Planning became possible when Donald Trump signed off a mega bill, which simultaneously decreases taxes and welfare spending while discouraging…
Planning Strategies with Trump’s “Big, Beautiful Bill”
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Tax Planning Articles
Tax Dimensions of Retirement Savings
Once standard, today government employees and 15% of private workers get Defined Benefit Plans with slow vesting and definite formulaic retirement…
Local Tax Impact in Santa Cruz County
According to the Tax Foundation, California is 34th in the country—not last—in property taxes and Proposition 13 gives us an effective tax rate of…
Taxing the Rich? How the Wealthy Maneuver to Pay Less Than Others
Published in the Press Banner, Feb. 14, 2025 Plans to extend tax cuts focus on...
Planning for Deficits with Trump and Harris
Behold: the CFP as economist advising you! Your psychology and economic perspective define your plan but the planner shares…
California Taxes We Pay
California Taxes We Pay APRIL 12, 2024 | PRESSBANNER.COMWednesday Kirwan grew...
Death and Taxes in the Santa Cruz Mountains
Death and Taxes in the Santa Cruz Mountains MARCH 29, 2024 |...
The ABCs of American Taxes
ABCs of American Taxes MARCH 15, 2024 | PRESSBANNER.COM Some Santa Cruz...
Landlord Tax
Terry Adams is a successful real estate investor who found time to manage a...