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Don’t Let Your Stockbroker Off the Hook When it Comes to Tax Planning

March 18, 2025

Don’t let your stockbroker off the hook when it comes to tax planning. Many people work with brokers when they buy and sell stocks. Many people now, because of the internet, also have become their own stockbrokers, doing their own research and trading on various platforms. Whether you use a professional or do

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Business Owners Worried About Planning Need to Do This!

March 12, 2025

Many of our clients are business owners and we often have conversations with them in and around the value of their business. It’s easy to pin a value number on a business based on emotion; after all if you have built a business from scratch or bought somebody else’s business

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Are Taxes Fair?

March 5, 2025

The answer to that might surprise you. Because, for the most part, the answer is yes.  However, sometimes they are only fair if you know how to “play the game”. Most people think only the wealthy can avoid paying income tax because they know how to play the game. Well, at a much lower

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Non-qualified Accounts As Tax Planning Tools?

February 26, 2025

When people save for retirement they almost automatically use accounts that avoid tax now. IRAs, 401(k)s, 403(b)s, 457s, all pretax retirement savings plans. Certainly, long term savings uninterrupted by withdrawals and the effect of compounding interest on interest earned is unarguably valuable, but doing that in pretax accounts is NOT

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Why Didn’t My Tax Preparer Tell Me That?

February 19, 2025

When you start tax planning with a new client, the first thing people often ask is why the accountant or CPA they are using doesn’t think or act the way you do in discussing the hunt for possible tax savings. After all, the current CPA is smart, trustworthy, running a

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Yes, You Can Change Your Tax Outcomes After December 31st!

February 12, 2025

At this time of year many people who were getting a refund have already filed their tax return. It leaves the remaining majority of folks who, despite having withholdings, are still going to owe additional tax. We talk a great deal about tax planning and changing behaviors to achieve better

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Understanding Federal Income Tax Brackets: A Strategic Guide

February 7, 2025

Navigating the complexities of the U.S. tax system is essential for effective financial planning. At Haven Tax Group, we help taxpayers understand how tax brackets impact their overall tax liability and provide strategies to minimize their burden. With a progressive tax system in place, the more you earn, the higher

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Proactive Tax Planning: A Strategic Approach with Haven Tax Group

February 7, 2025

Navigating the complexities of taxation requires a well-structured approach to minimize liabilities and maximize financial efficiency. At Haven Tax Group, we specialize in strategic tax planning designed to optimize your financial outcomes while ensuring compliance with the latest tax regulations. By taking a proactive stance, you can effectively reduce tax

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Simple Tax Tips Are Sometimes the Best

February 5, 2025

People often struggle with record keeping and are typically so busy that they are simply unaware of tools or services that have been developed that could greatly improve the recording of tax deductible expenses, mileage, etc. There are many topics we could cover here, but two that are universal. If

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9465 Wilshire Blvd, 3rd Floor
Beverly Hills, CA 90212

310-955-4TAX (4829)

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