California LLC Laws And IRS Identity Theft Reporting

The Biden Administration Corporate Tax Proposal

A discussion on the tax history of LLC entities in California as well as information on the IRS’s Fraud Reporting Division

Behavioral Finance: Beyond Greed and Fear

Behavioral Finance: Beyond Greed and Fear

Behavioral Finance: Beyond Greed and Fear “Modern portfolio theory,” a complex mathematical system explaining the workings of the financial markets, has been quite influential on the thinking of investment managers over the last quarter century. The theory derives from the work of a handful of finance professors, several of whom were awarded Nobel Prizes for…

California Billionaire

California Billionaires

California Billionaires March 10, 2006 Recent reports show that there are at least 100 new billionaires in the world this year, adding to the ever expanding list. Many billionaires reside in California, and are displayed below. Listings include rank, name, age where known, wealth in billions of dollars and source of the money. A number…

Mandatory e-pay for CA Taxpayers with +$80K of Tax Per Year

Mandatory e-pay for CA Taxpayers with +$80K of Tax Per Year

Mandatory e-pay for CA Taxpayers with +$80K of Tax Per Year Update: 11/10/09: The FTB now has a pay-by-phone option available. See: http://www.ftb.ca.gov/individuals/mandatory_epay/paybyphone.shtml That Franchise Tax Board (FTB) has begun mailing notices (FTB 4106 MEO) to taxpayers who meet the mandatory e-pay threshold. The new mandatory e-pay law requires taxpayers to remit their payments electronically…

Retire Your Mortgage Before You Retire

Retire Your Mortgage Before You Retire

Retire Your Mortgage Before You Retire By George L. Duarte, MBA, CMC Broker, Horizon Financial Associates An increasing number of baby-boomer homeowners seem to be resigning themselves to the fact that, unlike their parents, they will be making mortgage payments well into retirement.  If you look at statistics, you can see where this anxiety comes…