Maxon Financial

Reviewing some unexpected changes for tax planning.

1-11-21 - Analyzing Biden’s Latest “Build Back Better” Tax Proposal Tuesday, January 11, 2022 at 12:00 PM Pacific Standard Time

Important information about new tax laws.

November 2021 Chapter Meeting (Virtual) Attorneys Robert D. Vale, Roxanne T. Jen and Karishma Patel will explore the proposed tax law changes, how these changes impact estate planning and how the use of a Charitable Remainder Trust (CRT) can provide clients with the benefit of a lifetime payout as an alternative to the no-longer-available...

10-13-20 - Social Security and Medicare Updates: What Clients Need To Know Going into 2021 - WEBINAR Tuesday, October 13, 2020 at 3:00 PM Pacific Daylight Time

I will be attending this Financial Planning Association webinar to better understand available planning options in this unusual time.

5-12-20 - Financial Planning in the Time of Coronavirus: Making Lemonade Out of Holly Wilkerson Executive DirectorFPA of San Francisco 9630 Bruceville Road, #106-149Elk Grove, CA 95757Phone (877) 260-3218Email [email protected] Website www.fpasf.org