For the safety of our community, clients and staff, we have suspended all in-person meeting effective March 17, 2020. All consultation meetings will be via Phone or Zoom Video Conferencing. Please contact us at 925-484-0888 or email us directly at [email protected] to schedule the consultation.
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The vast majority of those in the San Francisco Bay area, who are preparing to file their personal income tax returns on April 17, do so in the belief that they are filing honest and error-free tax returns. Those in the lesbian, gay, bisexual and transgender community...
Many people go their entire lives without being audited by the Internal Revenue Service. And yet, if you are in the one percent group that receives a letter from the IRS, the prospect of facing an IRS tax auditor can be a frightening one.A recent news article provides...
When implementing an estate plan in California, it is essential to ensure that you receive the proper compensation for the amount of time and work you are putting in. The probate court will look through the amount you charge to see if it is reasonable, especially if...
California families have an exemption for their estate that keeps it from being subject to income taxes. However, above that $11.7 million, the estate tax bill could get large. This is why they need to take measures to reduce the size of their taxable estate. Life...
Not every inheritance involves paying estate taxes, but some estates rise above the federal exclusion amount. California residents that feel familiar with state and federal tax rules might not realize changes could happen. Namely, proposals intended to raise tax...
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