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Please note that the information below is subject to change at any time by further guidance from the IRS and Treasury or further legislation from Congress. The content provided herein is based on our interpretation of the CARES Act and is not intended to be legal advice or provide a

Proposition 19 passed during the 2020 election by a slim 2.2% margin. This Proposition, which changes parts of Proposition 13 and Proposition 58, affects the way we currently pass appreciated property down to our heirs and presents a planning opportunity for many Californians. Real estate in California is taxed

Just in case you didn't know ... time to vote !!! Voting feels a lot less ritualistic this year with the mail-in balloting, but that does not diminish the weight of our civic responsibility. The opportunity to find a smattering of humorous “voting in the time of Covid” memes will

Office Status We are up and running, as well as anyone can be, in accordance with the health protocols passed down by both the State of CA and San Diego County. We continue to encourage teleconference and web conference versus an in-person meeting, but we can certainly meet in person

“We feel LPL’s robust and flexible wealth management platform will be a large value-add for our clients.” Steve Pollock LPL Financial LLC, a leading retail investment advisory firm, independent broker-dealer and registered investment advisor (RIA) custodian, today announced that Reason Financial has joined LPL Financial’s broker-dealer and hybrid

A lot has changed since our initial blog post on the Paycheck Protection Program that was signed into law on March 27, 2020. In order to give you the most up-to-date information, I am going to touch on the most important updates in this article and provide trusted resources for