Monthly Archives: January 2024

From Properties to Profits: Part One Mastering Taxes as a Real Estate Investing Pro!AUTHOR: MEGAN M. MILLER, EA, Associate Wealth Advisor, Towerpoint Wealth MEGAN M. MILLER, EA With a bachelor’s in Economics from UCLA, Megan began her career at Pricewaterhouse Coopers (PwC) in their individual tax group, primarily consulting and working with employees of Fortune …

Continue reading “Real Estate Investing From Properties to Profits, Part One 01.25.2024“

Navigating the Tax Laws to Maximize | Your Beneficiary’s Inheritance | Comprehensive Estate Planning When most individuals are establishing an estate plan, they generally only think about the tax consequences to themselves. But a truly comprehensive estate plan is one that takes planning a step further and considers the tax consequences the beneficiaries of the …

Continue reading “Maximizing an Inheritance Estate Planning 01.21.2024“

Estate planning documents specify how you want your assets distributed upon incapacity or death. The collection of these documents together is called an Estate Plan. Some people don’t believe they have an “estate,” and therefore, don’t need to create a plan. They see estate planning and wills as things reserved for the wealthy. In fact, …

Continue reading “What Estate Planning Documents Do I Need? 01.21.2024 “

By: Steve Pitchford, CPA, CFP®, Director of Tax and Financial Planning Dreading a Required Minimum Distribution, or RMD, from a retirement account? No doubt, it’s because of T-A-X-E-S. RMDs can be an unwanted by-product of contributing to and investing in retirement accounts such as 401(k)s, IRAs, 403(b)s, etc. And there are impactful and proactive tax …

Continue reading “There ARE Solutions for Required Minimum Distributions, RMD! 03.12.2024“