Tax Code

Should You Go Solar?

Asphalt shingles are so 20th century. Take a peek at roofs these days and there’s a good chance you’ll spot solar panels. By the end of 2020, roughly 2.7 million solar panel systems had been installed on American homes, and … Read More

IRS Penalty Relief for 2019 and 2020

If you owe penalties for 2019 and/ or 2020 there is some good news for you. The IRS will be waiving those penalties and this will happen automatically. If you don’t receive a refund of penalties you paid nor letter … Read More

New Tax Laws Passed

The President signed into law the Further Consolidated Appropriations Act, 2020. This Act not only prevented a government shutdown, but also passed many tax provisions. ExtendersThe Act passed the following: Retroactive reinstatement for the mortgage insurance premium (PMI) deduction and … Read More

Charitable Contributions – Almost closed out!

Happy Holidays! Like a lot of companies, my team and I plan out our charitable giving annually.  We like to pick the organizations we’ll donate to and then, make those contributions throughout the year.  Think about things like Breast Cancer … Read More

Getting The Most From Your 401(k)

Happy Holidays, We’re getting dangerously close to the end of 2019, but there’s still time to add to your 401(k) if you haven’t maxed out your contributions this year.  Just to remind you, if you’re under 50, you can save … Read More


While the U. S. tax law that was passed last year is giving homeowners some new options, California homeowners and renters could receive more tax breaks under a proposed initiative for the November 2018 state ballot. The reason is simple, … Read More

How Much Does the Tax Code Change From Year to Year?

Over the last 10 years the Tax Code has changed an average of 442 times each year. Source: IRS SOI Tax Stats – Individual Income Tax Returns Publication 1304 Sincerely,