by Donna Stern | Apr 27, 2016 | Latest News
It is a common question how long to keep your tax records. But more importantly today you need to worry about keeping your records safe. Most of us usually store old records in boxes in the garage, but what if your house or garage is broken into. All of your...
by Donna Stern | Apr 16, 2016 | Latest News
Did you know that almost everything you own and use for personal or investment purposes is a capital asset? Capital assets include a home, household furnishings, stock, bonds and collectibles. Basically everything you own. When you sell a capital asset, the difference...
by Donna Stern | Feb 10, 2016 | Front slider
A human lifeline to help you do your taxes correctly, so you save the most money and avoid an audit.
by Donna Stern | Jan 10, 2015 | Latest News
Every US citizen must have health insurance starting 1/1/14 under the Affordable Care Act. You can buy it privately or through Covered CA (coveredca.com). There are some exceptions to the mandate, but if you don’t qualify and you don’t have insurance you...
by Donna Stern | Oct 15, 2014 | Latest News
Next estimates due April 15, June 15, September 15 and January 15. For state estimate you might want to pay it by December 31 if you itemize your deductions. Reminder, California estimates are not paid in equal installments. They are due April 15 30% of previous years...
