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In Honor of National Philanthropic Day (November 15th 2014)…
Have you considered charitable giving as a tax planning strategy for 2014? It's that time of year again! As we enter into...
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Resources & Insights
Practical guidance, timely updates, and strategic thinking from our team— because informed decisions lead to better outcomes.
Latest Articles
Tax Relief for California Earthquake Victims
NAPA, Calif. — Victims of the earthquake that occurred Aug. 24, 2014 in parts of California may qualify for tax relief from...
IRS Automatically Extends Filing for Certain Estates Electing Portability
In estate planning, the concept of "portability" of a deceased spouse's unused exclusion (DSUE) amount is relatively new. For decedents dying after...
Casualty Loss Deductions for Natural Disasters
As a California resident, most of us probably know someone who has suffered some kind of property loss courtesy of an earthquake....
Linkenheimer 35th Annual Golf Tournament 2014
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You Can Unwind Roth IRA Conversion Before October 15, 2014
The market has generally been up since 2013, but if the value of your IRA has declined since your 2013 conversion date,...
