FREE INFORMATIONAL SERIES

I'll be speaking for the Moving Seniors Forward informational series presentation on Thursday evening October 19th 6pm at the Janss Marketplace in Thousand Oaks. Come join me to hear this great information and enjoy the food and entertainment. Let me know if you can come! Hope to see you there! … [Read more...]

Organizing Your Tax Documents

GETTING YOUR TAX DOCUMENTS READY   You can make Tax Time easier with an early start. Maximize your deductions with planning and organization. By gathering your records as they arrive, you can make this a simple process allowing you to prepare your returns and receive your refunds … [Read more...]

MOST SHOCKING TAX RESULTS

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MY CLIENTS’ TEN MOST SHOCKING TAXABLE EVENTS Covered California Healthcare The IRS reconciles your Health Insurance Premium based on Income measurements.  If your Income has increased, you may end up paying the Government back their subsidy.  Avoid this by using techniques to keep your … [Read more...]

MARGINAL and EFFECTIVE TAX RATES

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UNDERSTANDING THE US PROGRESSIVE INCOME TAX SYSTEM Misunderstandings about two different types of tax rates often create confusion in discussions about taxes. A taxpayer’s average tax rate (or effective tax rate) is the share of income that he or she pays in taxes. By contrast, a taxpayer’s … [Read more...]