On Election Day 2020, California voters narrowly approved Proposition 19 (“Prop 19”), a constitutional amendment designed to change the way that tax assessments can be transferred. Although the amendment covered many different areas, those most likely to benefit from Prop 19 (or notice its changes) are 55-and-older homeowners, the severely disabled, or victims of a natural disaster who are trying to sell their homes or those buyers whose property tax may be reassessed.1, 3
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What Should California Residents Know About Proposition 19?
Tuesday, January 12, 2021
New Year's Resolutions to Get Your Finances in Order
Tuesday, January 05, 2021
New Year's is traditionally the time to review your life and make resolutions for change. In addition to thinking about working out, eating healthy, and meeting personal and professional goals, you should also think about your finances. To make the most of the New Year, keep the following tips in mind.
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2020 has been one of the most unprecedented years in recent history, but some things—like tax contributions and retirement deadlines—don't change much, if at all. And with the uncertainty surrounding just about everything, meeting these deadlines and getting tax efficiencies in place now may help the rest of the year run more smoothly. Read on for several things you'll want to accomplish before 2020 draws to a close.
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