Taxes
Quarterly Commentary
America at 250: A Story of Reinvention
It's tempting to credit America's success to whichever breakthrough technology dominates headlines. Today, it's Artificial Intelligence (AI). Before, it was the internet, personal computers, and electricity. But the most enduring competitive advantage is the system itself. It repeatedly commercializes new ideas, attracts capital, and scales businesses on a global stage.
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 moreDealing with the Taxation of Capital Gain Distributions
In wrapping up your 2017 taxes, you may have noticed that your account produced more taxable income than in previous years. Much of the reason may be capital gain...
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