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California Gift Tax: Everything You Need To Know

Unravel the complexities of the California Gift Tax with our comprehensive guide. Discover who needs to pay, how much, and what exceptions could apply....

California Long-Term Care Tax: What You Need To Know

This article explores the implications of a long-term care tax in California, why long-term care is so expensive, and what actions you can take to help...

Understanding The California Pass-Through Entity Tax

This article outlines the pass-through entity (PTE) tax's purpose, mechanics, and eligibility criteria. It also highlights the PTE tax’s role in mitigating...

California Estate Tax: Your 101 Guide to California’s Death Tax

This guide simplifies the complexities of estate taxation, and highlights key considerations and resources for residents of the Golden State.

Understanding California’s Inheritance Tax

Navigating the world of inheritance taxes can be a complex journey, filled with nuances and varying state laws. This intricate financial terrain, which impacts the transfer of assets after a person's...

An Overview of Tax Changes in 2024

As it does annually, the Internal Revenue Service (IRS) announced 2024 updates, including adjusting figures for inflation.

Taxes On Inherited Property In California

Understanding inheritance laws and taxes in California is crucial for anyone who finds themselves as a beneficiary of a property. However, these regulations and rates can get complicated quickly.

The Ins and Outs of Roth Conversions – a Powerful Planning Tool

For most Americans, fall means football season. For financial planners, fall means Roth conversion season. There may be no financial planning strategy that...

Reduce Your Walnut Creek Business Tax

To help you navigate the complexities of the Walnut Creek business tax system and maximize your savings, we have compiled a comprehensive guide to the available tax credits and exemptions you can...

It’s that Time of Year Again for Executives – How much should you defer into your deferred compensation plan?

Executives need to make key decisions during deferred compensation enrollment periods. Here are tips to help you decide whether to participate and how much...

Tax Planning: Lumping Charitable Contributions

Deduction lumping tries to overcome the higher standard deduction hurdle. By concentrating multiple years of deductions within the same tax year, it’s...

Understanding Tax Loss Harvesting

While down markets are unwelcome, they provide opportunities to use trading strategies to add to after-tax returns.