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Effective Financial Documentation Strategies for South bay Taxpayers

Effective Financial Documentation Strategies for South bay Taxpayers

A few timely things to get to, before I offer you my thoughts on a good task for you to do this week… First of all, the IRS has apparently caught up on processing their backlogged mail that stacked up during COVID closures. Or, well enough, they say. That means that they are now resuming […]

Nine Crucial Questions To Prepare South bay Taxpayers For Their 2020 Taxes

Nine Crucial Questions To Prepare South bay Taxpayers For Their 2020 Taxes

First some important reminders for all South bay taxpayers, then I have a bunch of questions to which I’d like you to respond… Depending on when you read this, the October 15th tax return extension deadline (for families and individuals) is either VERY close, or just recently passed. Therefore … a word on filing — […]

Save On Your Taxes With Andre Sugars’s Nine Tax Planning Questions

Save On Your Taxes With Andre Sugars’s Nine Tax Planning Questions

Tax Pro World is abuzz about the increase of the Social Security wage base standard. Well, I should clarify — most of Tax Pro World is taking naps this week and not really thinking much about taxes whatsoever, ha! After all, that was one of the most epically intensive tax “seasons” I can remember, with […]

Tax and Financial Planning for Multi-Generational Caretaking for South bay Families

Tax and Financial Planning for Multi-Generational Caretaking for South bay Families

Say it with me: four more weeks. Four more weeks until this crazy election cycle is behind us and we can all return to normal here in South bay. Except, well, if it isn’t. With the way that 2020 has been going, we might as well emotionally prepare for that eventuality and uncertain election results. […]

Trump’s Tax Returns Are Not The Real Story by Andre Sugars

Trump’s Tax Returns Are Not The Real Story by Andre Sugars

Like many things political, one of the best ways to look at the tempest of the day is analytical bemusement. This is (always) especially true when it comes to tax issues. And I might have a take today that could surprise you. I am not interested in getting into political matters here (though this issue […]

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