Financial Resources & News

Lower the Amount of Taxes You’ll Pay for Life

This white paper discusses tax planning from a federal estate and gift tax perspective for 2022 and many of the techniques discussed could reduce your overall income tax burden. * In the white paper we discuss: Making gifts to children and grandchildren while incurring little or no gift tax;Avoiding gift tax reporting by making direct tuition payments for any individual;Excluding from gift taxes...

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Tax Planning Opportunities with 529 College Plans

With potential tax changes on the horizon, funding a 529 college plan deserves careful consideration. 529 college plans allow an individual to donate up to $15,000 per year for each beneficiary ($30,000 per year for married couples). With the potential increase in income taxes and capital gains taxes, 529 plans could be favored since invested funds are free of both income and capital gains taxes...

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Relief for the $10k SALT Cap for Californians

By:  Paul Horn, CFP®, CPWA®, Senior Financial Planner We have seen recent legislation pass in California called Assembly Bill 150 (AB 150) that will provide a way for some business owners to be able to get around the $10,000  cap on the itemized deduction of state and local taxes (SALT) on federal tax returns. Until the Tax Cuts and Jobs Act (TCJA) passed in 2018, individuals were able to deduct...

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