Some of our Southern California clients are STILL pulling their paperwork -- which is understandable during this donkey of a year, and with all of the new complications.But sadly, ye olde IRS isn't extending any payment grace in a couple weeks. (I say "sadly", but...

Last month, I talked about [ENGBLOG]some potential moves Southern California taxpayers could make by the end of the year. I wanted to remind you of those possibilities before I get to what else I want to talk with you about... (paying off debt)Those were:Look ahead to...

Hello, my friend. The world has shifted under our feet.With the barrage of media, medical, and economic news flying at us, I want to stay in my lane today.You don't need more medical advice, you don't need tips on working from home (at least today -- I might share...

It's no secret this tax season is proving a little more ... "costly" for everyday Southern California taxpayers. If you can find any solace in that reality, know that you are not alone.Due to changes made through the 2018 Tax Cuts and Jobs Act (TCJA), many Americans...

The autumn leaves are changing, and "the most wonderful time of the year" is right around the corner...I'm guessing tax season isn't exactly at the front of your mind.But it should be! (At least in the top five things at the front of your mind.) Because as long as...

Believe it or not, we're very busy around here.While the nation's eyes are fixated on political things, we're spending our days working hard on behalf of our clients right here in Southern California (and beyond, of course), talking through tax-advantaged financial...

Yep, here we are in March, and that means that it's GO TIME for taxes. If it takes you a couple weeks to pull things together, and get organized ... well, now is a very good time to start the process.We're here for you with any questions: (714) 541-4338But don't panic...

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...

5 Next Steps for Tax Return ReviewSoooooo, what now? I'm glad you (ahem) asked.Just because tax season is over, doesn’t mean we’re not still here for you.In fact, with the IRS experiencing a litany of problems right now, we’ll gently recommend a little tax return...

Maybe it's true that having $1m+ these days isn't as impressive as it used to be. But it's still a measure that we continue to use as a marker of financial "arriving".What's further interesting is that even in the midst of ongoing economic gyrations, the numbers of...