Saving for Education: 529 Plans in California
Looking to fund your child or grandchild’s education? 529 plans may provide the answer.
Alternative Minimum Tax: Do You Have to Pay?
Will you have to pay Alternative Minimum Tax this year? Here’s how to find out.
6 Reasons to Talk To Tax Professionals Before Using Online Tax Tools
Filing taxes can be a daunting process. Learn why talking to an experienced tax professional before using online tax tools can maximize deductions.
5 Ways to Maximize Your Tax Refund in California
Learn strategies to maximize your California tax refund such as optimizing your deductions and credits, making charitable donations, and more!
4 Tax Cuts and Jobs Act Provisions Set to End - How Will It Affect You?
What can taxpayers do when the Tax Cuts and Jobs Act ends?
3 Ways Tax Projections Can Help You Grow Your Wealth
A well thought out tax plan includes tax projections done years in advance, which could help you save money, discover opportunities & grow your wealth.
How to Use QCDs as a Charitable Giving Strategy
A qualified charitable distribution can benefit your favorite charity and help you save on taxes.
Do You Have to Pay Taxes on Property or Monetary Gifts?
Thinking about gifting money or property to your loved ones this year? Consider how doing so may affect your taxes.
Tax Walkthrough: Sole Proprietorships, Partnerships, and Corporations
A basic guide to tax information for businesses, whether you’re filing as a sole proprietor, partner, or corporation.
Tax Loss Harvesting: Improved Returns and Lower Taxes?
Find out how tax loss harvesting, which is when you sell at a loss, can help improve your return on investment and allow you to pay lower taxes in our guide.
How Does Inflation Affect Taxes?
Taxpayers are feeling the burden of inflation on the rise. What happens to taxes when inflation runs hot? Read some of the answers here.
Is Buying a Car Tax Deductible in 2022?
Is the car purchase you want to make this year tax deductible?