2021/2022 Tax Law…Where do we stand?

January 27, 2022

We were thrilled to host our first webinar event of 2022 with tax pros Stephen Devereaux and Francis Custodio from Devereaux, Kuhner & Co., LLP where we talked about important updates regarding the Federal and California tax.  With Congress still considering many aspects of the Build Back Better before final approval, the presentation covered new tax laws recently passed, reviewed the proposed changes within the BBB, and provided some tax planning tips to consider for 2022.

And while taxes may not be everybody’s favorite subject, most would agree that – especially when it comes to managing your financial affairs in a tax efficient way – knowledge is power.

Stephen Devereaux is a Partner at Devereaux, Kuhner & Co. LLP.

Steve entered the profession of public accounting after graduating from California Polytechnic University, San Luis Obispo in 2008.  He became a licensed Certified Public Accountant in 2012.  Steve provides tax planning and consulting services for individuals, closely held businesses, and trusts, with a client base that spans a wide range of industries and practices.

Francis Custodio is a Partner at Devereaux, Kuhner & Co. LLP.

Francis started a career in public accounting after graduating from the University of San Francisco. He is a licensed Certified Public Accountant with a Master of Science in Taxation from Golden Gate University. Francis works with individuals, trusts, closely-held business including LLC’s, partnerships, corporations, and non-profit entities. He specializes in tax strategies, stock option planning, and representing clients before the IRS and Franchise Tax Board.

Share
Facebook
Twitter
LinkedIn
Email

What can we help you find?

Griffin Black Portal

  • Investment Reporting
  • Meeting Notes
  • Account Statements
  • Single Signon to eMoney
  • Billing Statements
  • Document Sharing
  • Tax Statements (1099s, etc)

emX / eMoney

  • Financial Planning Tool
  • Account Aggregator
  • Budgeting & Spending


NetXInvestor®

  • e-Delivery – Going Paperless
  • Tax Documents (1099, 1099R, etc.)
  • Account Statements
  • Pershing Communications