Bringing over 40 years of experience working with businesses and their owners in the manufacturing, real estate and service sectors, Founding Partner of Rose, Snyder & Jacobs LLP, Tony Rose, dives into the world beyond numbers.
As the founding partner of the firm prominent tax and accounting firm, Tony spends his days providing management consulting advice to closely-held corporations, family owned businesses, partnerships, and the high net worth individuals that own them. Many believe his daily conversations surround the black and white figures on a client’s spreadsheet. However, that’s far from the truth.
Tune into each episode where Tony shares life lessons and learnings from thought leaders and change makers across the nation. Each conversation, each episode, is meant to provide you with knowledge that can be applied to your own life or business practices.
Learn more by visiting: https://gobeyondnumbers.com/
In this timely episode, Tony Rose, Managing Director of Rose, Snyder & Jacobs, LLP, and Jessica Leitao, Tax Manager at Rose, Snyder & Jacobs, LLP, dive into a critical topic affecting many in Los Angeles: the devastating wildfires and the financial relief available to those impacted.
Tony and Jessica explore the filing extensions and tax relief efforts offered by the State of California, providing actionable insights for business owners and taxpayers navigating this challenging time. They break down key steps to leverage these relief programs, ensuring you have the tools to protect your financial stability during disaster recovery.
Whether you’re seeking guidance on extensions, understanding relief qualifications, or looking for strategies to manage the unexpected, this episode is packed with essential information to help you stay informed and prepared.
Chapters:
0:00 – Introduction
1:30 – We all know someone affected by the wildfires
5:20 – The tax implications of an area becoming a Natural Disaster area
14:36 – Filing your taxes vs. paying your taxes
22:15 – Claiming casualty losses and insurance proceeds
28:50 – Filing for an extension
33:48 – How to get in touch with Tony and his team
36:00 – Closing remarks