Tax Planning for Retirement Plans: The Underestimated Value of Social Security
A common retirement planning myth is that Social Security benefits won’t be around for much longer. Generation X, Millennials, and
Category: Individual Strategies
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Tax Planning for Retirement Plans: Roth IRAs and the Five-Year Rule
Roth IRAs have become a popular option for flexible retirement planning. A benefit to this type of retirement account is
Tax Planning for Retirement Plans: Understanding the Main Types of Retirement Accounts
Understanding the benefits and drawbacks of different retirement plans is crucial to long-term tax planning. Most retirement plan investment earnings
Tax Planning for Retirement Plans: Weighing the Tax Consequences for Early Withdrawals
When the need for emergency funds arises, many taxpayers may be tempted to turn to their retirement accounts. However, if
The Real Estate Tax Implications of California Prop 19
California Prop 19, also known as “The Home Protection for Seniors, Severely Disabled, Families, and Victims of Wildfire or Natural
Extensions to the Paid Sick Leave and Family Leave Credits in 2021
Employers will continue to see tax benefits for providing paid sick leave and family leave for the second and third
Navigating Changes to the 2021 Dependent Care Credit
The Dependent Care Credit is available to taxpayers who pay someone else to care for a dependent under age 13
Understanding the 2021 Changes to the Child Tax Credit
Taxpayers who have children in their care should be aware that the Child Tax Credit has been changed for one
Taking Advantage of Passive Losses
Over the last two weeks we have outlined a strategy to intentionally fail the test for material participation, for purposes
Defining Material Participation
If you haven’t looked at last week’s blog (“Reclassifying Non-Passive Income”), we suggest you do that first. Last week, we
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