t pay self-employment tax (Social Security and Medicare) on the profits (distributions) of the business, only on your wages. Naturally, this creates an incentive…

Continue reading ›

Client Reviews

Alex, Grace and Jon are the best crypto tax team you could hope for! They can tackle hugely complex, nightmarish tax cases with relative ease. They’re incredibly talented professionals who really know what they’re doing. I only wish I knew about Kugelman Law sooner!

Dave

Alex was more than helpful in helping me figure out some complicated cryptocurrency-related tax issues. Had detailed knowledge of where the IRS currently stands on crypto-related issues.

Alexander Dishes

Kugelman Law is outstanding! I highly recommend their services! The team members all work together in a professional, knowledgeable, caring, kind, and compassionate manner. Alex is an amazing attorney who approaches challenging tasks with patience, optimism and efficiency, and we are so grateful for...

Betsy Lance

Visit Us

Marin County Office
1005 A Street
Suite 207

San Rafael, CA 94901

San Francisco Office *by appointment only
2 Embarcadero Center
8th FL

San Francisco, CA 94111

Irvine Office *by appointment only
300 Spectrum Center Dr
#400

Irvine, CA 92618

Contact Us Now

Fill out the contact form or call us at (415) 968-1780 to schedule your consultation.

Leave Us a Message