How Your Property Taxes this Year Could be More than You Expect

October 24, 2014

If you’re a California property owner that obtained a reduced assessment in prior years, there’s a chance you could be in for an unpleasant surprise when you see your next property tax bill. Most property owners are used to seeing their property taxes increase slightly…

How CA Shareholders can Save Over $1,000 with SDI Exclusion

December 23, 2013

In the state of California, if you are the sole shareholder (other than your spouse) and officer of a corporation, you could save over $1,000 by electing to exclude your corporate wages from State Disability Insurance (SDI) withholding. After we wrote about this topic last…

TOP YEAR-END TAX TIPS

December 11, 2013

With the higher tax rates passed by Congress for 2013, it’s likely that many top earners will owe a lot more in taxes.  Pre-year-end tax projections are a must if you want to minimize the impact of these major changes – and time is running…

How to Receive 100% Tax-Free Gain from Startup Investments

November 25, 2013

With the recent introduction of the 3.8% Medicare tax and the increase in maximum long-term capital gains tax rates, investors might be feeling a little discouraged.  Yet, not all is lost!  As the Richard Welling team likes to say, “Every cloud has a tax-free lining…

How to Create a Tax-Free Supplemental Retirement Fund

April 10, 2013

We are in the throes of making sure all of our clients are taken care of for April 15th. I have been telling many of them about a last-minute tax planning idea and thought I would share with a wider audience. In general, you have…

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