Tax Planning

“Giving Tuesday” was founded in 2012 by New York City’s 92nd Street YMCA in partnership with the United Nations. The focus was on encouraging charitable giving and was held on the first Tuesday after the Thanksgiving holiday.  The concept quicklyREAD MORE

As COVID-19 carved its destructive path through the economy in 2020, Congress provided stimulus and relief provisions in the CARES Act. As the crisis continued, it was widely acknowledged that a second round of stimulus would be needed, and soon.READ MORE

IRAs are a great way to put money away for the future. The benefits of a traditional IRA include a tax deduction for contributing (if you qualify for one). With a Roth IRA, you cannot take a deduction for contributions,READ MORE

When COVID-19 first became big news in the United States, the initial reaction caused a slowdown in the San Diego real estate market as well as many other housing markets around the country. Listings dropped and homes that were alreadyREAD MORE

Few places in the country can beat San Diego as a desirable place to live. Blessed with nice weather year-round, sunny with minimal rain, along with scenic beaches and mountains, America’s Finest City also boasts a good job market, aREAD MORE

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