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Your House is An Asset: How to Increase Your Home Value

May 15, 2023

If you’re preparing to sell, these tips can help increase the asset value of your home.

Alternative Minimum Tax: Do You Have to Pay?

April 23, 2023

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

April 9, 2023

Filing taxes can be a daunting process. Learn why talking to an experienced tax professional before using online tax tools can maximize deductions.

Sequence-of-Returns Risk in Retirement

March 21, 2023

Sequence risk can affect the newly retired. Learn how to protect against it.

Municipal Bonds vs. Treasury Bonds: Which to Choose?

February 28, 2023

Municipal bonds or Treasury bonds? Which one would fit in your portfolio?

5 Strategies to Maximize Your Tax Refund in California

January 20, 2023

Learn strategies to maximize your California tax refund such as optimizing your deductions and credits, making charitable donations, and more!

Our Videos

EP 6: Tax Office Hours – Roth Conversions

EP 5: Tax Office Hours – Year-End Tax Strategies

Managing Your Wealth in 2025 Strategies for Tax Planning and Economic Shifts

Proactive Planning Guides

A Proactive Guide to Avoiding Common Risks in Retirement

Retirement Planning | 10 minute read

Being able to thoroughly enjoy your retirement with the lifestyle you desire is the goal of many investors.

Guide to Maximizing Your Tax Refund in California

Tax Planning | 10 minute read

California taxpayers should consider these five strategies to help maximize their tax refund.

Guide to Hiring the Right Bookkeeper for Your Business

Business Solutions | 10 minute read

As a business owner, you understand the immense value of maintaining precise financial records.

6 Essential Opportunities Missing from Your Financial Plan

Wealth & Tax Planning | 10 minute read

Without the integration of tax planning into wealth management and estate planning, investors aren’t seeing a complete picture of their financial plan.

7 Things Trustees Need to Know About Trust Accounting, Taxes, & Beneficiaries

Tax & Estate Planning | 10 minute read

Navigate your trustee duties, from court-ready accounting to clear communication with beneficiaries. Whether you’re managing a family trust or serving in a formal fiduciary role, understanding your responsibilities is key to protecting yourself and the beneficiaries you serve.

Quarterly Economic Updates

Proactive Planning | 15 minute read

Stay updated with our quarterly economic newsletter, featuring news about market performance, inflation status, how investors can be proactive, and more.

Tax Report Newsletter