Individuals

Paying the SALT Workaround Tax

March 7, 2023December 21, 2021

THE LOGISTICS: PAYING THE SALT WORKAROUND TAX We previously sent you information about the details of the SALT cap work around, or Pass-Through Entity (PTET) on November 8, 2021. Here is a brief recap and a link to the full article: The Franchise Tax Board has now published the PTE Elective Tax Payment Voucher (FTB 3893) on November 1, 2021. The voucher may be used by S corporations and partnerships to … Read more

3 midyear tax planning strategies for individuals

March 8, 2023July 26, 2017

In the quest to reduce your tax bill, year-end tax planning can only go so far. Tax-saving strategies take time to implement, so review your options now. Here are three strategies that can be more effective if you begin executing them midyear: 1. Consider your bracket The top income tax rate is 39.6% for taxpayers with taxable income over $418,400 (singles), $444,550 (heads of households) and $470,700 (married filing jointly; … Read more

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