San Francisco Tax Tips – November 2015 – Newsletter

Filed in CPA Blog by on October 31, 2015
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Happy November! 60 days… until… the end of the year. (We know most of you were thinking Christmas).As tax professionals in San Francisco, we realize that November is dead center in the last quarter of the year, and time to do final year-end financial and tax planning.

Our lively November, 2015, San Francisco Tax Tips Bulletin, is all about the end of the year – especially investment, retirement, and end-of-year strategies to minimize taxes. First, it starts out with a summary of the ‘final year’ of presidents, pointing out that typically the ‘boom’ goes to ‘bust,’ as it did under both Bill Clinton and George W. Bush. Will history repeat itself?  If so, how can you use losses on stocks to counter gains, or vice-versa? Read the bulletin to find out. Secondly, our bulletin goes into family tax planning and cross-generate strategies. We do lots of estate planning for San Francisco family-based businesses, and with some smart planning, you can minimize both California and Federal tax takes as you transition your assets to your heirs. Finally, the bulletin plows into charitable giving and end-of-year strategies, again designed to maximize your impact on the charities of your choice and minimize Uncle Sam’s tax take.

So, before you sit down for Thanksgiving turkey or for a Holiday feast, reach out to us and let us help you plan your end-of-year taxes, whether investment, retirement, or estate planning.

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.

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