|
|
Contact Us
|
| Dear , Here are your Articles for August 5, 2026. |
| |
|
| |
 |
| Charitable-Giving Tax Breaks Related to Your Vacation Home |
S'mores around the campfire, cannonballs in the pool — vacation homes can be used for many things. Owners may even be able to claim charitable-giving tax breaks related to their properties. But the rules are tricky, and the circumstances must be just right. We explore some of the pertinent details.
Full Article
|
|
 |
| Congratulations, You've Received an Inheritance: Now What? |
It can be exciting to hear that you're about to receive an inheritance from a family member. And while there's nothing wrong with using a small portion of your funds to buy something for yourself or family, it's important to have a plan in place to manage your newfound wealth. This article explains how an inheritance can affect your financial and estate plans.
Full Article
|
|
 |
| Is It Time To Review Your Beneficiary Designations? |
You've likely been told that an estate plan isn't a static document and that you should revisit it on occasion to determine if revisions are necessary. This is especially true after major life changes, such as a death, divorce or the birth of child or grandchild. During your estate plan review, it's essential to determine if your beneficiary designations are in need of revisions. This article provides best practices and lists potential pitfalls when reviewing beneficiary designations.
Full Article
|
|
 |
| Setting the Stage for Your Retirement |
Whatever your age, the future is closer than you think. An astonishing number of people head into retirement without enough thought or planning. If you don't want to be one of those people, here is a timeline of important issues to think about, based on your current age.
Full Article
|
|
|
|
|
|
|
Maggie Yang, CPA,CFP®, MBA
|
|
801 E Chapman Avenue
Suite 105
Fullerton, CA 92831
|
|
|
Contact Us
|
|
| 714-680-6104 |
|
|
|
| |
|
|
|
|
|
|
|
Our firm provides the information in this e-newsletter for general guidance only, and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. Tax articles in this e-newsletter are not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer. The information is provided "as is," with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose.
|
|
|
