February 21, 2018

Impact of Tax Law Changes on Real Estate Investments

The Tax Cuts and Jobs Act of 2017 has tax professionals working overtime in order to understand all the changes for this tax year. Not only does the new tax law impact working individuals and corporations, it also changes that effect real estate investments.

Changes to Bonus Depreciation

Previously, bonus...

February 6, 2018

Changes to Charitable Donation Tax Deductions, Exemptions, and Exclusions

The Tax Cuts and Jobs Act of 2017 retained seven tax brackets, but reduced tax rates per bracket, including a top marginal rate of 37%, down from 39.6%. Going forward, individual income tax brackets will be indexed for inflation, so brackets are expected to rise slightly less quickly...

January 17, 2018

A client recently forwarded us an article by Jason Zweig published in the Wall Street Journal titled “The 19 Questions to Ask Your Financial Adviser” (link here), and asked if we would answer those questions. Rather than make it a private conversation, we have posted our answers below:

1. Are you always a fiduciary, and will you state that in writing?

Yes a...

January 9, 2018

No doubt you’ve heard about the “Tax Cuts and Jobs Act,” the tax reform initiative that became law effective January 1st, 2018.  While tax professionals, investors, and even senators still figure out the finer nuances of this new law, the following is a brief summary of some of the key changes in the tax code enacted for 2018. As always, we highly recomme...

July 6, 2017

A donor-advised fund (DAF) offers an easy way for a donor to make significant charitable gifts over a long period of time. A DAF is similar to a private foundation but requires less money, time, legal assistance, and administration to establish and maintain. A DAF also enjoys greater tax advantages than a private foundation.

What is a donor-advised fund (D...

July 5, 2017

You should be aware of some of the tools available to defer the payment of taxes on your income. When tax rates are stable, it's wise for you to defer as much income as possible from one year to a later year in order to postpone payment of tax. This allows you the use of more money for a longer period of time. Postponing receipt of taxable income may also...

July 1, 2017

The need to take over your parents' financial life, especially if it happens suddenly, can be extremely stressful.

However, if you approach it one step at a time, you'll get a handle on what needs to be done.

Even if you're not at this point with your parents yet, this list can help you decide what to do now -- before anything happens.

Step 1: Find all of yo...

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Atomi Financial Group, Inc. is a California Registered Investment Adviser. Call us toll free at 888-533-9364.

Office location: 20 Executive Park, Suite 120, Irvine, CA 92614. Mailing address: P.O. Box 11687, Newport Beach, CA 92658.

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Please visit FINRA's BrokerCheck & SEC's IA Public Disclosure Database for information on Atomi Financial Group. Our CRD number is 171787.