December 2020
SB 1447 Credit Opened Up (And Going Fast)
We wanted to make sure you were aware of a potential California credit that just opened up that you might qualify for. If you do qualify, we recommend filing ASAP as the credit is on [...]
Taking Distributions From A Traditional IRA
Although planning is needed to help build the biggest possible nest egg in your traditional IRA (including a SEP-IRA and SIMPLE-IRA), it’s even more critical that you plan for withdrawals from these tax-deferred retirement vehicles. [...]
November 2020
Happy Thanksgiving From the Linkenheimer Team
It's been a crazy year, but during these trying times we wanted to take a minute to express our thanks and gratitude to our clients, friends, family and the community that we are so fortunate [...]
How Series EE Savings Bonds Are Taxed
Many people have Series EE savings bonds that were purchased many years ago. Perhaps they were given to your children as gifts or maybe you bought them yourself and put them away in a file [...]
Health Savings Accounts For Your Small Business
Small business owners are well aware of the increasing cost of employee health care benefits. As a result, your business may be interested in providing some of these benefits through an employer-sponsored Health Savings Account [...]
Californians Approve Prop. 19; Ending Major Property Tax Exemption
Californians narrowly passed Proposition 19 earlier this month with a 2% margin, essentially ending your ability to transfer real estate to your children free of property tax reassessment. The proposition has two fairly distinct parts. [...]