Trump tax contains more than the itemized deductions and child taxes I previously discussed; he sought votes from modest earners…
Trump Tax Benefits for Rich and Modest Taxpayers
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Tax Planning Articles
Asset Flipping to Avoid Taxes
Tax involves words more than numbers, and CPAs and CFPs evade math beyond Algebra I. Yes, readers can flip taxable investments into…
Child Taxes After Trump Reforms
Now kids will be born with tax deductions and savings checks! Without these, parents save for children after taxes up to 37%…
Small Corporations in Financial Planning
Many taxpayers build lasting companies with solid reputations and solid liability protection. Corporations, profit or nonprofit, are single or…
Itemizing Trump Tax Deductions for 2025
Trump’s One Big Beautiful Bill Act (OBBBA) passed Congress and now figures into your 2025 tax returns with blatant Schedule A tax…
Partnerships and LLC Planning
Partnerships, filing March 17, enable two or more individuals or business entities to work together as a single business. Partnerships enable…
Planning Strategies with Trump’s “Big, Beautiful Bill”
Planning became possible when Donald Trump signed off a mega bill, which simultaneously decreases taxes and welfare spending while discouraging…
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…