December 2, 2019

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 strategies require action before December 31st.  Once April arrives it is often too late to impact your tax situation and your CPA is simply recording what happened way back in 2019.  By taking action now, you...

October 28, 2019

New retirement legislation, known as the SECURE Act, has passed in the House of Representatives, has bipartisan support in the Senate, and is showing promising signs of becoming law by the end of 2019.  The law makes several significant changes to retirement accounts, including pushing back Required Minimum Distributions from age 70 ½ to...

September 23, 2019

It is popular to criticize California for its high taxes, and rightfully so.  Californian’s enjoy one of the highest income tax rates, highest sales tax rates, highest fuel tax rates, and more, which is why many retirees choose to leave the state.  Nonetheless, for those of us who choose to stay and retire here, there are a few tax laws t...

April 26, 2019

Many things change dramatically when you retire, not the least of which is your tax situation.  Retirees face a unique set of opportunities and challenges that many CPA’s (and Financial Advisors) simply don’t address.  One of the most significant opportunities in retirement is the ability to manage taxable income.  One of the potential th...

March 18, 2019

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 15th deadline.  If you are looking for ways to save money on your tax bill, don’t overlook a last minute contribution to an IRA.  It is one of the best ways to reduce your taxes and one of the only ways t...

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