How do the 2025–2026 retirement plan limits impact you? Our latest newsletter highlights important updates for 2025 and 2026, including contribution deadlines, updated retirement plan limits, and key planning considerations to help you stay on track for retirement. READ THE FULL NEWSLETTER HERERead More

How does the Social Security Fairness Act of 2023 impact you? Our latest newsletter breaks down the impact of the new law passed in January 2025, including key changes, potential tax implications, and important next steps you may need to take. Stay informed and understand how these updates could affect your Social Security benefits. READ...Read More

How does the One Big Beautiful Bill Act impact you? Our latest newsletter breaks down key provisions, including changes to the state and local tax deduction, the new $6,000 senior deduction, deducting car loan interest paid in 2025, and new rules around no tax on tips and no tax on overtime. Learn how these updates...Read 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