Possible PPP Legislation & 1099-B

The Inflation Reduction Act Passed the House and Senate! Ron Cohen Episode 25

Possible PPP Legislation:
https://www.bloomberg.com/news/articles/2020-05-26/hoyer-says-house-and-senate-close-on-ppp-loan-extension

Form W-4P
https://www.irs.gov/pub/irs-pdf/fw4p.pdf

IRS Notice 2020-3
https://www.irs.gov/pub/irs-drop/n-20-03.pdf

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…

Building an Estate Planning Team

Building an Estate Planning Team

Building an Estate Planning Team To create an estate plan that serves your unique needs and that will execute your wishes as to the distribution of your assets is an important and, often, a complex task. Such professionals usually have honed their skills in their own specific fields. Sound estate planning is built upon a…