Tag: Estate-Planning

Better Estate Tax Planning: a San Francisco CPA and a San Francisco Lawyer

Filed in CPA Blog by on October 7, 2016

They say it takes two to Tango. It certainly does. Have you ever tried to Tango with yourself? You’d look pretty ridiculous, wouldn’t you? And so it goes with estate planning. Many people mistakenly think that they need only a lawyer, and they certainly do need a lawyer. But any complex estate will have tax […]

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A CPA or a Lawyer for Estate Planning in the San Francisco Bay Area?

Filed in CPA Blog by on May 21, 2016

We are known as one of the better CPA firms for estate planning, here in San Francisco. The reason for this is that by virtue of being accountants, we are often deep and dirty into the details of our clients income, businesses, and investments. For those people for whom we act as their financial advisor, […]

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San Francisco Tax Tips Newsletter on Estate & Retirement Planning Released by Safe Harbor CPAs

Filed in CPA Blog by on October 1, 2015

Safe Harbor LLP, a top San Francisco CPA and Accounting Firm, is proud to release their October newsletter with a focus on estate and retirement planning issues for San Francisco Bay Area residents.

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Family Businesses and San Francisco: It’s Not all Tech

Filed in CPA Blog by on July 3, 2015

San Francisco is known these days as the “capital of tech.” Facebook, Twitter, LinkedIn, Yelp, Google – they all call the San Francisco Bay Area home. Tech, tech, tech, tech.  We are the city of tech. But there’s much more to San Francisco than just our vibrant tech and startup scene. While we do plenty […]

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Estate Planning, Taxes, and the Bay Area: Some Thoughts

Filed in CPA Blog by on April 26, 2015

The Chinese proverb that you will “live in interesting times,” is certainly applicable to living in California in the late 20th century and early 21st century.

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Establishing a Charitable Trust: Thoughts on Estate Planning for Bay Area Residents

Filed in CPA Blog by on February 7, 2015

Estate planning is a very important issue for anyone who is up in their years, and/or has substantial assets. By planning ahead, you can leave a legacy to your heirs or to charities that you want to promote. It’s a worthy thing to do, and by working with us as your CPA team, we can […]

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Estate Planning: Some Thoughts

Filed in CPA Blog by on September 27, 2014

People typically think of San Francisco as a young city, especially in the era of the Internet and Social Media. Indeed, the city is home to Internet powerhouses like Twitter and Yelp, with many employees of Google and Facebook living in San Francisco while working in Silicon Valley. It is a “young” city, but it […]

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October, 2014 – San Francisco Tax Tips

Filed in CPA Blog by on September 20, 2014

As your San Francisco tax service, we work hard to keep you up-to-date with timely issues surrounding taxes, estate planning, accounting and other financial issues of merit. It’s time for our October Tax Tips newsletter (click here to download). Highlights in this month’s issue include: Planning for Retirement Income – this lively post discusses the […]

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Inheriting an IRA in San Francisco? What if She’s Bankrupt?

Filed in CPA Blog by on September 5, 2014

Many San Franciscans have IRAs (individual retirement accounts), and unfortunately these days quite a few go bankrupt at some point in their life.  Generally speaking, retirement assets are shielded from creditors in a bankruptcy. So, for example, what happens if Grandma has an IRA but she went bankrupt at some point in the past? She […]

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Passive Investing and San Francisco Tax Tips

Filed in CPA Blog by on August 30, 2014

Broadly speaking, there are two ways to invest: actively and passively. Recently, passive investing has gained in popularity. In 2013, for instance, net investments into passive equity funds topped $60 billion, versus $3.4 billion for active funds. The most famous passive investment strategies involve using ‘index’ funds – funds that do not rely on human […]

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