Blog

SECURE Act 2.0: RMD Changes & More for Orange County, California Savers
The President and Speaker of the House finally made some forward movement on the debt ceiling this holiday weekend. A couple big takeaways: Decreased IRS budget (20 billion less than the projected 86 billion previously allotted by the American Rescue Plan)An...
Your Orange County, California Tax Friend’s Thoughts on Navigating a Banking Crisis
Crisis is a word that gets used a lot these days. Especially in headlines. It’s loaded with meaning… and feelings. These days you might find yourself spinning out with something like panic, dread, fear, anxiety, and any variety of mental/emotional...
Bank Failure Lessons Orange County, California People Should Learn
Urgency is a tyrant. Especially when things go awry related to your money. You’re motivated to defend it with an iron grip … even at the expense of your overall state of mind.That’s how the banking “crisis” has a lot of people feeling right now. If you’re...
Consider This When Loaning Money to Family or Orange County, California Friends
Loaning money to family is tricky. There’s a minefield of complications that can be set off with one step in the wrong direction. Our own government is a perfect example. We’ve got a hefty debt, and we’ve borrowed A LOT from other nations to subsidize our...
Your Orange County, California Guide to This Aspect of Digital Estate Planning
Despite its flash-bang struggles the past year, cryptocurrency is still an investment a lot of Orange County, California people are willing to make right now, albeit tentatively… and with good reason. The dissolution of FTX and the volatility of the banking world...
Accountable Solutions’s Guide for How Long to Keep Tax Documents
Things are pretty interesting over at Twitter right now. The removal of blue ticks from the accounts of well-known public figures and companies has some scrambling to prove authenticity (including the New York City government – yikes!). Not to mention all...
Easy Ways to Manage Money, Orange County, California Strugglers
Did you travel for spring break? I know it’s come and gone for most Orange County, California families and college students. Maybe you traveled, maybe you didn’t, or maybe the nice weather has you planning for summer.You know when you’re returning home from a...
Do All Orange County, California People Pay Taxes on Social Security Benefits?
We’re in the last leg of the regular tax season here. My office has been working overtime (often literally) cranking out returns for our Orange County, California clients. If you haven’t touched base with us yet, and still need to process and file your paperwork,...
Need Extra Time to File Your Taxes?
Spring has truly sprung in Orange County, California, and also did you know that we’re two weeks away from the tax deadline?Here at Accountable Solutions, the home stretch means our heads are all wrapped up in paperwork, but we’re still able to notice that lawn mowers...
Understanding the Gift Tax and Estate Tax
Reading emails sent by the IRS isn’t exactly keep-you-up-at-night fare.But there’s something about reading about scammers that I find oddly satisfying.And they (the IRS) has continued to send out mass warnings in their “Dirty Dozen” series, shedding light on the shady...
Crowdfunding Campaigns: Bass’s Tax Thoughts
Spring is officially here — hello daylight past 7 pm and enjoying the sun a little bit after work, too. And that makes everyone happier.And as tax season rolls along here, we’ve been meeting with a bunch of Orange County, California clients, submitting returns, and...
Considerations for Choosing a Orange County, California Tax Advocate
There has been a lot of market noise about Silicon Valley Bank (SVB). When a huge bank (#16 in the country) is taken over by the feds, it’s worth at least a mention.But here’s my quick take:Unless you are a CFO of a startup or you actually live in the Silicon Valley...