News & Articles
IRS List of Tax Scams in 2022
Tax season may be over but tax scams happen all year round. Recently the IRS released their Dirty Dozen tax scams list and it may be
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How To Get A Tax Deduction From Investing In Your Health
As tax season rolls around, virtually everyone is looking for ways to minimize their tax bill. When the Tax Cuts and Jobs Act passed in
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Tax Scams to Watch Out For Post Tax Season
Tax season is a busy time of year for adults. When it comes to your finances, you want to be certain that you are filing
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A Guide to Tax Filing for Seniors
As you age, tax season continues to be the one annual event that you spend the rest of your year preparing for. When it’s time
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5 Scams That Steal From Elderly Seniors
As the most experienced CPA in the Inland Empire specializing in caring for the financial and personal needs of elderly seniors, I have seen and heard
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5 Signs You Need to Help Your Parents With Their Finances
For those of us with living parents who are elderly seniors, it is possible that they will one day need help with their finances. Adult
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How to Help Your Clients Find The Financial Assistance They Need
How to help your clients find the financial assistance? As we age, our mental capacity to handle our own finances diminishes. You may notice your
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How Can I Support My Elderly Parents From Another State?
There comes a time in everyone’s life where the roles we play with our parents reverse. They have always taken care of you, but as
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Special Needs Trusts: Consider These Things
If you’re a parent of a special needs child, you want to be sure that they are taken care of. A special needs trust (SNT)
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What Can a Special Needs Trust Pay for in California?
For people with disabilities, government benefits are critical to their ability to survive and finance basic life necessities. But survival is the bare minimum, and
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