How Can I Reduce My California State Income Taxes?

California is well-known for its high taxes. Depending on your income, you could be looking at a hit as high as 13.30% come tax time. But what can you do about it?  In this article, we’re going to list out several...

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Advice for Year End Financial Planning

ERecognition for your work should be a celebrated achievement. Especially in a community filled with talented professionals that strive to be the best in their respective fields. When people search for financial advice, they look for a respected firm...

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Tax Planning: Tax-Wise Financial Planning

In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. But tax planning isn’t just for your investments. Life happens. Often, we cannot predict its next moves....

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Tax Planning: Tax-Wise Investing

In our last piece, we introduced some of the tools of the tax-planning trade. These include tax-sheltered accounts for saving toward retirement, healthcare, and education, as well as tax-efficient tools for charitable giving, emergency spending, and estate planning. It’s one...

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Tax Planning: Common Tax Saving Tools

Whether you’re saving, investing, spending, bequeathing, or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome. No wonder people get nervous when there’s lots of talk about higher taxes, but little...

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