Tag: Tax Tips

San Francisco Tax Tips – April 2019 – Newsletter

Filed in CPA Blog by on April 5, 2019

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).

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San Francisco Tax Tips – March 2019 – Newsletter

Filed in CPA Blog by on March 5, 2019

Deductions are critical to tax minimization. Many San Franciscans give generously to nonprofits, both large and small. So our newsletter focuses on what’s deductible and what’s not. (To download the March eLetter, click here).

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San Francisco Tax Tips – February 2019 – Newsletter

Filed in CPA Blog by on February 12, 2019

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 […]

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San Francisco Tax Tips – January 2019 – Newsletter

Filed in CPA Blog by on February 12, 2019

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).

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San Francisco Tax Tips – December 2018 – Newsletter

Filed in CPA Blog by on November 28, 2018

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 […]

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San Francisco Tax Tips – November 2018 – Newsletter

Filed in CPA Blog by on November 1, 2018

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).

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San Francisco Tax Tips – October 2018 – Newsletter

Filed in CPA Blog by on September 25, 2018

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 […]

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San Francisco Tax Tips – September 2018 – Newsletter

Filed in CPA Blog by on August 27, 2018

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 […]

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San Francisco Tax Tips – August 2018 – Newsletter

Filed in CPA Blog by on August 1, 2018

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 […]

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San Francisco Tax Tips – July 2018 – Newsletter

Filed in CPA Blog by on June 27, 2018

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 […]

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