Foreign Bank Accounts And Gifts To The Federal Government

Today we talk about common problems people run into with Foreign Bank Accounts, Trusts or Foreign Pension Plans. Also how, if you so desire, can make a charitable gift to the U.S. Federal Government. For questions regarding these or other tax issues you may have please contact me at 510-797-8661
Mutual Funds and Tax Benefits
Mutual Funds and Tax Benefits What are the tax benefits available to those who invest in mutual funds? What are the tax liabilities, if any? Since, April 1, 2003, all dividends, declared by debt-oriented mutual funds (i.e. mutual funds with less than 50% of assets in equities), are tax-free in the hands of the investor.…
10 Ways to Cut Your Property Taxes
10 Ways to Cut Your Property Taxes By Paul W. Wilson Property taxes are decided collectively by school boards, town boards, legislators, and councils. The tax rate is set by collating the amount of funds an area needs. This is then divided by the “total taxable” assessed value of the area. The tax an individual…
How Easy is it for Wealthy MLBers to Avoid State Income Tax?
How Easy is it for Wealthy MLBers to Avoid State Income Tax? Spring is here and that means a lot of things to a lot of people. For many, spring means baseball is back, from Little League to the Majors, ball players are back on the diamond hitting homers, striking people out and stealing bases.…