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The CARES Act has delayed the IRS 2019 tax filing deadline to July 15th, 2020. If you have taken advantage of the delay and still have no...

In response to the coronavirus crisis, the IRS announced several changes to the tax filing season this year. For those of you who have n...

December doesn’t feel like tax season, but year-end is one of the best times to consider your tax situation since many tax-saving strateg...

New retirement legislation, known as the SECURE Act, has passed in the House of Representatives, has bipartisan support in the Senate, an...

It is popular to criticize California for its high taxes, and rightfully so. Californian’s enjoy one of the highest income tax rates, hi...

Many things change dramatically when you retire, not the least of which is your tax situation. Retirees face a unique set of opportuniti...

It is tax time and many of us will be heading to our local CPA or wrestling with Turbo Tax to complete our tax returns before the April 1...

California is a wonderful and expensive place to live. It has incredible beauty, amazing weather, and some of the highest tax rates in th...

If you are feeling the bite at tax time, here is a great planning idea to help reduce your taxes for 2019: give appreciated stock instea...

It is tax time, and your mailbox is likely stuffed with envelopes with the words “Important Tax Information Enclosed” written on the fron...

As we near the end of the year, it’s time to start thinking about some end of the year financial items such as fulfilling any outstanding...

California is a wonderful and expensive place to live. It has incredible beauty, amazing weather, and some of the highest tax rates in th...

America continues to be one the most charitable countries with over $390 billion donated in 2017. This represents the fifth consecutive a...

It is tax time, and your mailbox is likely stuffed with envelopes with the words “Important Tax Information Enclosed” written on the fron...

Most people are stunned to learn that the lowest federal capital gains tax rate is 0%. That is right. Tax-free. And while it does not app...

Every January my family sits down to write out our goals for the year. Some goals are health related while others involving learning a new...

With only about two weeks left in the year, Congress has yet to pass promised tax reform, though a bill does appear to be imminent. As of...

As we move into the last months of 2017, aka tax planning season, we are faced with an unusual situation. Congress is debating the detail...

The IRS has issued updated retirement limits for 2018. IRA contribution limits will remain the same but there will be a slight increase f...

Last week in Missouri, Donald Trump finally began to cast his vision for tax reform. Over the past 10 months, we have heard little from t...