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California Tax Updates for 9/16
Update 1: Moving out of California? The CA Franchise Tax Board (FTB) acknowledges that a variety of factors have led to many...
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Retirement & Wealth
Selling a Home: Will You Owe Tax on the Profit?
Many homeowners across the country have seen their home values increase recently. According to the National Association of Realtors, the median price...
Planning for Year-End Gifts with the Gift Tax Annual Exclusion
As we approach the holidays and the end of the year, many people may want to make gifts of cash or stock...
IRS Additional Guidance Addresses COBRA Assistance Under ARPA
In Notice 2021-46, the IRS recently issued additional guidance on the COBRA premium assistance provisions of the American Rescue Plan Act (ARPA)....
There’s Currently a “Stepped-up Basis” If You Inherit Property — But Will It Last?
If you’re planning your estate, or you’ve recently inherited assets, you may be unsure of the “cost” (or “basis”) for tax purposes....
Can Taxpayers Who Manage Their Own Investment Portfolios Deduct Related Expenses? It Depends…
Do you have significant investment-related expenses, including the cost of subscriptions to financial services, home office expenses and clerical costs? Under current...
