Taxes
Quarterly Commentary
Investing in Europe and in value stocks – or really anything not in U.S. tech – has felt like betting against the winners. Diversification is a recognition that winners change. Which is exactly the point. Diversification isn’t about predicting what will outperform next. It’s about accepting what we don’t – and can’t – know, and positioning portfolios to benefit when fortunes shift, as they inevitably do.
Read moreCalifornia 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....
Read moreCalifornia 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...
Read moreUnderstanding 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...
Read moreCalifornia 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.
Read moreUnderstanding 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...
Read moreAn Overview of Tax Changes in 2024
As it does annually, the Internal Revenue Service (IRS) announced 2024 updates, including adjusting figures for inflation.
Read moreTaxes 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.
Read moreThe 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...
Read moreReduce 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...
Read moreExecutives need to make key decisions during deferred compensation enrollment periods. Here are tips to help you decide whether to participate and how much...
Read moreTax 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...
Read moreUnderstanding Tax Loss Harvesting
While down markets are unwelcome, they provide opportunities to use trading strategies to add to after-tax returns.
Read more
