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What Will the New Tax Laws Mean for You or Your Business?

Posted on February 08, 2018 by Suzanne Carroll

In December 2017, Congress passed a comprehensive tax overhaul. With several hundred pages of new tax regulations on the books and tax season just around the corner, Bay Area residents and business owners are eager to learn what the revised code will mean for them. We spoke with Russell Barnett, EA, CTC, a Diamond Certified tax consultant, to help make sense of these new rules.

Businesses Will Be Most Affected by the Tax Overhaul

“The biggest changes to the tax code affect how business income is taxed,” says Mr. Barnett. Read more

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Money Matters: Managing a Loved One’s Financial Affairs

Posted on July 21, 2016 by Chris Bjorklund

My brothers and I are fortunate to still have our 95-year-old mother in our lives, but we do have a lot of responsibility for her physical and financial well-being. We’ve helped her with estate planning, medical directives and investments, and we manage her bills, doctors’ appointments, medications, and caregivers. My older brother, a certified public accountant, has power of attorney. Like most families, we have a lot going on and it can be overwhelming at times.

Despite our collective efforts to keep things organized and do advance planning, we’ve had some glitches. Read more

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Posted in: Consumers, Personal Stories, Savvy Tips
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Money Matters: Teach Your Children Well

Posted on February 16, 2016 by Chris Bjorklund

When my kids were little, my husband and I wanted to make sure they started learning how to manage money. Their allowances and gift money were divided into three categories: saving, spending and giving. It was a good exercise to ask them to think about how to allocate the funds on a regular basis (on a small scale, of course).

It turns out that a recent study underscores the importance of teaching your children about savings early in life. Researchers at the University of Kansas analyzed data from a large study of families dating back to 1968. Read more

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Posted in: Consumers, Savvy Tips
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Mind Games: The Psychology of Scamming

Posted on January 20, 2015 by Chris Bjorklund

Several weeks ago, I received a phone call from a representative who told me we had failed to pay for our newspaper subscription since September. He said I could pay the past due amount by credit card along with another three months in advance: a total of $400. I was so embarrassed about being late on the bill that I almost fell for the scam. Just a few days later, the San Francisco Chronicle ran a full-page ad warning subscribers that this particular company wasn’t authorized to offer renewals (almost double the usual amount) and to ignore the calls and notices sent by mail. Read more

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Posted in: Consumers, Savvy Tips
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Savvy Consumer Tip: Raising Your Credit Limit

Posted on April 09, 2013 by Chris Bjorklund

Watch this video to learn some helpful tips for bumping up your credit limit. Read more

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Savvy Consumer Tip: How to Avoid a Phony Check Scheme

Posted on December 07, 2012 by Chris Bjorklund

Watch this video to learn how to avoid falling for a phony check scheme. Read more

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Posted in: Savvy Tips
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