Tax Advice Santa Rosa – TAX PERKS OF YEAR-END CHARITABLE GIFTING
Help the causes you care about & help your finances in the process. An opportunity for you to give & save. As 2013 ends, you may be considering making one or more charitable gifts. In most instances, they are tax-deductible... Read More →
Tax Advice Santa Rosa – IRS RETIREMENT PLAN ADJUSTMENTS FOR 2014
Rules changes for IRAs, 401(k)s & other savings vehicles. The IRS has made minor adjustments to retirement plan limitations for 2014. As inflation has been tame in 2013, these COLAs aren’t dramatic; as a result, some retirement plans won’t see... Read More →