Financial planning? In this month’s eLetter, we start with talking about having “the talk” with your kids. Spoiler alert: we mean the “talk” about financial planning.  (To download the October eLetter, click here.)

Estate and Tax Planning in San Francisco: We Can Help

San Francisco Tax Planning

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After you read about having “The Talk” with your kids, we turn to other more parental or adult issues with respect to financial planning. President Trump and the Republican Congress aim to work, next, on tax reform. One of the primary issues is the estate tax. Who knows what the future holds in Washington with respect to legislation? Certainly, not us. But, that said, we can work with you to maximize your tax savings under the existing, complicated estate tax rules. This month’s newsletter explains the relationship between spouses and who and when various tax exemptions can be transferred. “It’s complicated,” you might say.  Finally, every business owner in San Francisco is looking for deductions, such as meals. Did you know that meals can, on occasion, be 100% deductible? Read the eLetter to learn how.

About Safe Harbor LLP – a Professional CPA Firm in San Francisco

Safe Harbor LLP is a CPA firm that specializes in accounting and tax services for individuals and businesses throughout the San Francisco Bay Area and greater California. Safe Harbor CPAs helps both individuals and businesses with tax preparation, IRS audit defense, and audited financial statements. The firm prides itself on friendly yet professional service and utilizes state-of-the-art Internet technology to provide quality customer service. Its goal: to be the best CPA firm in San Francisco.

Safe Harbor CPA

Tel. 415.742.4249

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