Tax Control

In 2022, Democrats in Sacramento passed groundbreaking legislation that is reshaping California’s taxation landscape. This legislation introduced a second progressive income tax within the state, but through a unique avenue: restructuring electricity rates. By enlisting the Public Utilities Commission (PUC),…

Taxes may represent your greatest retirement risk, slashing spendable income and possibly increasing the chances of running out of money too soon. Dig into our taxes in retirement webinar, learn what risks you face and what tax control tactics –…

High and growing taxes probably represent one of the greatest threats to your wealth, retirement freedom, and financial security. Click in for our informative video class on smart tax and how to use tax law to legally reduce taxes and…

We were asked to develop a video class for physicians on the “super 401k” concept, which works just as well for non-health care business owners with the right tax profile. Regular 401(k)s are part of a tax-deductible retirement plan class…

Tackling the labyrinthine maze of U.S. tax regulations to file your return can already be headache-inducing. However, brace yourself for impending tax-related stress emanating from Washington in the near future. By December 31, 2025, crucial elements of the 2017 federal…

Electronic filing of tax returns, while convenient for many taxpayers, poses significant challenges and risks that are often overlooked. Despite its widespread use, e-filing is vulnerable to cyberattacks and can be less forgiving for taxpayers compared to traditional paper filing…

Owning a second home across state lines can raise eyebrows and invite scrutiny from tax authorities. With states becoming increasingly vigilant in pursuing potential tax evaders, it is essential to ensure compliance with state tax laws to avoid legal entanglements…