9 Key Questions for Your 2017 Taxes by Tom Bass

2017 taxes

Now that extended returns have been filed, we set our gaze towards year-end around here, and on making sure that YOU are doing everything possible to ensure that your 2017 tax burden is as low as legally and ethically possible. I did receive some feedback and questions about the Equifax information I shared, and I should clarify that while I’m … Read More

adminBass9 Key Questions for Your 2017 Taxes by Tom Bass

A Credit Freeze How-To, and Why Tom Bass Recommends It Now

credit freeze

I hope you’re well today. This is the final week before extended returns are due (Monday, October 16th is the due date this year), so we are working hard with those clients who placed an extension on their filing to make sure that everything is set up and filed properly. So, it’s a busy week for us in our Costa Mesa … Read More

adminBassA Credit Freeze How-To, and Why Tom Bass Recommends It Now

Should You Set Up A Trust? 5 Questions For Costa Mesa Families

set up a trust

We all woke Monday morning to news of more senseless tragedy and horror, this time, as you no doubt have heard, from Las Vegas. Yet another picture of a kind of terror that I cannot fathom; imagine going to a simple music festival and suddenly having death rain down from the sky. Words cannot describe. Our hearts are with you, … Read More

adminBassShould You Set Up A Trust? 5 Questions For Costa Mesa Families

Tax Planning Strategies For Costa Mesa Individuals and Families

tax planning strategies

As a planner, I hate speculation. I would much rather plan for what I can control, and harvest the fruits without surprise. And that’s exactly what we do with our Costa Mesa clients — at least with those who are smart enough to take us up on it — we PLAN for the upcoming tax season so there are no nasty … Read More

adminBassTax Planning Strategies For Costa Mesa Individuals and Families

Tom Bass’ 2017 Tax Planning Guide

2017 tax planning

The third quarter of 2017 is officially behind us, and we are moving into the final portion of our year. The NFL is in full swing, school is back, and life begins to barrel at all of us in new ways. Believe it or not, the holidays are around the corner! (In fact, there have even been Halloween decorations popping … Read More

adminBassTom Bass’ 2017 Tax Planning Guide

Hurricanes, Tax Deadlines in Costa Mesa and Data Breaches

Data Breach

Our hearts and prayers continue with Houston, and with those in the path or wake of the western wildfires. And now, of course with the entire state of Florida. Fortunately, some of the most dire Irma scenarios did not play out, but we are still dealing with a storm that is the 7th-worst such storm ever to hit the mainland … Read More

adminBassHurricanes, Tax Deadlines in Costa Mesa and Data Breaches

Should Costa Mesa Parents Sacrifice Their Retirement for Their Children’s College Debt?

College Debt

As Houston continues to recover from the devastation of Harvey, if you’ve been paying attention, you also have gotten a bit of a refresher on the greatness of humanity when pushed against the wall. Aside from the outpouring of financial assistance flying towards Houston, here is another short roundup of humans doing wonderful things: An armada of private boats headed … Read More

adminBassShould Costa Mesa Parents Sacrifice Their Retirement for Their Children’s College Debt?

Preparing a Disaster Plan In Costa Mesa

disaster plan

All of our hearts are with Houston, and the areas surrounding that have been devastated in the past few days. It feels a bit like Katrina did, though the true measure of the disaster is still yet to be understood (as in New Orleans). What *is* clear is that many lives, businesses, and families have been radically altered. How have … Read More

adminBassPreparing a Disaster Plan In Costa Mesa

Summer Chaos, Total Eclipse and Bass’s Key Reminders

total eclipse

How was your TOTAL ECLIPSE experience? Did you get to see the totality? Did you travel for it? Would love to hear about your experience. Well, the world is still standing, even after all of the chaos that we’ve been experiencing as a nation. Social media remains an extremely divided (and divisive) place right now and even the upcoming football … Read More

adminBassSummer Chaos, Total Eclipse and Bass’s Key Reminders

Bass’ Key Reminders for the Chaos in Charlottesville, Politics and Abroad

Charlottesville

Open (and evil) racial violence in Charlottesville. Political turmoil all over Washington. An ever-inflating stock market. War drums from North Korea. TOTAL SOLAR ECLIPSE. Every summer, it seems we hit a point in which it feels like everything is fraying at the edges and we’re in danger of falling apart. Not only do we seem to be more divided than … Read More

adminBassBass’ Key Reminders for the Chaos in Charlottesville, Politics and Abroad