Blog Archives

Trump's Tax Plan

We look at the major elements of the proposed tax plan.

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David's Wine Picks - Chilean Wines

More of Chile's wines are unique, interesting, and delicious.

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IRS Rolls Out New Gambling Regs

Do you enjoy wagering & games of chance? The IRS requires you to pay tax on your fair share of winnings as reported by the "house."

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Your Questions, Answered

Reverse mortgages and RMDs

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Saving Or Paying For College Can Be Costly

We'll look at the help offered by the tax law.

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Estate Planning For A Non-U.S. Citizen Spouse

Estate planning can be especially tricky if your spouse isn't a U.S. citizen.

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California Tax News

Is a tax on snacks and your legal and accounting fees in our future?

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Your Medical Expenses May Be Deductible

There are certain rules, and the threshold is changing in 2017

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The President-Elect's Tax Plan

We offer some insight into probable tax changes with the new administration.

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Short Of Funds? Rely On 401(K) Loan In A Pinch

A 401(k) plan may also provide a temporary solution if you're short of funds.

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Double Your Tax-Free Home Sales

If you own two homes, you can "double up" on the exclusion before you do your final downsizing.

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Avoid Getting Hit With The Generation-Skipping Tax

This little-known but potentially expensive tax can apply to transfers that "skip" a generation, or two or three. If you don't address the GST tax, your heirs could face a major tax hit years from now.

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David's Wine Picks - 2014 California Pinot Noirs

The 2014 Pinot Noirs have power and elegance with the best vintages since 2004...

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New Deadlines: Partnership & Corporate Tax Returns

Deadlines have changed for filing forms 1065 and 1120.

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New Deadline for Filing W-2 & 1099-MISC Forms

Employers must now file Forms W-2 and 1099-MISC by January 31st. You still must get copies to your employees by 1/31; this has not changed.

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Book Business Travel on Weekends to Save

If you travel extensively on business, it can pay to stay over Saturday night.

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Nearing Retirement? 5 Strategic Personal Finance Moves

Even if you choose to work into your late sixties or seventies, your 60's are a good time to start seriously planning some strategic financial moves for a financially solid retirement.

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Crowdfunding: Taxable Income?

Recent legislative changes have given crowdfunding a big boost, but what are the tax consequences to recipients?

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Tapping Your IRA Early? Crack it with SEPPs

Different methods for tapping into your IRA early.

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Navigate Tax Rules for Mortgage Interest

Own a boat? You may be entitled to tax benefits normally associated with a fixed dwelling.

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Ramp Up Energy Credits at Home

Get energy credits by going green!

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Stretch Out Estate Tax Payments

Lighten up your estate tax payments load via installment payments!

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David's Wine Picks - 2014 California Chardonnay

California Chardonnays are perfect for the summer heat!

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Improve Tax Outlook on Home Sale Gain Exclusion

One of the biggest and best individual federal income tax breaks on the books is the home sale gain exclusion.

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Company Picnic: Engage Staff + Tax Deduction

Company picnics are a great way to retain employees, plus they are deductible!

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New Allocation Rules for Roth IRA Rollovers

Changes to IRA rollover rules that benefit the taxpayer.

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Taxpayers: Pay Your Taxes at 7-Eleven

IRS partners with 7-Eleven and PayNearMe to permit cash tax payments

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Tax Scam: Phishing for W-2s, Other Confidential Employee Information

Cybercriminals posing as CEOs are targeting HR & payroll departments

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What's New In Taxes For 2016: Individuals, Businesses And Estates

See what's new. Tax rules affect all in 2016: Individuals, businesses & estates

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David's Wine Picks - 2012 California Cabernet Sauvignon

This could be the best Napa and Sonoma vintage this century

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7 Reasons to Use New myRA Accounts

The new retirement savings accounts are great for those without a 401k or other employer-sponsored account.

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Year End Tax Strategies Pt. 4: Education & Charity

Giving to charity & relatives or paying education or medical bills can give you a tax break.

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Year End Tax Strategies Pt. 3: Retirement

4 retirement related tips for the end of the year

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Year End Tax Strategies, Pt. 2: Portfolio Checkup

Give your portfolio a checkup as part of your end-of-year routine.

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Year End Tax Strategies, Pt. 1: The Basics

Start here at the end of this year with 6 steps to make tax time less painful!

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David's Wine Picks - Exciting 2013 Pinot Noirs

Exciting 2013 Pinot Noirs

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Gain More Control Over S Corp Losses

If you operate a business as an S corp, you may be able to claim a valuable tax loss against your other income. But...

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Do Good Things With A Crummey Trust

Giving lifetime gifts to family members to reduce your taxable estate? Set up a Crummey trust.

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Salvage Tax Loss for Worthless Stock

Are you holding shares of stock that are now worthless? If so, you can realize some tax relief on your 2015 return.

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New Regs Clarify Rules For Estate Exemption Portability Provision

The "portability" provision in the federal estate tax provides greater flexibility in estate tax planning for married couples.

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When Is Alimony Deductible?

Be aware of these tax ramifications if you're negotiating a divorce.

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Act Now - Impending Limit on Family Business Valuation Discounts

Is a family-owned LLC or LLP part of your estate planning?

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Trading Places: Make Your Move Now

Now may be the time for savvy real estate investors to make a move

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IRA Rollovers: Rule Change

Following up on a 2014 Tax Court decision, the IRS is taking a tougher stance on the once-a-year rule for IRA rollovers in 2015.

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Expensing or Capitalization? New IRS Tangible Property Regulations

Some significant aspects of the regulations regarding expensing or capitalization

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10 Friendliest (Tax) States for Business

Best states in the country for businesses, from the Tax Foundation's report.

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CPA Insights: 7 Steps For Preventing Employee Theft

Theft, fraud, embezzlement. However you label it, it's a major issue...

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Tax Insurance For Risky Business

Section 1244 stock is like getting "tax insurance" from Uncle Sam

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The Top 3 Questions About Selling a Home

We answer 3 of the questions people ask most often when they are thinking about selling a home.

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Personal Estate Planning

What you need to do today and what can wait.

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