Tax Planning

It’s December, and the holiday season is upon us once more. It can be a busy time of the year, and the remaining days of 2017 can go by in a flash. There is a lot of uncertainty about taxREAD MORE

The San Diego region is known as one of the most generous communities nationwide. In fact, Charity Navigator named San Diego America’s Most Charitable City. Wise charitable giving helps ensure our generous gifts count and make a difference. But asREAD MORE

A popular economic theory suggests that if tax rates are at zero or 100%, the government will raise no revenue in either case. At 100%, all income goes to the government so there is no incentive for people to work,READ MORE

2017 promises to be a very interesting year. What will the Donald Trump presidency and the Republican majority in Congress mean for your taxes and your investments? No one can say for sure. But that’s why it’s so important toREAD MORE

Last month I wrote about the basic rules of giving and lending money to family members. Click here to read our blog article, “6 Rules of Lending Money to Family Members” In this article, I outline some additional considerations: theREAD MORE