However, sadly, you may in fact be paying more than you have to – – especially now that the President’s “Tax Cut and Jobs Act” has caused many Californians’ federal income taxes to go up in 2018. (If you haven’t filed your 2018 return yet, I’m sorry to inform you that you may be rudely awakened when you do!)
My point is this. We may be able to help you navigate the new tax laws and significantly cut your income taxes, if any of these apply to you:
You have interest and dividend income totaling over $50,000
You are near to or over age 70, and have IRA accounts with a total value over $200,000 (if you are married, over $200,000 combined)
You regularly make charitable donations of over $10,000 a year
You have CD’s, stocks and bonds (outside of IRAs) worth over $500,000
You have stocks, rental real estate or a business that you’re thinking of selling, which have appreciated more than $250,000
You have over $100,000 of income on your Schedule C (self-employed business) or Schedule E (rental real estate, LLC or Subchapter S Corporation)
Free Estate Planning Seminars
We Believe An Educated Consumer Make Better Estate Planning Decisions
The earlier in the year that you pursue tax planning, the more you’ll be able to save. So, even if you put your 2018 return on extension until October, don’t wait til then to come in!
Here’s Your Next Step
Call now 1-800-731-3623 and ask for Karrie to set up a free income tax planning consultation with a professional advisor of our affiliated firm of Pence Wealth Management (located right next to our office). It will definitely be worth an hour or so of your time to potentially save hundreds or thousands in taxes!
Helping clients with customized estate planning guidance and trust & estate administration for over 44 years.
Post A Comment
Attended a a free seminar several years ago and decided to use this law firm to set up our trust. Things have changed since we first did our trust and we thought we better revisit it and are glad we did. Our Attorney Peter, pointed out things we forgot about and may want to change. He answered all our questions and was knowledgeable.
Definitely recommend anyone interested in creating a trust to at least attend one of their seminars.Regina H.
Very impressed with the knowledge, expertise and professionalism of this firm. My husband and I just finalized our estate plan after taking a long time to get our affairs in order. Our attorney, Peter Keon was patient with us and we appreciated that so much! The office, waiting room and building is beautiful and located in an easy and convenient location nearby the 405 freeway. The staff was kind and welcoming when we walked into the office. Peter Keon is meticulous, organized and detailed oriented. He ensures that you cover all the bases without leaving any stones unturned. He guided us throughout the process and is great with explaining any confusing items on the estate plan in layman terms. We feel so relieved to have our estate plan done in the best hands in the industry! Thank you so muchVita P.
They helped me put my Dad's estate in order, after his death. I recommend them for trust and estate planning.Jess C.
Top estate planning law firm. follow with you and keep your family trust up to date, do not create trust and leave you. highly recommend for family trust. My lawyer has been with me entire time and knows what to do to protect your assets to give to your family as you decide. And nobody knows but you.Jon D.
Always get great service and advice from KMO. Been a client for 40+ years.Thom W.
What Are My Rights As A Beneficiary? | Free Download
Request your free book "What Are My Rights As A Beneficiary" from Kavesh Law. In this helpful free resource we explain what beneficiaries absolutely must know.
Free Report: Why Can't I Speak With My Parent's Attorney About His or Her Estate Plan?
In this free report, experienced CA Estate Planning Lawyer Phil Kavesh explains why children can't speak to their parent's lawyer about their estate plan.
The 10 Biggest Estate Planning Mistakes People Make
In our free guide, a California estate planning attorney explains common mistakes people make when creating their estate plans and how to prevent them.
The Questions You Should Ask When Choosing Your Estate Planner
In our free guide, a California estate planning attorney explains which questions to ask before selecting the person who will create your will or living trust.
