Certifications: CPA, CFP®, ADPA®
Insights
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Capital Gains Tax
How does capital gains tax work? How might your tax bracket and additional lines of income be affected by it? In this video, David Garcia, CFP/CPA tells you what you need to know to make sure you’re not paying unnecessary fees come tax time.
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Capital Gains Tax Brackets: More Complicated Than You Think
Your Tax Bracket is a Product of Economics and Personal Finance For a long time, capital gain taxes were pretty straightforward. If you purchased property for investment and held it for more than a year, the government taxed any gain at a lower rate than they would ordinary income. In recent years, however, changes to the tax…
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Take Advantage of the Historically High Estate and Gift Tax Exemptions
Estate Planning Services Take Care of the People You Love With all the challenges 2020 has thrown at us, it’s easy to forget that this is an election year. We’re now less than 100 days out from election day with a real chance of both the White House and Senate changing hands. No matter who…
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CARES Act: What that means for your 2020 Required Minimum Distributions
The Coronavirus Aid, Relief, and Economic Security Act (CARES) was signed into law by the President on Thursday March 26, 2020. This sweeping stimulus package was passed in response to the economic threat caused the COVID-19 pandemic. The CARES Act has many different sections, but, in this blog, we are going to focus on the…
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