Tax Planning

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

At tax time, it can become painfully obvious how much of your hard-earned money is sent to the government. Income from your investments can be a big contributor to your tax bill. Wouldn’t it be nice if we can keepREAD MORE