One of the most significant changes brought about by the Tax Cuts and Jobs Act (TCJA) last year was the elimination of certain personal itemized deductions. Starting this year, and continuing through 2025, taxpayers will no longer be able to … Read More
Need some more time to get that 1040 filled out and signed? There are certain circumstances in which a person is not able to or willing to meet the April 15th deadline. In this case, there is an opportunity for … Read More
It’s a new year and you might be looking to make a change in your business or personal “team” for this year. That team might include your CPA, life coach, attorney or financial planner. Today, let’s look at the … Read More
If you are the beneficiary of a trust, you should know everything that a trustee can and should be doing for you. First, a trustee should be handling asset collection and protection. What this means is that the trustee … Read More
When a person dies without a will or trust, their estate enters the Probate Process and becomes subject to the laws of intestate succession. This means that if you die without a will, the Probate Code determines what will happen … Read More