Natalie C. Papagni
2025 Tax Brackets & Other Notable Tax Changes Have Arrived
For those engaged in 2024 year-end tax planning and the tax savvy who have already taken on strategic tax planning for the 2025 tax year,...
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Cobalt PacWest
La Jolla CPAs & Tax Advisors
You Define Your Success - We'll Help You Achieve It
The Power of Choice.
Goals-based
Strategic Tax Planning
Tax Preparation
Comprehensive Financial Planning
Financial Consulting & Accounting Services
Serving Individuals and Businesses
- Serving San Diego County -
8910 University Center Lane
La Jolla, CA 92122
858.754.8277
Natalie C. Papagni
Oct 4
Retirement and Estate Planning Challenges for Unmarried Couples - What You can Do Now
Outside legal marriage, there are significant retirement and estate planning challenges for couples to consider. Unlike married couples,...
Natalie C. Papagni
Sep 27
Minimizing taxes on income from your investment portfolios ahead of the Sunset of the TCJA
While the long-term return outlook appears positive, there is volatility ahead. There are tax changes on the horizon as well with many...
Natalie C. Papagni
Sep 20
The Big Event Finally Happened - The Fed finally cutting interest rates (after 420 days without a move, but who’s counting?).
The Federal Reserve (Fed) finally cutting interest rates (after 420 days without a move, but who’s counting?). On Wednesday, September...
Natalie C. Papagni
Aug 28
5 Reasons to Begin Planning for Your Business Exit Early
For business owners, deciding how and when to sell your company can be challenging to navigate. In fact, it is arguably the most...
Natalie C. Papagni
Aug 14
New Regulations on Reporting by Brokers on Dispositions of Digital Assets effective January 1, 2025
FS-2024-23, June 2024 Treasury and IRS issued final regulations on reporting by brokers on dispositions of digital assets for customers...
Natalie C. Papagni
Jul 28
What is the Qualified Small Business Stock Gain Exclusion?
One of the most substantial tax breaks for noncorporate taxpayers today is the federal income tax exclusion available upon the sale of...
Natalie C. Papagni
Jul 18
Financial and Legal Implications of Adding a New Partner
There are several financial and legal implications when adding a new partner to a partnership. Here’s an example to illustrate: You and...
Natalie C. Papagni
Jul 12
Buying the Assets of a Business - Tax Implications
After experiencing a downturn in 2023, merger and acquisition activity in several sectors is rebounding in 2024. If you’re buying a...
Natalie C. Papagni
Jul 9
Three Ways to Avoid Passive Loss Limitations on Rental Real Estate
Rental properties are generally considered passive activities, regardless of whether the taxpayer materially participates, ensuring...
Natalie C. Papagni
Jun 22
How Physicians are Supercharging Retirement Savings to up to $420,000 per Year
How Physicians are Supercharging Retirement Savings
Natalie C. Papagni
Jun 15
Self-rental Rules: Risks and Opportunities
Risks and opportunities for income from self-rentals
Natalie C. Papagni
Jun 7
Tax Implications of Selling Your Medical Practice
Selling your medical practice is a significant milestone in your career, one that comes with a multitude of financial and legal...
Natalie C. Papagni
May 8
Should you Convert your C Corporation to an S Corporation?
Choosing the right business entity has many implications, including the amount of your tax bill. The most common business structures are...
Natalie C. Papagni
May 7
LLC Member Basis and Amount At-Risk
Generally, an LLC member’s amount at risk is the sum of: Cash contributed to the LLC The cumulative adjusted basis of other property...
Natalie C. Papagni
May 1
2024 Tax Facts, Figures, and Contribution and Income Limits
We Can Help If you have questions, and interested in learning more, give us a call. We'll understand your situation and interests, and...
Natalie C. Papagni
Apr 10
Sect 199A 20% QBI Deduction Sunsets End of 2025 - 2024 - What to Do Now
The qualified business income (QBI) deduction is available to eligible individuals through 2025. After that, it’s scheduled to disappear,...
Natalie C. Papagni
Mar 31
Expatriation Tax - What to Know Now
Each year, several thousand individuals renounce their U.S. citizenship or give up their green cards, which can trigger a substantial...
Natalie C. Papagni
Mar 21
Foreign Accounts, Foreign Assets & Foreign Gifts: FBAR & FACTA Reporting Requirements
Many of these taxpayers, however, may not realize that they are required to report certain information about their foreign assets and...
Natalie C. Papagni
Mar 14
2024: FinCEN Beneficial Ownership Information Report Filing Requirements
The CTA imposes a new federal filing requirement for the vast majority of closely-held c and s corporations and limited liability companies.
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