The U.S. Small Business Administration recently reported that in 2021, the SBA oversaw “the distribution of nearly $416.3 billion in...
Finance Tips
Tax Considerations for Real Estate Investors in 2022
When determining whether you should purchase or sell real estate investments in 2022, it is crucial to consider tax-related...
Key Tax Calendar Dates in 2022
Now that the 2021 tax season is underway, it is important to keep key dates in mind to efficiently...
Looking Ahead to the 2022 Tax Year
Certain proactive approaches to your 2022 taxes may impact your 2021 tax strategies. Therefore, even before you complete your...
Business Tax Strategies to Consider Before the End of 2021
As 2021 winds down, it is time to start planning for your company’s 2021 tax season in earnest. There...
Strategies for Protecting Estate Assets from Future Changes in the Tax Code
Ben Franklin once mused that, “In this world nothing can be said to be certain, except death and taxes.” Taxes...
Should You Convert Your Traditional IRA into a Roth IRA?
Saving for retirement takes planning and discipline. Protecting long-term savings from unnecessary taxes is a key component of any good...
Is Charitable Giving Part of Your 2021 Tax Plan?
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?
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
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
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
Tax implications usually aren’t on the minds of people who are getting married. Nevertheless, understanding how marriage can affect your...