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Tax
Thursday, November 22, 2018
How do you prepare your children to receive an inheritance? What can you do now to make them better money managers? Passing your legacy to your children requires acknowledgement of family values and fiscal preparation, early on. Read more . . .
Thursday, October 18, 2018
Cryptocurrency is the latest financial innovation for exchanging assets. What is it? How is it acquired? Can you incorporate into your estate plan? Read more . . .
Wednesday, October 3, 2018
Starting a business entails understanding and dealing with many issues—legal, financing, sales and marketing, intellectual property protection, liability protection, human resources, and more. But interest in entrepreneurship is at an all-time high. And there have been spectacular success stories of early stage startups growing to be multi-billion-dollar companies, such as Uber, Facebook, WhatsApp, Airbnb, and many others.by Richard Harroch, Forbes . . .Read the full Article here. Read more . . .
Monday, September 17, 2018
Estate planning is dead. Gone are the days of creating legal structures to hold your assets, pass your fortune on to the next generation and, of course, avoid paying estate taxes. Gone are the days of planning for your death. It’s time to plan for your life.
Read more . . .
Wednesday, September 12, 2018
Understanding the Probate process emphasizes that proper estate planning is vital! This week, we give you an introduction to Probate, what it is and what it entails. Read more . . .
Thursday, August 30, 2018
Aretha Franklin's recent passing brought to light another celebrity estate lacking the proper protection planning to avoid probate. We have provided a reminder checklist to prevent this from happening to you and your family...Read more . . .
Saturday, August 25, 2018
by Kathleen Pender, San Francisco Chronicle, August 25, 2018 People who own just one or two rental properties might not qualify for the new 20 percent federal deduction that big-time real estate investors and other pass-through entities will get starting this year.The federal tax law passed in December lets many pass-through entities such as partnerships and sole proprietorships deduct 20 percent of their “qualified business income,” with some limits. Read more . . .
Monday, August 20, 2018
PLEASE NOTE- THIS INFORMATION IS AGED- PLEASE REFERENCE UPDATES TO THE LAW NECESSITATED BY CA PROP 19, WHICH BECAME EFFECTIVE ON FEBRUARY 16, 2021, AND SEVERELY LIMITS THE PARENT / CHILD EXCLUSION.Read more . . .
Monday, August 13, 2018
WASHINGTON — Architects and engineers are still in. Accountants, doctors and lawyers remain out — mostly. New rules floated by the Trump administration lay out what kinds of businesses can take a 20 percent deduction against income taxes under the new tax law. by Marcy Gordon, Associated Press | August 10, 2018, USA Today Read more . . .
Thursday, August 9, 2018
This week marks the first week of school for many families. While the kids are at school, we continue to discuss financial planning in Part 2 of our Back-to-School Checklist. Keep your preparation-game strong by using these planning tools!Read more . . .
Monday, August 6, 2018
Back-to-school season is all about fresh starts! Inspired by the importance of preparation in starting a new school year, we have provided a two-part checklist that will help you and your family prepare for the future! Read more for Part 1!Read more . . .
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