Taxes

I don’t know about you, but the rapidly approaching end of 2020 leaves me feeling a bit tired. On one hand, I find it hard to believe that we are already in

I recently received a phone call from an individual concerned about his self-directed IRA. Several years ago, he invested his IRA in an LLC that buys and

Over the years Congress has granted tax preferences to many different types of long-term savings accounts. Most of these accounts have two tax benefits. For

The non-partisan Tax Foundation ranks California’s individual state tax environment 49th out of 50. Only New Jersey scores worse. If the pinch of state income

One of the great challenges in financial planning is figuring out how to transfer wealth from one generation to the next in the most tax efficient manner

When it comes to minimizing taxes, it is good to leave no stone unturned. Here are five questions to ask yourself as we come to the end of 2018. As you think

It’s time for the annual year-end tax scramble—the time when people like you and I try to figure out how to wrangle a few extra bucks out of our anticipated tax

When congressional leaders first started pushing the 2017 Tax Cuts and Jobs Act, they heralded it as a major step forward in tax simplification. While much