This is the time of year when we are normally opening up to file returns on behalf of Southern California clients, and taking a breath of “calm before the storm”. Not this year though. Not only is actual tax filing delayed until February 12, but Congress made their…

We’ve had impeachment votes, worldwide pandemics, quarantine-like lockdowns (for the healthy), public police brutality, widespread protests, intense riots, MURDER HORNETS, statues falling, social media anger and now we have a drunken and murderous monkey to top…

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…

To be fair, the new $600 reporting requirement for digital payment apps isn’t a Venmo thing … it’s an IRS thing. (Personally, I’m still amazed by how people share their transactions so publicly on these kinds of platforms. But that’s a…

Like many things political, one of the best ways to look at the tempest of the day is analytical bemusement. This is (always) especially true when it comes to tax issues. And I might have a take today that could surprise you. I am not interested in getting into…

However you slice it, the schooling situation right now is tough, with no good options. If you are vehemently in favor of full-on school … well, compassion would dictate that you would recognize that others are having more difficulty with that, for…

Before I discuss the real estate BRRRR strategy, let’s talk about a current pressing topic that’s going to fuel investment talk. With numbers released last week, one thing is very obvious: inflation is here, and it is a problem for most Southern California taxpayers ….

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,…

Only THREE weeks left in 2019, my friend. What will you do to finish strong? One good idea (if you haven’t yet done so), is to send me the answers to these questions by shooting us an email through the button at the top of the page . Your answers will help us to…

Like me, you’ve probably heard: “Do what you love, and the money will follow!” Hogwash. Personally, I love lying on the beach, but unless I start looking like a supermodel, there’s not much chance of me getting paid for it. What we do get paid…