New budget agreement brings additional tax changes

March 2, 2018

The ink on the Tax Cuts and Jobs Act (TCJA), which swept in a tidal wave of changes to federal tax rules, had been dry for only seven weeks before Congress passed more legislation that could affect many taxpayers. The Bipartisan Budget Act of 2018…

Don’t be a victim of tax identity theft: File your 2017 return early

January 17, 2018

The IRS has just announced that it will begin accepting 2017 income tax returns on January 29. You may be more concerned about the April 17 filing deadline, or even the extended deadline of October 15 (if you file for an extension by April 17)….

Congress passes biggest tax bill since 1986

December 20, 2017

On December 20, the House passed the reconciled tax reform bill, commonly called the “Tax Cuts and Jobs Act of 2017” (TCJA), which the Senate had passed the previous day. It’s the most sweeping tax legislation since the Tax Reform Act of 1986. The bill…

Trump’s and House Republicans’ Tax Proposals – Actions to Consider Before Year End

December 7, 2016

Attempting to predict proposed tax rules before they are enacted into law can be fraught with peril. Nevertheless, 2017 is likely to see a seismic shift in federal income tax, and possibly gift and estate tax rules. Beginning January 20, 2017, the Republican Party will…

New office serving Orange County!

April 28, 2016

We are excited to announce the addition of our new office in Newport Beach! We have clients who already call Orange County home – so opening this new office is a natural extension of our focus on serving clients with complex financial products and real…