Saving for retirement takes planning and discipline. Protecting long-term savings from unnecessary taxes is a key component of any good...
Finance Tips
Is Charitable Giving Part of Your 2021 Tax Plan?
Aug 16,2021August 16, 2021
Whether you’re interested in charitable giving as an individual or as a small business owner, your efforts can serve a...
Does Your Business Owe Taxes in Other States?
Jul 15,2021July 27, 2021
State taxes often aren’t at the forefront of a business owner’s grand strategy. Instead, federal taxes take center stage, and...
Tax Effects of Selling a Home in California in 2021
Jun 08,2021June 16, 2021
With the California home market going gangbusters this year, many families are hoping to cash in. In such a strong...
Preparing a Family Business for a Generational Change
May 07,2021June 16, 2021
The handoff from one generation to the next is often the most complicated period in a family business’s history. The...
Tax Considerations for California Newlyweds in 2021
Apr 13,2021April 14, 2021
Tax implications usually aren’t on the minds of people who are getting married. Nevertheless, understanding how marriage can affect your...
Should You File for an Extension on Your 2020 Tax Return?
Mar 12,2021March 12, 2021
Each year, millions of taxpayers elect to apply for an automatic extension of their time to file income tax returns...
Tax Accounting for Rental Property Owners in 2021
Feb 05,2021February 5, 2021
The pandemic has been especially challenging for owners of rental properties. The unpredictable job market has impacted the income of...
Key Dates and Figures for Your 2021 Tax Calendar
Jan 22,2021January 22, 2021
With 2020 thankfully behind us, it’s time once again to look forward to a new year. The pandemic has brought...
The Pros and Cons of the Home Office Deduction
Dec 15,2020December 15, 2020
With so many people working from home during the pandemic, the home office deduction has become a hot topic in...
Optimizing Charitable Giving for Tax Savings
Nov 10,2020November 16, 2020
Despite the highly publicized concern that the 2017 Tax Cuts and Jobs Act (TCJA) would undermine charitable giving in the...
The Advantages of Cost Segregation Analysis for Real Estate Investors
Oct 28,2020November 16, 2020
Tax efficiency is critically important for optimizing return on investments in real estate. The rules of depreciation are central to...