October 25, 2022 Tax liability is, for many, a key criterion to consider when deciding where to retire. California is a high-tax state, and many retirees are understandably looking to lower their tax burden when they no longer have a steady stream of earned income to buffer that expense. We advise caution here. While one … Continued
October 25, 2022 If you’re in the market for an electric vehicle (EV), you’re probably already aware that the recently signed Inflation Reduction Act puts into place some new rules around EV tax credits—some of which make it harder to claim the full credit after the end of this calendar year. But with some careful … Continued
October 25, 2022 In the classic Judy Garland movie Meet Me in St. Louis, the children of the Smith family gather with their friends for an evening of revelry, which includes the performance of the catchy tune “Skip to My Lou”. While there were many children in the Smith Family, and though it seems Mr. … Continued
August 24, 2022 Jeff Abadie, Senior Wealth Manager and Shareholder of Sand Hill Global Advisors, joins Robyn Ginney, family law attorney and Partner at the law firm of HartGinney LLP, to discuss a common question that intersects both family law and financial planning: can I keep the primary home after divorce? They discuss the financial … Continued
July 13, 2022 When you consider your future retirement, you may have specific ideas and preferences in mind. Perhaps one such preference is retiring in another country. While doing so can be full of fascinating possibilities and great happiness, there are specific things to be keenly aware of when structuring your successful retirement plans. • … Continued
April 29, 2022 In the fall semester of 2020 (the most recent available data through the Education Data Initiative), roughly 15.9 million undergraduate students were enrolled in American universities or colleges. Though there have been slight declines in enrollment over the past couple of years, millions of students will continue to pursue postsecondary education in … Continued
April 29, 2022 Two years after making significant, often unclear and even confusing changes to Required Minimum Distribution (RMD) schedules for non-spouse inherited IRAs, the IRS recently issued a proposal with additional guidance, which may come as an unpleasant surprise to many. The proposal will likely not be finalized until later this year, but the … Continued
February 3, 2022 If you’re considering selling your business and want to use a strategy that provides ongoing and periodic liquidity, and smooths out the taxation of a sale, an installment sale may be the solution. There are several reasons this type of sale is implemented, but first, let’s explain what it entails. An installment … Continued
February 3, 2022 Tax planning is all about implementing a strategic plan when managing an estate or planning for retirement. That said, it’s challenging to create an infallible plan, given the possibility of changes within the federal government every couple of years. Of course, the current uncertainty surrounding potential tax changes this year, especially after … Continued
February 2, 2022 When we are young, it is challenging to appreciate an aging process that results in loss of mental capacity and/or death of our loved ones. This happens to some of us more quickly than others. The emotional difficulty of dealing with an ailing or deceased spouse is obvious, yet through client interaction, … Continued