Tag: Tax Tips
As everyone moves into the final stretch of tax season, more and more people are realizing that changes to the standard deduction are super important. So our April newsletter focuses on this big issue. (To download the April eLetter, click here).
The stock market is on everyone’s minds these days. Will it go up? Down? Stay the same? Is it a wise place for all those retirement funds or other assets? This month’s eLetter focuses on the stock market, which is so pertinent for those who smartly plan for retirement. (To download the Febuary eLetter, click […]
It’s double IRA season! Until April, many IRA-related contributions can be counted as either for last year or for this year. This month’s eLetter focuses on IRA tax issues, which are so pertinent for those who smartly plan for retirement. (To download the January eLetter, click here).
As we gear up for tax preparation season, we’re getting a lot of questions about the TCJA (Tax Cut and Jobs Act) as it has a big impact on so-called SALT (State and Local Tax) issues. This month’s eLetter focuses on SALT tax issues, especially for San Francisco homeowners, in light of the TCJA. (To […]
2018 is the first tax year under the so-called “Tax Cuts and Jobs Act of 2017,” otherwise known as the TCJA or the “Trump Tax Cuts.” This month’s eLetter focuses on end-of-year planning in light of the TCJA. (To download the November eLetter, click here).
The Supreme Court is very much in the news at the time of this writing, but let’s focus on something that impacts taxes, that is the Supreme Court’s Wayfair decision. This month’s eLetter focuses on two unrelated topics: the impact of online sales taxes and investment income in an unstable market. (To download the October […]
Whatever your politics are, San Francisco and the entire state of California has a reckoning to do with the new “Trump” tax changes. It’s called SALT (State and Local Taxes), and the new $10,000 cap on deductibility. This month’s eLetter focuses on taking the new tax changes with a grain of SALT (To download the […]
We’re blessed here in San Francisco and indeed the entire Bay Area with many wonderful educational institutions. San Franciscans, as a bunch, are “pro” education, often spending thousands of dollars to send their kids to private schools or universities. This month’s eLetter focuses on advice for tax savings when it comes to education. (To download […]
With the Trump tax changes taking effect and sky-high real estate prices in San Francisco, more and more people are discussing leaving California for lower tax states. This month’s newsletter talks about the issue in detail. If you own a business in San Francisco, or are high income, you’ll find this issue informative. (To download […]