Etsy Shops: Goldenbeequilts and DressingEllie Meet our client Deborah Manser. Deborah started two Etsy Shops, Goldenbeequilts and DressingEllie a couple of years ago. Her Goldenbeequilts shop features children's nursery and toddler sized quilts, as well as some laptop throws and quilted totes for children, crafts, travel,...
California proposition 19 becomes effective on February 16, 2021 and allows homeowners over age 55, disabled or wildfire/natural disaster victims to transfer their primary residence tax base (assessed value for property taxes) to a new residence in California. It also creates a state fire protection...
The markets have certainly been interesting this year with no shortage of suspense and drama. While the major indices are at or near their all-time highs, recently we have seen a handful of stocks come to national attention. What began as chatroom buzz on a...
These newsletters have contained their fair share of adjectives to describe the past twelve months and for good reason. 2020 was truly remarkable – from escalating geopolitical tension to start the year (i.e. US and Iran) to a global pandemic to heightened racial tensions to...
We wanted to make sure all of our clients are aware of the CARES Act provision to forgo taking required minimum distributions (RMDs) in 2020. The IRS has also come out with guidance that allows for any distributions taken thus far in 2020 to be returned...
We don’t need to recite the obvious. You all know by now that COVID-19 has impacted our lives in many ways. Whatever disruption it has caused in your daily lives, we certainly hope you and your loved ones are healthy. This letter is long but has...
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