Apologies in advance to anyone who previously has allowed me to soapbox on how annoying the penny is and how each new president’s first executive order should be removing pennies from circulation
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Integrated Wealth Management
With tax season upon us, many individuals and small business owners will soon be filing their taxes for the 2023 income year. Some will find, perhaps unexpectedly, that they are required to make 2024 quarterly tax payments due to not having enough withheld the prior year via an automatic withholding mechanism (paycheck withholding) or from their other sources of income including 1099 income, business income, retirement account withdrawals, etc.
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Even if you don’t have student loans, please use this information to help your friends, children, or grandchildren.
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After completing post-childhood support goals of funding an education, wedding, or travel expense, being able to help a child purchase their first home is frequently a goal of our clients. For many families, it brings a sense of satisfaction in setting up their children up to achieve their own life goals. However, when done without the proper planning, it has the potential to create family and financial tension.
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US Bank is in the process of converting all Union Bank checking and savings accounts, mortgages, investment accounts, and credit cards to their platform.
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During tax season, a common question we hear from clients is, “How will custodial account income from my children’s accounts be treated for taxes?” The answer is that it depends on how much income was realized over the course of the year, if they have earned income from work, and whether Kiddie Tax comes into play.
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The Middle Class Tax Refund is a one-time tax refund payment for California residents who filed a 2020 tax return with an AGI (adjusted gross income line 17 of CA Form 540) of less than $250,000 (Individual) or less than $500,000 (Married or Head of Household).
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This blog discusses an exciting new development in the prevention of real estate fraud in San Diego County!
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Many parents and grandparent establish 529 plan Education Savings Accounts for their children or grandchildren to help pay for future education expenses. 529 accounts are state sponsored investment plan accounts that offer tax free growth when the funds are used to pay for private K-12 or college expenses.
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With interest rates and inflation rising, a common question we are receiving is, “Should I be buying I Bonds right now?” We explore that question in this article.
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Is a Roth conversion right for you during your retirement? There are a number of factors to consider.
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In recent months, the escalation of geopolitical threats (such as Russia invading the Ukraine, China threatening Taiwan, and the Iranian nuclear deal) may seem like an ominous cloud that is doomed to negatively impact stock market returns.
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Taxpayers may receive up to $7,500 as a federal tax credit for electric cars in 2022. In this blog we will discuss what the credit is, how it works, and more.
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Here is a complete guide to buying solar panels for your home in which we cover many of the commonly asked questions.
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