For those who reached the age of 70 ½ and are required by the IRS to take a mandatory distribution from their tax deferred retirement accounts, the first quarter of the year provides a good planning point to determine the most effective way to satisfy your Required Minimum Distribution (RMD) in 2014. The most common ways … Continued
The beginning of any new year is a time for resolutions, like eating well, exercising, and flossing regularly. It is also a good time to think strategically about your financial life and, if necessary, resolve to implement a seasonal planning process that could make you “financially fit” by year end. A good place to start … Continued
Much like the annual visit to the doctor’s office, year end is a good time to review the state of your financial health. Here at Sand Hill Global Advisors, we regularly discuss these topics with clients, as they are important reminders to keep you financially fit. • Year End Tax Planning. Consult your CPA or tax advisor … Continued
The current environment is providing much improved revenue generation for California government, as general economic recovery is leading to higher overall tax receipts from various sources. The real estate recovery in general plus the prospect in many locations of potential upward readjustments in property value assessments—beyond normal annual increases—are major contributors to this brighter income … Continued
It may already seem like a distant memory, but the last few months of 2012 were quite tumultuous as a result of the uncertainty surrounding the so-called fiscal cliff. Despite some significant unfinished business that got deferred to 2013—specifically the sequester and how to handle it—there were still many deliberate actions taken at the end … Continued