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Financial Insights

A Return to ‘Normal’? The State of Real Estate in 2022

Last year was one for the real estate history books. The pandemic helped usher in a buying frenzy that caused home prices to soar nationwide by a record 19.9% between August 2020 and August 2021.1 However, there were signs in the fourth quarter that the red-hot housing market was beginning to simmer down. In the …

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When do you…update your trust, consult a Realtor or hire a CPA?

The information is all great but if your time is limited, click the times below to jump to a specific question. 0:21 CPA Q1 – Is home office deduction affected during Covid? 2:03 CPA Q2 – Do CPA’s have specializations like attorneys?” 5:02 T & E Attorney Q1 – What happens to minor children without …

When do you…update your trust, consult a Realtor or hire a CPA? Read More »

Leaving California?

Leaving California has consequences. Planning a move out of state requires more than packing furniture. Find out the key financial actions to take before you make that move to help retain your wealth. Thank you Soojin Kim, Esq. Estate Planning Attorney and Terra Van Zant, CPA for the valuable insights that you provide!