Author Archives: Susan Matz

2018 Year-End Tax Planning & Tax Update Conference
November 30, 2018

2018 Year-End Tax Planning & Tax Update Conference The year-end can be an intimidating time...

Should I Do My Own Taxes or Hire a Professional?
November 17, 2018

Tax time is here again.  How should you file your taxes? Should you file your...

SAVE THE DATE! Year-End Tax Planning + Tax Update Conference
October 3, 2018

Date: Thursday, November 29, 2018 Time: 8:30am – 12:00pm Location: Brea Community Center – 695...

Tax Guideline to Charitable Donations
September 21, 2018

Not all charitable donations are created equal.  Some donations are deductible on your income tax...

Like-Kind Exchanges
September 6, 2017

General The name of the game is to defer, defer, defer, and hopefully never pay...