Do you want to save more for retirement on a tax-favored basis? If so, and if you qualify, you can make a  2019 IRA contribution for the […]

In a News Release (IR 2020-48), the IRS has provided a list of payment options available to taxpayers who need to […]

As you may have heard, the Coronavirus Aid, Relief and Economic Security (CARES) Act allows “qualified” people to take certain “coronavirus-related distributions” from their retirement plans without […]

The Coronavirus (COVID-19) pandemic has affected many Americans’ finances. Here are some COVID-19 individual tax questions answered.

In the attached audio clip (click on photo above to listen), Spidell Publishing’s “California Minute” […]

If you have a life insurance policy, you probably want to make sure that the life insurance benefits your family will receive after your death won’t be […]

If you made large gifts to your children, grandchildren or other heirs last year, it’s important to determine whether you’re required to file a 2019 gift tax […]

If you own a home, the interest you pay on your home mortgage may provide a tax break. However, many people believe that

Nearly everyone has heard about the Economic Impact Payment (EIP) that the federal government is sending to folks to help mitigate the effects of […]

Earlier this year, the IRS has announced in IR 2020-4 that it had launched the Gig Economy Tax Center […]