• Skip to main content
  • Skip to the end
  • People
  • Services
    • Tax
    • Assurance & Accounting
    • Estates & Trusts
    • Business Advisory
      • Start-up Advising
      • Corporate Governance
      • Internal Control
      • Growth Management
      • Succession Planning
    • Valuation
      • Valuation Services
      • ESOPs
      • Start-up Funding
      • Stock Options
      • Valuation Process
    • Litigation Services
    • Benefit Plans
  • Expertise
    • Construction
    • Family Wealth & Individual Tax Planning
    • International
    • Technology
    • Nonprofit
    • Emerging Businesses
    • Manufacturing & Distribution
    • Recreation & Entertainment
    • Renewable Energy
    • Real Estate
  • Resources
    • 2021 Year-End Tax Planning Guide
    • Estate Planning Podcast
    • Estate Planning Year-End Check Up
    • Insight on Estate Planning Blog
    • Founder’s Pit Crew
    • International Tax Articles
    • Nonprofit Insights Blog
    • Tech Company Life Cycle Chart
    • Tech Blog
  • News & Events
    • COVID-19 and Tax Updates
    • COVID-19 Articles
    • Newsletters
    • ASL Talks
    • Press Releases
    • Media
  • Careers
  • About
    • About Us
    • Our Mission
    • Our Community
    • Associations
  • Contact
  • File Sharing
  • Pay Online
  • About
    • About Us
    • Our Mission
    • Our Community
    • Associations
  • Contact
  • File Sharing
  • Pay Online
ASL
  • People
  • Services
    • Tax
    • Assurance & Accounting
    • Estates & Trusts
    • Business Advisory
      • Start-up Advising
      • Corporate Governance
      • Internal Control
      • Growth Management
      • Succession Planning
    • Valuation
      • Valuation Services
      • ESOPs
      • Start-up Funding
      • Stock Options
      • Valuation Process
    • Litigation Services
    • Benefit Plans
  • Expertise
    • Construction
    • Family Wealth & Individual Tax Planning
    • International
    • Technology
    • Nonprofit
    • Emerging Businesses
    • Manufacturing & Distribution
    • Recreation & Entertainment
    • Renewable Energy
    • Real Estate
  • Resources
    • 2021 Year-End Tax Planning Guide
    • Estate Planning Podcast
    • Estate Planning Year-End Check Up
    • Insight on Estate Planning Blog
    • Founder’s Pit Crew
    • International Tax Articles
    • Nonprofit Insights Blog
    • Tech Company Life Cycle Chart
    • Tech Blog
  • News & Events
    • COVID-19 and Tax Updates
    • COVID-19 Articles
    • Newsletters
    • ASL Talks
    • Press Releases
    • Media
  • Careers
Search | Menu
January 4, 2022

Abbott, Stringham & Lynch Announces Partner Promotions for 2022

Campbell, CA (January 4, 2022) – Abbott, Stringham & Lynch (ASL), one of the largest local CPA firms in Silicon Valley, is proud to announce that Angel Nevis, CPA, has been promoted to Principal, Tax and Advisory; Jacen Dickman, CPA, has been promoted to Principal, Tax and Advisory; Jeff Faust, CVA, has been promoted to Principal, Valuation Services; and Mike Morales, CPA, has been promoted to Principal, Tax and Advisory, all effective January 1, 2022.

In making the announcement, Abbott, Stringham & Lynch’s Managing Partner, Carol Wagner, said “ASL is excited to add these professionals to our partner group.  Their leadership and client service exemplify the core values of ASL.” (more…)

Share Article
Print
Categories: Press Release
Tags: Angel Nevis, Jacen Dickman, Jeff Faust, Mike Morales, Partner Promotions,
August 17, 2020

2020 Required Minimum Distributions (RMDs) - Waived Under the CARES Act

By Angel Nevis, CPA, Senior Tax Manager; Anu Joshi, CPA, Senior Tax Manager; Chris Madrid, CPA, Tax Director, ASL Family Wealth & Individual Tax Planning Group

ACTION REQUIRED BY AUGUST 31, 2020

If you have taken required minimum distributions from a retirement account in 2020 or are planning to, don’t miss this relief provision and potential tax-saving opportunity.

For the 2020 tax year only, RMDs from retirement accounts are not required. This includes distributions from traditional IRAs, SEP IRAs, SIMPLE IRAs, 401(k) plans, 403(b) plans, 457(b) plans, and profit-sharing plans. The waiver was recently expanded to include distributions from inherited IRAs, and also applies to certain taxpayers who reached RMD age in 2019. (more…)

Share Article
Print
Categories: COVID-19
Tags: Angel Nevis, anu joshi, Christine Collins Madrid, COVID-19, Required minimum distributions,
May 28, 2019

Who Will Inherit Your IRA?

In this podcast, Angel Nevis and Anu Joshi from our Family Wealth and Individual Tax Planning Group discuss the various options and factors to consider when selecting who will inherit your IRA. You may choose one, or some combination of, the following:

  • Your Spouse
  • Your Children, Grandchildren or Other Individuals
  • Your Trust
  • Your Estate
  • Your Favorite Charity
  • No one
https://www.aslcpa.com/wp-content/uploads/2019/05/Anu-Angel-Podcast_Audacity-5.28.19.mp3

Read the Who Will Inherit Your IRA? article.

Share Article
Print
Categories: Family Wealth & Individual Tax Planning, Spring 2019
Tags: Angel Nevis, estate planning, Individual Retirement Accounts, Required minimum distributions,
May 20, 2019

Who Will Inherit Your IRA?

By Angel Nevis, CPA, Senior Tax Manager

Individual Retirement Accounts (IRAs) allow investments to grow tax-free over time and can be an effective way to pass wealth to future generations. Distributions from an IRA are subject to income tax in the year of withdrawal.  Required minimum distributions (RMDs), which are calculated based on the value of your IRA and your life expectancy, must be taken when you reach age 70 ½. (more…)

Share Article
Print
Categories: Family Wealth & Individual Tax Planning, Spring 2019
Tags: Angel Nevis, estate planning, Individual Retirement Accounts, IRA,

Categories

    Archives

      subscribe:
      asl advisor

      Subscribe today to receive the ASL Advisor!

      Sign Me Up!
      Contact Us Join Our List Follow
      Privacy Policy | Site Map | Design by HDSF
      © 2022 Abbott, Stringham & Lynch - Silicon Valley CPA Firm - 1901 South Bascom Avenue, Suite 105, Campbell, CA 95008
      Phone: 408-377-8700 - Fax: 408-377-0821 - info@aslcpa.com

      Accounting | Tax | Audit | Consulting – Abbott Stringham & Lynch is a top 30 CPA firm serving San Jose, the heart of Silicon Valley and the greater Bay Area. Our experienced team offers audit, accounting, tax, valuation, and consulting services to companies and individuals. With expertise in the areas of real estate, construction, technology, nonprofit, emerging business, international, family wealth & individual, recreation and entertainment, and renewable energy. San Jose CPA – Silicon Valley CPA. Regretfully, we are unable to refund payments made through our online processing system.