Tag Archives: podcast
Tax Planning for Next Year; Digital Assets; Loan Modification & Deed-in-Lieu Programs; Trusts & Trustees
As the dust of this year’s tax season settles, our thoughts have already started to drift toward preparing next year’s returns. It is never too early to consider how to pay less taxes (or to be better prepared for next … Continue reading
Posted in Asset Protection, Filing Your Tax Return, Loan Modification, Tax Return Preparation
Tagged Android, Apple, back taxes, back-up system, beneficiaries, benefit deductions, borrower, call-in show, Deed-in-Lieu, digital files, distressed properties, estate plan, file tax returns electronically, fireproof container, foreclosure, HAFA, Home Affordable Foreclosure Alternatives, IRS audit, IRS2Go, lender, liens, Living Trust, loan modifications, maximize deductions, minimize taxes, mobile device, paper receipts, pay less taxes, paycheck stubs, payroll deductions, podcast, probate minimum, professional relationship, receipts, record-keeping, Scan, short sale, social site account, status of your refund, tax deductions, Tax Preparer, tax professional, tax refund, transfer real estate, Trustees, underwater real estate
Leave a comment
Whitney Houston Update; IRS Publishes “Fresh Start” for Struggling Taxpayers; California Residency
We are in the heart of tax season, so naturally we have recently been addressing many related issues. We wish we had time to discuss them all on our weekly radio and web broadcast on KDOW 1220 AM, and then … Continue reading
Posted in Asset Protection, California Trust Law, Estate Planning, Estate Tax, Family Law, Filing Your Tax Return, Income Tax, Probate, Radio Show: Wealth Preservation and You, Tax Law, Trust Administration, Trusts & Estates
Tagged Bay area, California Franchise Tax Board, California resident, California state income tax, Connie Yi, Estate Planning, estate planning attorney, estate taxes, executor, Facebook IPO, family law, federal law, Fresh Start, Income Tax, inter vivos trust, Internal Revenue Service, IRS initiative, IRS.gov, KDOW, legal residency, Living Trust, LLC, MP3, Nevada, Pleasanton, podcast, Probate, probate court, probated will, professional tax adviser, San Francisco, San Jose, San Mateo, settlor, Silicon Valley, social networking, struggling taxpayers, tax season, telecommuter, testamentary trust, W-2, What Ifs, Whitney Houston, will trust
Leave a comment
Community Property vs. Separate Property in California: Why the Facebook IPO Makes This Topic Relevant
It is fairly well-known that one of the primary reasons for divorce is a downturn in a married couple’s financial situation. The hardship of survival without enough money to pay your bills will put a strain on even the happiest … Continue reading
Posted in Asset Protection, California Real Estate Law, Estate Planning, Probate
Tagged Affidavit of Death, California Estate Planning Attorney, California property law, commingling, Community Property, Connie Yi, disown any interest, Divorce, Facebook IPO, Facebook stock, financial boom, financial bust, gift from parent, inheritance, Joint Tenancy, Joint Tenant title, KDOW 1220 AM, Living Trust, major cause for divorce, married couple, Palo Alto, Pleasanton, podcast, radio show, re-insure title, Recorder’s office, registered domestic partners, San Francisco, San Jose, San Mateo, Separate Property, Silicon Valley, states that recognize community property, sudden wealth, Tenancy in Common, Tenancy in Common title, title company, transmutation, webcast
Leave a comment
