DBTA Approach
Understanding the ever-changing tax landscape for Private Clients is proving more important now than ever. With the tax laws becoming more complex and legislation always seemingly in flux, no client situation is the same. We pride ourselves on being able to navigate our clients’ facts to deliver the best tailored services, which include tax compliance, tax controversy, tax planning and structuring, and estate and gift planning.
With our team of tax professionals, DBTA, LLC is well-suited to handle your tax needs, no matter how sophisticated they may be.
Taxes permeate virtually every planning element for the Private Client. To better serve you, DBTA offers a full tax and compliance practice to ensure theory properly meets up with your reporting reality.
Our Team
Comprised of certified public accountants, masters in taxation, masters in business administration, and professionals with financial backgrounds, our unique multi-disciplinary approach is essential to the comprehensive representation of the Private Client.
Here To Serve You
We pride ourselves on providing quick, responsive, and thoughtful tax compliance and advisory to meet your needs. Teams are built around a client to ensure adequate coverage and timely provision of services.
Alert: Qualified Opportunity Zone Funds
Summary As part of the Tax Cuts and Jobs Act of 2017 (TCJA), a new community and economic development program was enacted under Section 1400Z-1 & 1400Z-2 that garnered little attention at the time of passage, but which now appears to be causing high net worth investors and the investment...
IRS TO ALLOW MOST TAXPAYERS TO DEFER PAYING 2019 TAXES ON APRIL 15, 2020 DUE TO COVID-19
Treasury Secretary Steven Mnuchin, speaking at a coronavirus news conference today, announced that individuals who owe taxes to the IRS can defer up to $1 million, and corporations can defer up to $10 million in payments, for a period of 90 days from the...
DB Alert: 2019 Payment and Filing Deadlines
As we previously alerted our clients and friends, the Internal Revenue Service has postponed the tax payment deadlines for calendar year taxpayers until July 15, 2020 provided that the amounts owed did not exceed certain levels (prior alert); however, the tax filing deadline itself was not...
Paycheck Protection Program Flexibility Act: Forgiveness Relief
Last week Congress passed H.R. 7010, the Paycheck Protection Program Flexibility Act of 2020 (PFA), significantly amending certain provisions in the Paycheck Protection Program (PPP) relating to a borrower’s loan forgiveness relief requirements. The President subsequently signed the PFA...
Significant Estate, Gift, and Income Tax Changes Proposed Under The “Build Back Better Act”
On September 13, 2021, the House Ways and Means Committee released a proposed tax bill (House proposal) as part of the Biden administration’s “Build Back Better Act.” The segments of the proposed bill discussed below highlight important changes to the way trusts, estates, and individuals could be...
For the 99.5% Act
In late March, the “For the 99.5% Act” (the “Act”) was introduced to Congress. The Act contains several additions, removals, and amendments to the Internal Revenue Code that would significantly alter estate and business planning practices. The changes, if enacted, that would be most relevant to...