by Guest | Jul 19, 2019 | Taxes
“We’re On The Brink Of An AllOut Trade War!” “Market Futures Fall As Investors Anticipate New Tariffs!” “What Will Happen If Trade Tensions Escalate!?” Chances are you’ve seen headlines like these over the past few months. The media can’t stop talking about tariffs...
by Guest | Jul 13, 2018 | Taxes
If you read this post from Matt Grodin, CPA, you know that recent changes in the federal tax law have resulted in fewer deductions at tax time for many California taxpayers. You can, however, secure an increasingly elusive tax break if you bunch your charitable gifts...
by Guest | Jun 8, 2018 | Taxes
Tax planning is like exercise: You may not always be motivated to do it, but once you’re tackled the task, you feel so much better. (And fortunately for everyone, you don’t need to do tax planning several times a week, consistently, to see a lasting benefit.) I’ve...
by Guest | Nov 18, 2016 | Taxes
As the end of the year draws near, the last thing anyone wants to think about is taxes. But if you are looking for ways to minimize your tax bill, there’s no better time for tax planning than before year-end. That’s because there are a number of tax-smart...
by Guest | Feb 22, 2013 | 529 Plan, Financial Planning for College, Financially Fit Kids, Taxes
The American Taxpayer Relief Act of 2012 created some good news for families paying for, or saving for, college. Congress and the White House agreed that higher education should remain a priority for American families and have decided to leave in place the tax...
by Guest | Feb 1, 2013 | Financial Planning for College, Investments, Parenting, Taxes
To avoid allowing the country to fall off the fiscal cliff, Congress and the President have agreed upon and signed into law the 2012 American Taxpayer Relief Act (ATRA). Among other things, the new law restores nearly all of the tax incentives for education which had...
