Further Reading
Learn more about your financial interests.
California Taxes We Pay
California Taxes We Pay APRIL 12, 2024 | PRESSBANNER.COMWednesday Kirwan grew up in the Midwest but moved to California to raise her daughter with...
Death and Taxes in the Santa Cruz Mountains
Death and taxes misshape the legacies we mold with our lives and values. As a widower, I advise survivors to honestly accept pain and meditate…
The ABCs of American Taxes
Some Santa Cruz Mountain residents have taxes so simple they fit on form 1040 alone–wages and pensions–and they don’t need…
Employee Stock Options Bring Wealth and Tech to the SC Mountains
To design the coolest toys in the smallest boxes, local tech firms offer engineers and managers not just quarter million dollar salaries…
Landlord Tax
Chairman Mao once paraded landlords before crowds to their deaths and many today would confiscate landlord’s control over property…
Entrepreneur Tax
Starting one’s own business is an archetypal American dream and I have personally prepared Schedule C proprietorships as…
Home Finance for San Lorenzo and Scotts Valleys Today
Low supply and high demand explain pricing: rapid industrial expansion with high salaries impacts housing while zoning ordinances limit new…
Financing Home Care in the Santa Cruz Mountains
As a paraplegic planner, I have faced the need for part-time in-home assistance while simultaneously having the CFP financial expertise.
Financial Therapy: On the Couch for your Planner
With culture and psychology preceding economics, we ask if money brings clients freedom, power guilt, social connection…









