Blog

Tom Bass on How (and Why) to Invest in Savings Bonds

Tom Bass on How (and Why) to Invest in Savings Bonds

The economy has caused some turmoil as of late. Markets haven’t been kind for the last couple weeks, and it is yet to be seen what impacts the student loan relief will have on the economy at large (if it, indeed, doesn’t get struck down by legal challenge). And...

Tom Bass’s Tips on Tracking Subscription Services

Tom Bass’s Tips on Tracking Subscription Services

87,000. All weekend I’ve seen that number flashing through the headlines – and I’ve seen the panic on the part of some of my Orange County, California clients. A quick recap, if you’re in the non-news-imbibing crowd:The perhaps-Orwellian-named Inflation Reduction...

Tom Bass’s Tax Planning Tips for 2022

Tom Bass’s Tax Planning Tips for 2022

The British saying “Keep calm and carry on” seems like a good motto to live by in uncertain times like these. Still, a little freak-out about what lies ahead is totally normal, even expected.Plunging ahead through the rest of 2022, which is most likely to be rough...

Gas Savings for Every Orange County, California Driver

Gas Savings for Every Orange County, California Driver

There’s something truly American about the summer family road trip. Piling into the car with your luggage and favorite snacks in tow, getting out on the miles and miles of paved road, gazing at the stretches of wild scenery (or maybe just fields and cows)... it’s all...

Tom Bass’s Saving Tips – More Than Not Spending

Tom Bass’s Saving Tips – More Than Not Spending

Raise your hand if you’re still waiting on a response from the IRS about your refund. With the now 21.3 million returns piled up in the IRS’s inbox, it’s no wonder. Know that you’re not the only taxpayer in that group.And I wish there was more my office could do to...

A Why Estate Planning Now Take by Accountable Solutions

A Why Estate Planning Now Take by Accountable Solutions

Yeah, we all know that old adage about death and taxes (one with which I’m intimately familiar in my line of work).Yet so few people think to plan for either inevitability. We seem to have an obsession with avoiding them – and believe me, I get it. And I’m obviously...