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Author: John Daspit

Capital Gains Strategies California’s Wealthy Overlook (But IRS Watches Closely)

Capital Gains Strategies California’s Wealthy Overlook (But IRS Watches Closely) Half of California’s high-net-worth taxpayers are paying unnecessary 6-figure capital gains taxes every year, often due to simple mistakes or missed moves. Meanwhile, IRS audits for capital gains are up 58% since 2023, with the highest scrutiny on real estate, closely-held business exits, and complex […]

Estate Tax Rate California: The Critical Shifts High-Net-Worth Families Can’t Ignore in 2025

Estate Tax Rate California: The Critical Shifts High-Net-Worth Families Can’t Ignore in 2025 Most wealthy Californians assume they’re safe from estate taxes because the state doesn’t currently impose its own—but ignoring the estate tax rate California could be a million-dollar mistake. Legislative proposals are already in motion, and when the 2026 federal exemption rollback hits, […]

Unlocking Advanced Tax Write-Offs for 2025: Strategic Moves for Businesses and Taxpayers

Unlocking Advanced Tax Write-Offs for 2025: Strategic Moves for Businesses and Taxpayers Advanced tax write-offs in 2025 aren’t just line items—they’re high-impact opportunities that most business owners and high-income individuals ignore or misuse. With tax law changes tilting in favor of proactive filers, the stakes have never been higher. We’re talking thousands in lost savings […]

Creative Professional Tax Preparation Orange County: Why Most Artists Overpay $8,200+ in Taxes (and How to Stop Bleeding Cash)

Creative Professional Tax Preparation Orange County: Why Most Artists Overpay $8,200+ in Taxes (and How to Stop Bleeding Cash) Creative professional tax preparation Orange County is an untapped goldmine, yet most artists, designers, and creatives unwittingly hand the IRS thousands year after year. There’s a persistent myth that you can’t ‘really’ write off artistic expenses, […]

You’re Not a Typical Taxpayer: Advanced 2025 Tax Planning for Hybrid W-2/1099 Californians

You’re Not a Typical Taxpayer: Advanced 2025 Tax Planning for Hybrid W-2/1099 Californians Most “dual-earning” Californians—those juggling W-2 and 1099 income—dramatically under-optimize their taxes. They miss $7,000 to $18,000/year in entitled deductions, fall into compliance traps, and stay audit-anxious. The fix? Strategic [hybrid W-2/1099 tax planning]—a method that aligns both income streams under the latest […]

2025 Estate Tax Planning Strategies for California’s Wealthiest

2025 Estate Tax Planning Strategies for California’s Wealthiest The 2025 tax year presents a pivotal opportunity for high-net-worth individuals in California to take decisive action on Estate Planning. With the federal estate tax exemption set at $13.99 million per individual ($27.98 million for married couples), residents are uniquely positioned to transfer wealth efficiently—especially in a […]

Why California High-Net-Worth Individuals Must Master 2025 FTB Audit Triggers and Compliance

Why California High-Net-Worth Individuals Must Master 2025 FTB Audit Triggers and Compliance California high-net-worth individuals face intensified scrutiny from the Franchise Tax Board (FTB) in 2025, with 2025 FTB audit triggers now more aggressive and data-driven than ever. Leveraging systems like the Enterprise Data to Revenue Project (EDR2), the FTB cross-references financial details across federal […]

Your Property Tax Bill Is Probably Wrong—Here’s How to Challenge and Cut It

Your Property Tax Bill Is Probably Wrong—Here’s How to Challenge and Cut It   Here’s a shocker: In 2023, over 60% of Property Tax Assessment appeals in major U.S. markets succeeded—mostly for owners who checked one thing: their assessed value was way off from reality. That means homeowners, landlords, and investors are putting up with […]