Strategies to reduce all forms of taxation for you and your business
Welcome to our website, where we have created a place to help you gain a better understanding of the financial concepts behind Asset Protection, Business Succession, Charitable Planning, Corporate & Personal Tax Reduction, Employee Benefits, Estate Planning, and Family & Corporate Guidance. We work with advisors and clients alike, in our home state of California, as well as, nation-wide. Most importantly, we hope to enhance the value of working with skilled professionals to pursue your financial goals. We hope you take advantage of this resource and visit us often. We frequently update our information, to help you stay abreast of new developments in areas we cover.
Newsletters
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				Versatile 529 Plans Can Help with More than Just College529 plans were originally created to save for college, but Congress has expanded the ways these plans can be used, making them a more flexible and versatile savings vehicle. 
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				Important Tax Breaks for Pass-Through BusinessesSome owners of pass-through businesses may be able to deduct up to 20% of their qualified business income and/or take generous deductions for investing in qualified property. 
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				Look Out for Observation CareThe use of observation care, during which a patient may be in a hospital room with hospital services but is not officially admitted, has raised concerns for both patients and providers. 
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				Why Renters Should Have Their Own InsuranceYoung renters who are just striking out on their own may not realize that a landlord’s insurance policy typically will not cover the destruction or loss of the tenant’s possessions. 
Calculators
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        Taxable Equivalent YieldCalculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield. 
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        Cost of RetirementUse this calculator to estimate how much income and savings you may need in retirement. 
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        Required Minimum DistributionsEstimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73. 
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        Savings AccumulationEstimate the future value of your current savings. 
 
             
             
             
								 
								 
								