May 2022 Tax Newsletter

May is No Time for Taxation Relaxation Dear Reader, Oh, did you think tax season ended on April 18th? Sorry to report that it is always tax season. In this month’s newsletter we provide you with important information about upcoming deadlines for the California Passthrough Entity Tax Election. Most people...

April 2022 Tax Newsletter

Its' April. No Fooling. Welcome to tax month! Your tax advisors have been hard at work this tax season and our first major milestone is coming up. In this month’s newsletter we include the most common questions taxpayers ask during the month: what to do if you are unhappy with...

March 2022 Tax Newsletter

March Toward April 18th Tax season is now underway! In this month's newsletter, we share the secret to getting a quick tax refund. Also, we have information for you regarding the California State and Local Tax Deduction workaround via SB113 recently signed into law. Further, the Franchise Tax Board is...

February 2022 Tax Newsletter

It's February! Time to be Tax Smart! Happy Lunar New Year! As we anticipate spring, we celebrate the promise of new life, new beginnings, and maybe not so much, a new tax season. Which is why now is the time to be tax smart. We encourage you to start now...

January 2022 Tax Newsletter

New Year. No Fear. We're Here! Happy New Year! We hope you had another joyous holiday season. The new year is upon us and so is another tax filing season. With all the late-breaking tax law changes, advance payments of the child tax credit, and several stimulus payments, this year's...

November 2021 Tax Newsletter

'Tis the Season for Tax Planning Greetings All, October, November, and December mean that it is not only the holiday season but it’s Tax Planning Season for our tax law firm. Please take a look at some planning ideas and announcements that we are thinking about and give me a...

October 2021 Tax Newsletter

Every Season is Tax Season. With the 2021 tax filing season just a few months away from starting, we still do not know how the tax law will change under the various proposals being considered. What we do know is that it is always prudent to discuss the potential changes...

September 2021 Tax Newsletter

Face this Fall with a Personalized Tax Plan Dear Reader, As fall begins, I want to remind you that I am always available to discuss your tax situation and case with you. Please do not hesitate to schedule a time to speak with me. Our hearts are with the people,...

August 2021 Tax Newsletter

Navigating Your Annual Tax Journey Dear Reader Summertime means the 2020 tax filing season is firmly in the rearview mirror for millions of Americans! This year, summer also means more money for you thanks to the child tax credit advance payments. Find out what you need to know about these...

July 2021 Tax Newsletter

Summer Strategies to Reduce Your Tax Bill Now that 2021 is more than half-way in the books, it is time to make sure you are track with your taxes and to kick your tax planning into high gear! Included in this month's newsletter are several ideas to help you reduce...