For Individuals

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

Elder Care Financial Care

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

Estate Planning Done Right

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

Nine Crucial Questions To Prepare Southern California Taxpayers For Their 2020 Taxes

First some important reminders for all Southern California taxpayers, then I have a bunch of questions to which I'd like you to respond...Depending on when you read this, the October 15th tax return extension deadline (for families and individuals) is either VERY...

Stimulus Checks and Unemployment Assistance For Southern California Taxpayers

These are the days when the internet is not necessarily your friend.Let's leave aside the very true fact that so many of the new, online substitutes for the "real thing" are a pale imitation of what we used to have, and that with more and more time spent online, there...

Cultivating Gratitude for Thanksgiving 2020 in Southern California

I think we all need this week.2020 has been *so hard*, for so many in Southern California (and far beyond!). And it's not over yet -- from continued electoral fighting, to spikes in virus cases and increased governmental restrictions all over the place, and (of...

Southern California Real Estate Investors: The 1031 Tax Deferral May Be Changing

It’s getting harder and harder to brace ourselves for the ongoing images of human struggle. They just keep coming. No matter your position on what’s happening, either nationally or abroad, the possibility of disaster touching us -- that is out of our control -- is...

2018 Tax Extensions and Payment Options for Southern California Taxpayers

Yep. This is the final week, and the personal filing deadline (April 15th) is *so* close.It's officially the final week of tax season -- and we are working our tails off for you and our other Southern California clients.But I'm still taking the time to step away for a...

Six Common Ways Southern California Taxpayers Receive IRS Audits

With the tax deadline bearing down on us, I thought I'd touch base today, to give you some thoughts on what could get you into hot water THIS tax season. And, well, really any tax season. Now ... sometimes, Southern California clients come to us from other Southern...

A Powerful Example of Tax Planning For Southern California Families And Individuals

It's wild to think that there are only four more months in 2019.As we get older, time sure does fly. And unfortunately, many get stuck in a rut from year to year. Specifically related to taxes -- many do not look at, or even think about, their tax situation until...

Key Tips For Southern California Newlyweds On Marriage and Taxes

Do you know what the number one month is for weddings? Check today's date and there it is: June.With that fact in mind, I'm not sure where you currently fall on the wedding spectrum...Are many of your friends getting married? Are your friends' kids getting married?...

Financial Mindset Management for Our Southern California Tax Clients

Based on the history of events over the course of the last few decades (both here in Southern California and beyond), you might have thought that world events would have slowed down in the last week -- that there could begin to be some sense of normality.But no. This...

A Thank You To Our Southern California Clients For A Successful 2019 Tax Season

This has been one of the wildest tax seasons in recent memory. I saw a note from the IRS last Friday (the 12th) that as of that day, 50 million taxpayers had yet to file. LOTS of extensions happened out there, as all of the tax law changes caused a bunch of...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.
But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!