We are finding that many of our clients are unaware of the declarations published last month which extend both the California and federal tax filing deadlines for Californians who live in those counties which were impacted by the recent storms.
Published on: 03/08/2023 | Category: Taxes
Many retirees with a steady income from their 401(k) or traditional IRA accounts may have never considered a Roth conversion strategy. Other retirees might have looked at a Roth conversion in the past but thought it might not be for them because paying the required taxes up front can be a tough pill to swallow.
Published on: 08/23/2019 | Category: Financial Plan Taxes
A bill has been introduced to the California Senate (SB378) to introduce a 40% state estate tax. Unlike the federal estate tax which has a $11.4mn exemption, this proposed state tax would only have a $3.5mn exemption.
Published on: 05/10/2019 | Category: Financial Plan Taxes