June 23, 2023 Reading and Interpreting Financial Statements
The income statement, balance sheet and cash flow statements are three important tools that you can use to analyze your... View Article
Planning
June 23, 2023 
June 16, 2023 Inherited Property Tax Treatment
It can be difficult to plan for and navigate the changing legal landscape when you are deciding how to pass... View Article
June 9, 2023 Strategies to Avoid Taxes on Property Sales
If you own a real estate property and plan to sell it soon, there are many strategies that can allow... View Article
May 26, 2023 Ratio Analysis
This article will cover some of the most common financial ratios, which can be found using income statements, cash flow,... View Article
May 19, 2023 What Type of Business Entity Should I Start?
This article will address some of the common types of companies that you can form, including a sole proprietorship, limited... View Article
March 18, 2023 Roth 401K and Roth IRA Accounts
This article will discuss some of the benefits of Roth 401K and Roth IRA accounts and determine which type of... View Article
January 15, 2021 Portability Ensures that Couples Receive Full Benefit of their Estate Tax Exemptions
The term “portability” describes a provision added to the federal estate tax law in 2010 that allows the surviving spouse’s... View Article
December 30, 2020 Revocable vs. Irrevocable Trusts for Estate Planning
Trusts have long provided an estate planning tool for individuals and couples with significant assets who are seeking benefits beyond... View Article
Everything You Need to Know About End-of-Year Taxes
The festive month of December not only marks the season of family gatherings, for entrepreneurs and self-employed professionals all over... View Article
LLCs and Sole Proprietorships
Over the past few years, an increasing number of Bay Area workers have embraced the gig economy and begun operating... View Article
Will Filing as an S Corporation Reduce the Tax Bill of a Business Owner?
My business clients often ask me whether they would see a tax benefit if they converted their business to an... View Article
What are the Tax Consequences of Your Business’s Succession Plan?
When it comes to succession planning, small business owners usually try to address everything from maintaining day-to-day operations to ensuring... View Article