Tax preparation and tax advice are very different things. Many taxpayers assume that when they have their taxes prepared by a professional, they’ll also get tax planning advice or recommendations for ways to reduce future taxes. This doesn’t always happen and there...
Before I get into discussing the pros and cons of long-term care insurance, let’s talk about the weather… yeap… the weather.Warm and sunny temps marked the holiday season for most of the US in 2021, ruining visions of a white Christmas. Now, at the beginning of 2022,...
One of the trends of recent years has been a rise in multi-generational living. Whether it’s for economic or health reasons, when Mom and Dad or other, older members of the family move in, there are important things to keep in mind as it relates to maintaining...
It’s a good idea to take your internal temperature and do whatever you need to do to get to a place of focus, amidst all of the national and global distractions that continue ad infinitum. Many of our Bay Area clients are under enormous pressure for one reason...
There is a difference between income and wealth. Tax returns aren’t about wealth — they’re about “income”, and how that is defined. Business owners and real estate investors have access to powerful tax advantages that wage earners do not...
