If you own a home in San Diego, you probably remember the frustration that the $10,000 state and local tax (SALT) deduction cap caused residents between 2018 and 2025. For many, the cap was quickly maxed out by property andREAD MORE
Tax Planning
In 2025, the U.S. tax landscape went through a significant transformation. On July 4th, the sweeping One Big Beautiful Bill Act (OBBBA) was signed into law. OBBBA began as an effort to prevent the sunset of key tax provisions fromREAD MORE
Key Takeaways: The One Big Beautiful Bill Act, which was signed into law on July 4, introduced significant changes related to taxes, healthcare, and retirement. Certain provisions are temporary or time-sensitive, with additional changes coming in 2026. Learn about someREAD MORE
Key Takeaways When you turn 73, something important happens with your retirement accounts. After years of letting your money grow tax-free, you’ll need to start taking annual withdrawals called required minimum distributions (RMDs). Think of RMDs as a natural nextREAD MORE
Do you plan to retire in California or move elsewhere in retirement? Strategizing when to take Social Security Income (SSI) benefits and how they will be taxed once you start claiming them is a component of a successful retirement plan.READ MORE