3 Issues to Consider After Filing Your 1040 on July 15th
The tax filing deadline for 2019 tax returns was extended until July 15 this year, due to the COVID-19 pandemic. Now that your 2019 […]
IRA for a Nonworking Spouse
It’s often difficult for married couples to save as much as they need for retirement when one spouse doesn’t work outside the home — perhaps so that spouse can […]
Deductibility of Student Loan Interest
The economic impact of the novel coronavirus (COVID-19) is unprecedented and many taxpayers with student loans have been hard hit. The Coronavirus […]
There’s Still Time to Make a 2019 IRA Contribution
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 […]
IRS Payment Options for Those Owing Taxes
In a News Release (IR 2020-48), the IRS has provided a list of payment options available to taxpayers who need to […]
What Qualifies as a “Coronavirus-Related Distribution”?
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 […]
COVID-19 Individual Tax Questions Answered
The Coronavirus (COVID-19) pandemic has affected many Americans’ finances. Here are some COVID-19 individual tax questions answered.
Residency Audits on Departing Californians
In the attached audio clip (click on photo above to listen), Spidell Publishing’s “California Minute” […]
Keep Life Insurance Out of Your Estate
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 […]
2019 Gift Tax Return Deadline is Coming Up
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 […]
