Financial Alternatives, Inc.

Listening...it never gets old. And it's a core principle of ours here at Financial Alternatives.

It may seem tempting to shout out to the whole world when you're vaccinated, but please consider the safety risks of doing so.

Nice to see this creative display of support for mask safety in our community.

We are saddened at the senseless violence recently towards Asian American and Pacific Islanders, and hope that peace will be swiftly upon us in a world without injustice.

Happy International Women's Day!

In this blog we cover the basics of how step up in basis works in a community property state such as California, and what the common mistakes are that people make (that should be avoided).

You often hear about how if you are in a community property state, everything should be registered as community property. But that is not the case if you have an asset that has a big loss. Watch this video to learn why.

In this article, we’ll review some of Prop 19’s basic provisions as related to California tax code and go over a hypothetical case in which this new law is impacting the decisions made by families regarding inherited property.

In this video you’ll learn the 3 things you’ll need to know if you are considering your company’s deferred compensation plan.

Victory! Exciting news for #California business owners! Business owners in the state of California who have been hit hard by the pandemic may avail themselves of the resources that the government has made available to them.... California Relief Grant Program Governor Newson recently announced the creation of a $500 million COVID relief Grant for small businesses that have been impacted by COVID. Main Street Small Business Tax Credit Qualified businesses may receive a credit of $1,000 for each additional qualified employee they hired between 4/1/2020 to 06/30/2020 as compared to 07/1/2020 and 11/30/2020. California Rebuilding Fund If your business has less than 50 employees and had gross revenues of less than $2.5 million in 2019, you may be eligible to apply for a CA Rebuilding loan.

When you inherit assets, it can be confusing to understand how much, if any, tax you will potentially have to pay on them. In this blog, we are going to discuss what California residents need to know about step-up in cost basis. https://www.financialalternatives.com//step-up-in-cost-bas

Happy holidays everyone and here's to a better 2021!

Happy Thanksgiving from the Financial Alternatives team!

The future is murky but here are some ideas as to what 2021 tax changes may look like. https://www.cnbc.com//heres-whats-ahead-for-president-elec

In the wake of the recent election and the emotional unrest that has ensued, it is beneficial to recall our past writings on this subject. #election2020 #uspresidentialelectionresults