What Irvine Residents Need to Know About Filing Taxes This Year
What Irvine Residents Need to Know About Filing Taxes This Year Most Irvine residents think that simply filing on time is enough—but that’s how thousands end up leaving major tax savings undiscovered or making costly errors. In the race to avoid an IRS or Franchise Tax Board penalty, key opportunities are missed year after year. […]
Why Irvine Business Owners Overpay Taxes (And How to Stop in 2025)
Why Irvine Business Owners Overpay Taxes (And How to Stop in 2025) If you run a business, get a W-2, or own real estate in Irvine, the odds are high you’re overpaying your California and federal taxes by thousands—simply through preventable mistakes or not using all legal strategies allowed. This isn’t theory. KDA sees business […]
Estate Tax Rate California: What High-Net-Worth Families Must Know for 2025
Estate Tax Rate California: What High-Net-Worth Families Must Know for 2025 Most wealthy Californians assume estate tax isn’t a concern here because “California has no estate tax.” That belief could be costing families millions when federal rules shift—and leaving them open to overlooked risks as the political winds shift in Sacramento. In 2025, the landscape […]
Why the 2025 Estate Tax Rate in California Remains a Blind Spot for the Wealthy (and How to Turn It Into Your Advantage)
Why the 2025 Estate Tax Rate in California Remains a Blind Spot for the Wealthy (and How to Turn It Into Your Advantage) Most high-net-worth Californians believe the Golden State doesn’t tax estates at all. That’s half right—and dangerously misleading. If you hold $10M, $30M, or $100M+ in assets, 2025’s estate tax landscape is rigged […]
Unlocking the 2025 Senior Bonus Deduction: How California Taxpayers Can Save up to $12,000 with the New Law
Unlocking the 2025 Senior Bonus Deduction: How California Taxpayers Can Save up to $12,000 with the New Law Most Californians near retirement age think they’ve already hit their maximum savings potential. In reality, the 2025 Senior Bonus deduction is blowing a hole in that belief—creating a unique, high-value break for W-2 earners, retirees, LLC/S Corp […]
The $30K Planning Mistake: Why Most Californians Will Miss 2025’s New Tax Exemptions
The $30K Planning Mistake: Why Most Californians Will Miss 2025’s New Tax Exemptions The tax code is a minefield. In 2025, new federal and California rules mean if you’re not paying attention—or relying on outdated advice—you’ll likely leave $30,000 (or more) on the table. The One Big Beautiful Bill Act, an expanded estate/gift exemption, and […]