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| Dear , Here are your Articles for September 30, 2026. |
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| Tax Relief Expands for Disaster-Related Casualty Losses |
A casualty loss tax deduction can benefit taxpayers whose homes or personal property were damaged in eligible federal- or state-declared disasters. And a recently enacted law has codified and extended temporary relief and granted tax-free treatment to certain wildfire relief payments. We provide a detailed update.
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| Avoiding Challenges To Your Estate Plan |
One of your goals when drafting your estate plan is to provide for a smooth transfer of your assets to your loved ones. The last thing you want is there to be confusion or hurt feelings after the reading of your will. Worse yet, a family member may consider contesting your will. This article examines steps you can implement now so that there's less of a chance your estate plan will be challenged after your death.
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| Why Contingent Beneficiaries Matter |
A beneficiary is the person you legally designate to receive the benefits from your trust, retirement plan account or life insurance policy. Naturally, you name your primary beneficiary, but it's equally important to name contingent beneficiaries. If your primary is unable to receive the asset, it will go to your contingent beneficiary. If you fail to list a contingent beneficiary, your plan for a certain asset may go awry.
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| Consider Your Options for Claiming Social Security |
If the prospect of retiring is in your near future, you should know what you can expect from Social Security. The size of your monthly benefit check may be determined by various factors, including marital status, lifetime earnings and the age at which you retire. Before you decide when to start receiving your Social Security benefits, take a look at these claiming strategies and how they can affect your financial future.
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Maggie Yang, CPA,CFP®, MBA
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801 E Chapman Avenue
Suite 105
Fullerton, CA 92831
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| 714-680-6104 |
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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.
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