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Read MoreTax Preparation and Business Accounting Services for Marin, Sonoma, Napa, the San Francisco Bay Area
We've given our website a makeover, and re-arranged some of the menus.
Read MoreSteve Ghirardo will be explaining "1031 Swap & Drops" at the upcoming 2nd annual Commercial Real Estate Legal, Tax, Market & Finance Update and Networking event, Tuesday, March 24, 2015, at the San Rafael Corporate Center. This event is free, but registration is required due to limited seating. See below and/or contact us for more info.
We recently provided a creative solution to a client's complex problem, and we uncovered some unforeseen benefits along the way. The client's immediate concern was that his IRA would soon be subject to Required Minimum Distributions (RMD) that would force him into a higher tax bracket. He had also expressed interest in making some changes in his planned charitable giving, while still maximizing the amount of inheritance that he would eventually be able to pass on to his heirs.
We crafted a comprehensive strategy that combined carefully-planned Roth IRA conversions, creation of a Charitable Remainder Trust, and revision of an existing Living Trust to account for recent changes to estate tax laws. As a result, the client's tax liability has been reduced, his charitable giving and estate planning goals are being met, he has more flexibility in satisfying cash flow needs, he has a hedge against possible future increases in income tax rates, and he will transfer increased wealth to the next generation without sacrificing his current standard of living.
Would you like to know more? Our complete case study explaining this project in greater detail was recently published in the North Bay Business Journal's 2014 Legal & Accounting Resource Guide. Just email us to request it and we'll send you the case study PDF. Do you have questions about taxes, retirement, investments, gifts or estate planning? Contact us today to learn more about how we can help you!
Ghirardo CPA is a proud sponsor of the Novato Festival of Art, Wine and Music. Every June, tens of thousands of people from Novato and the San Francisco Bay Area gather for two days to enjoy this fantastic, free multi-generational event. Always a perfect blend of unique handcrafted art, regional vintage wines, award-winning micro brews, Americana and gourmet foods, and first-rate live music, the Festival is the good-time place to be!
We'll be hosting a booth at the festival, so be sure to stop by and see us!
Since the very first time this award was given, Ghirardo CPA has consistently been ranked among the very best places to work in the North Bay. The winners are selected each year by North Bay Business Journal editorial staff based on several criteria, including the results of an anonymous employee survey and a company application that provided information on issues such as diversity, family-friendly workplace, community involvement and employee benefits. We are proud to report that the Business Journal has again named us in this honored group, for the eighth consecutive year!
If you have used our Client Portal in the past, you know that this free service enables you to securely exchange files with us, without the hassles, risks and limitations of sending large files as email attachments. Our new and improved portal, with easier operation and tighter integration with the rest of our internal systems, will help us serve you even better. The old portal will remain available for a limited time, and we will make a final backup of the files stored there before we remove the old portal from service. If you haven't already received instructions for your new portal account, send us an email and we'll get you set up.
Please feel free to contact us if you have any questions.
We're pleased to report that for the seventh consecutive year, the North Bay Business Journal has listed Ghirardo CPA among the best places to work in the North Bay. Here is the NBBJ announcement. We are especially honored to be one of only seven companies that have received this award every year that it has been given.
Ghirardo CPA, a tax, accounting, and business services firm serving individuals and closely held businesses, is located in Northern California's beautiful Marin, Sonoma, and Napa Counties, with its main office in Novato. Founded in 1990, Ghirardo CPA is home to a talented group of finance and accounting professionals with various specialties, providing clients with a wide range of expertise.
Ghirardo CPA provides tax & wealth planning, auditing, accounting services and business & real estate consulting services to Individuals, Businesses, Partnerships, Estates, Trusts, Corporations in Marin County, Sonoma County, Napa County, San Francisco and the SF Bay Area. Many of our accounting clients are located in Novato, San Rafael, Mill Valley, Sausalito, Tiburon, Belvedere, Corte Madera, Greenbrae, Larkspur, Santa Rosa, Petaluma, Sebastopol, Kenwood, Sonoma, Healdsburg, Napa, St.Helena.
You Can Count on Us
At Ghirardo CPA, we work hard to earn and keep your trust, so you can make important financial decisions with confidence. We'll provide the personal attention and excellent service you deserve.
We look forward to hearing from you.
The Corporate Transparency Act (“CTA”) was enacted January 1, 2021, as part of the National Defense Authorization Act, representing the most significant reformation of the Bank Secrecy Act and related anti–money laundering rules since the U.S. Patriot Act. The CTA is intended to address and guard against money laundering, terrorism financing, and other forms of illegal financing by mandating certain entities (primarily small and medium size businesses) to report “beneficial owner” information to the Financial Crimes Enforcement Network (“FinCEN”).
Ghirardo CPA provides tax services, wealth planning services, business and real estate consulting services to Individuals, Businesses, Partnerships, Estates, Trusts, Corporations in Marin County, Sonoma County, Napa County, San Francisco and the SF Bay Area. Many of our accounting clients are located in Novato, San Rafael, Mill Valley, Sausalito, Tiburon, Belvedere, Corte Madera, Greenbrae, Larkspur, Santa Rosa, Petaluma, Sebastopol, Kenwood, Sonoma, Healdsburg, Napa, St.Helena.
Ghirardo CPA. All Rights Reserved. 7200 Redwood Blvd., Ste. 403, Novato, CA 94945