On Election Day 2020, California voters narrowly approved Proposition 19 (“Prop 19”), a constitutional amendment designed to change the way that tax assessments
With the year rapidly coming to a close, and the upcoming tax year looming with uncertainties, you should consider updating your tax strategy to best preserve
2020 has been one of the most unprecedented years in recent history, but some things—like tax contributions and retirement deadlines—don't change much, if at
When you donate to a charity, you want to know that your donation is going to its highest and best purpose—which means minimizing the tax exposure of the
What are appropriate checklists for year-end tax planning?
Tax planners often develop checklists to guide taxpayers toward year-end strategies that might help
Today's low interest rates are a far cry from the double-digit rates seen in the 1970s and 1980s when even a certificate of deposit (CD) could yield up to 20
If you are one of the 90% of taxpayers who don't itemize deductions, you cannot claim a federal deduction for charitable donations. To get past this issue, some
As the end of the year approaches, it's time to consider strategies that could help you reduce your tax bill. But most tax tips, suggestions, and strategies are
When developing your estate plan, you can do well by doing good. Leaving money to charity rewards you in many ways. It gives you a sense of personal
Many of you already have estate documents, probably executed many years ago. You need an estate attorney to look over your documents every 10 years or so. Here
