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 slogan "it's refund season" is not lost on millions of Americans this time of year. The anticipation of a refund from the federal government causes scores of people to file their income tax returns. After all, a tax refund check is arguably the largest...
Last week, we wrote that IRS-related tax scams have risen by 400 percent this year. In response to the high rate of scammers claiming to represent the IRS, the real IRS has been trying to educate the public about what the agency's actual protocols are for collecting...
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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