Top 10 Tips for Year-End Tax Planning
Does it feel like you just finished last year’s taxes? Well, believe it or not it’s almost time to do it again. Every year the tax laws and policies change, so each year you will have to be aware of these changes and additions. However, there are some things that never seem to change. With that in mind let’s review some of the top tax tips for year-end tax planning.
Tax Deadline: Make a Decision, Already!!!
Make a Decision, Already!!!
Ways and Means Chair…
IRS Still Processing 6.7 Million Returns from Last Year
1) IRS Still Processing 6.7 Million Returns from …
The IRS Has 3 Million Unopened Pieces of Mail!
1) Form 1099 NEC for California –
We discovered …
Estate Planning with Real Estate Within Your Family After California Prop 19
Estate Planning with Real Estate For many years, we have advised many of our high net worth clients and their families on real estate transactions, restructuring and income and estate planning. Our primary focus is to assist families in preserving wealth, effectively transferring wealth to the next generation, educating them and their children on how…