(714) 462-5290
  • Facebook
  • Instagram
  • Facebook
  • Instagram
  • Payroll Sign In
DMA Accountancy Corporation
  • HOME
  • SERVICES
    • Accounting
    • Attestation Services
    • Bookkeeping Services
    • Consultations
    • Tax Prep and Planning
    • Payroll
  • ABOUT US
    • Firm Profile
    • Our Leadership
  • INSIGHTS & RESOURCES
    • Newsletters
    • Secure File Upload
    • Retention Guides
    • Check Your Refund
  • CONTACT US
Select Page
What’s a safe harbor 401(k)? Insights for employers

What’s a safe harbor 401(k)? Insights for employers

by angieduran | Apr 28, 2025 | Uncategorized

When employers are ready to sponsor a qualified retirement plan, a 401(k) is often the first one that springs to mind. However, many small to midsize organizations may hesitate to leap headlong into a 401(k) because of its inherent administrative complexity. For...
Understanding the “step-up in basis” when inheriting assets

Understanding the “step-up in basis” when inheriting assets

by angieduran | Apr 23, 2025 | Uncategorized

If you inherit assets after a loved one passes away, they often arrive with a valuable — but frequently misunderstood — tax benefit called the step-up in basis. Below is an overview of how the rule works and what planning might need to be done. What “basis” means...
What tax documents can you safely shred? And which ones should you keep?

What tax documents can you safely shred? And which ones should you keep?

by angieduran | Apr 16, 2025 | Uncategorized

Once your 2024 tax return is in the hands of the IRS, you may be tempted to clear out file cabinets and delete digital folders. But before reaching for the shredder or delete button, remember that some paperwork still has two important purposes: Protecting you if the...

Recent Posts

  • The “wash sale” rule: Don’t let losses circle the drain
  • What’s a safe harbor 401(k)? Insights for employers
  • Understanding the “step-up in basis” when inheriting assets
  • What tax documents can you safely shred? And which ones should you keep?
  • Turning stock downturns into tax advantages

Recent Comments

    Archives

    • May 2025
    • April 2025
    • March 2025
    • February 2025
    • January 2025
    • December 2024
    • November 2024
    • October 2024
    • September 2024
    • August 2024
    • July 2024
    • June 2024
    • May 2024
    • April 2024
    • March 2024
    • February 2024
    • January 2024
    • December 2023
    • November 2023
    • October 2023
    • September 2023
    • August 2023
    • July 2023
    • June 2023
    • May 2023
    • April 2023
    • March 2023
    • February 2023
    • January 2023
    • December 2022
    • November 2022
    • October 2022
    • September 2022
    • August 2022
    • July 2022
    • June 2022
    • May 2022
    • April 2022
    • March 2022
    • February 2022
    • January 2022
    • December 2021
    • November 2021
    • October 2021
    • September 2021
    • August 2021
    • July 2021
    • June 2021
    • May 2021
    • April 2021
    • March 2021
    • February 2021
    • January 2021
    • December 2020
    • November 2020
    • October 2020
    • September 2020
    • August 2020
    • July 2020
    • June 2020
    • May 2020
    • April 2020
    • March 2020
    • February 2020
    • January 2020
    • December 2019
    • November 2019
    • October 2019
    • September 2019
    • August 2019
    • July 2019
    • June 2019
    • May 2019
    • April 2019
    • October 2018

    Categories

    • Uncategorized
    • Facebook
    • Instagram
    Designed by Creatovision Design Group