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Tax Strategy

We are an Orange County investment management and tax strategy firm that has developed a national reputation serving sudden wealth clients with financial planning.

How To Put Your Tax Refund to Work

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Should your refund be saved? According to a TD Ameritrade poll, 47% of U.S. taxpayers expect a refund this year. What do they plan to do with the money? The answers may surprise you. While 15% of the survey respondents indicated they would spend their refunds on discretionary purchases, 47% said they would save the…

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2013 Charitable IRA Rollover Returns

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Give & receive a tax break. Schools, hospitals and other non-profit organizations are welcoming the return of the charitable IRA rollover – an opportunity that lets a traditional IRA owner aged 70½ or older donate up to $100,000 to charity with a tax perk attached. This donation can accomplish two very significant things: the IRA…

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Your Taxes & The Fiscal Cliff Deal

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Several tax hikes, some tax breaks. Now that the fiscal cliff deal assembled in Congress is becoming law, it is time to look at some of the tax law changes that will result. Here are the major details in the bill, which will bring significant tax hikes to some households in an effort to increase…

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Can You Create Your Own Defined Benefit Pension Retirement Plan?

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Contrary to popular belief, classic pension plans have not disappeared. Corporations have mostly jettisoned them, but highly profitable small businesses are giving them a second look. Why are many small business owners deciding to adopt old-school, defined benefit pension retirement plans? The tax breaks may be substantial. In fact, if these plans are funded with…

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How Will Congress Resolve the Big Tax Questions of 2013?

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Decisions must be made. In the next couple of months, Congress will address several major tax matters. Here are the big tax questions looming. The Bush-era income tax cuts. Will the current 10%-15%-25%-28%-33%-35% federal tax rate structure give way to 15%-28%-31%-36%-39.6% tax brackets in 2013? After the election, some analysts feel a compromise will be…

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Tax Efficiency In Retirement

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How much attention do you pay to this factor? Could you end up paying higher taxes in retirement? Do you have a lot of money saved in a 401(k) or a traditional IRA? If so, you may be poised to receive significant retirement income. Those income distributions will be taxed. As federal and state governments…

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