November 28, 2018

2018 Year-End Tax Planning

With 2018 quickly nearing its conclusion, we are considering tax strategies to benefit clients in 2018 and beyond.  This year-end has been especially busy due to the Tax Cuts and Jobs Act...
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June 6, 2018

Qualified Opportunity Zone

The Opportunity Zones Program: Potential for Capital Gains Deferral or Elimination With the 2017 tax reconciliation reform (Tax Cuts and Job Acts) comes a new tax incentive program aimed at promoting investments...
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May 1, 2018

Miscellaneous Tax Updates

In the first three months of 2018, there have been a number of changes to tax laws that may affect your financial well-being, your family, your investments, and your livelihood.  We have...
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March 7, 2018

The Nanny Tax

What is the True Cost of Employing Household Staff? When families hire household help (nannies, caregivers, house cleaners, et al), it is easy to overlook the possibility for the required “Nanny Tax,”...
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November 27, 2017

2017 Year-End Tax Planning

The end of the year is quickly approaching. To help you plan for 2018, we are offering several tax-planning tips for your consideration.  Recent discussions about next year’s tax law changes may...
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September 21, 2017

Identity Theft

Tax-related Identity Theft With the recent news regarding data breaches of personal information, the risk of tax-related identity theft continues to increase. Tax-related identity theft occurs when unauthorized persons either impersonate the...
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September 18, 2017

Project Open Hand

Realize recently teamed up with Project Open Hand, a volunteer-fueled charitable organization that strives to bring healthy meals to seniors, people with critical illness, and adults with disabilities. Project Open Hand offers...
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August 22, 2017

Life Insurance

Estate Planning and Insurance Policies: What You Need to Know to Protect Your Loved Ones As part of their overall estate plans, many of our clients purchase life insurance policies.  These offer...
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July 14, 2017

Breaking California Residency

Although the Golden State is among the most coveted places to live in the United States, its heavy taxes can be discouraging. Taxed at the highest rates in the country, many California...
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