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Tax Planning

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Block illustration of an hourglass with diminishing sand, symbolizing the decreasing estate tax exemption.

Financial Planning, Individual Tax Preparation, Tax PlanningFebruary 20, 2024

Is Your Family Prepared? The Estate Tax Exemption Is Decreasing in Late 2025

A collage of hands holding various tax credit forms.

Business Tax, Tax PlanningOctober 9, 2023

Before Filing Form 3800: What Form Should You File First?

Line art person leaving California with suitcase

Individual Tax, Individual Tax Preparation, Tax PlanningSeptember 19, 2023

California Exit Tax: What High-Net-Worth Individuals Should Know in 2024

A block illustration of a hand donating a coin to a charity box with a heart symbol, representing charitable giving.

Financial Planning, Individual Tax Preparation, Tax Deduction, Tax PlanningAugust 17, 2023

Giving Back and Getting Back: A Guide to Charitable Donations and Your Taxes 2024-2025

Individual Tax, Individual Tax Preparation, Tax PlanningAugust 9, 2023

Form 1040: A Step-By-Step Guide To Gain Income Tax Return

A golden egg cracking open to reveal cash, with "20%" etched on the shell.

Retirement Planning, Tax PlanningAugust 1, 2023

Navigating Your Lump Sum Pension Payout: A Tax-Wise Guide