New Tax Updates! Our January 2025 newsletter covers the latest tax changes, key deadlines, and important planning tips READ THE FULL NEWSLETTER HERERead More

How does the Tax Cuts and Jobs Act impact you? Our latest newsletter breaks down key changes from the most significant tax overhaul since 1986. Learn about updated tax brackets, major deductions, and important action items you may need to take before year-end. Stay informed and make the most of the new tax law! READ...Read More

How does Prop 19 impact your property taxes? Our latest newsletter breaks down the good, the bad, and the ugly of California’s new property tax law. Learn how Prop 19 affects homeowners looking to transfer their tax assessments, the expanded benefits for those 55 and older, and potential drawbacks you should know before making any...Read More

Wondering how much you can gift without triggering taxes? Our latest newsletter clears up common misconceptions about gift taxes and explains how gifting can impact your tax situation. Learn the key rules, potential tax savings, and filing requirements READ THE FULL NEWSLETTER HERERead More