Category: taxes

New Tax Filing Deadline

By: Montgomery Taylor

Mar 23, 2020

The Federal and California governments announced today that the 2019 tax filing deadline has moved from April 15 to July […]

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Withholding: Good Practices for Optimum Results

By: Sandy Loewen

Sep 28, 2019

How do you measure the success of your tax filing? It seems to be a common preconception that success of […]

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Things You Can Do to Prepare for This Year’s Taxes

By: Josalynn Kirby

Sep 28, 2019

The 2018 Tax Law changes have been a largely talked about subject during 2018 and into 2019 as people prepare […]

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Help – I Received an IRS Notice!

By: Sandy Loewen

Sep 28, 2019

Ah, summer — ‘tis the season … and I’m not talking about Christmas, but the season for receiving IRS notices! […]

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The information contained in this site is for illustrative purposes only and is based on a general viewpoint of our typical clients. The information should not be construed as investment recommendations. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for an investment portfolio. Please consult with a qualified professional to determine the best approach for your situation. Past performance is not indicative of future results. Montgomery Taylor Wealth Management is a Registered Investment Advisor with the California Department of Business Oversight.