Blog

Top Hat Tax’s 6 Negotiation Tips To Get What You Want
Well, the brackets are set -- and the nation's collective basketball madness has begun. Billions fly around every year for this tournament (probably much of it not reported on Form W-2G!), and it's become a huge part of this season, as you no doubt know. But there is...
Top Hat Tax & Financial Services’s 2017 Tax Preparation Checklist
Lots of things have been changing recently -- from Academy Award ratings (they're down), to mortgage rates (which have been rising), to the effective tax rates for most businesses and families in 2018 (which, you may have heard, have changed!). But we here at Top Hat...
3 More Reasons Why More San Diego Families Don’t Have Estate Plans
The Winter Olympics are finished and we are fully immersed in our tax preparation process. We've been enjoying the opportunity to reconnect with so many longtime friends from San Diego who trust us with their most sensitive financial details -- and we don't take that...
Estate Planning For Dummies: Two Estate Planning Myths Debunked For San Diego Families
I'm not sure there is very much I could say that could add anything to the conversation about what happened last week in Parkland, FL. It seems that every time something like this happens, we grieve for shorter and shorter amounts of time and move on ever-more quickly...
2018 Tax Refunds Have You Confused? Top Hat Tax & Financial Services Provides Clarity
We are cranking along with tax return preparation here at Top Hat Tax & Financial Services, and there are some interesting things that you should know about from Tax Land (that wild, scintillating world that it is). Look -- it is our J-O-B to handle this junk so...
5 Tips To Think More Clearly About Financial Decisions For San Diego Taxpayers
Despite that title, it has, in fact, been a relatively smooth first week of tax filing here at Top Hat Tax & Financial Services. San Diego clients have been streaming through our doors, and we've been enjoying our little mini-reunion with so many longtime friends....
Five Common Retirement Strategy Mistakes We’ve Seen in San Diego
The IRS just began receiving tax returns this week, and we are cranking and grooving along, finding all kinds of savings on behalf of our San Diego clients ... as well as chomping at the bit to help them on THIS year's taxes. Truly, the more I take a look at this tax...
Are DIY Taxes Truly Free For San Diego TaxPayers?
If you watched any football over the weekend, you probably saw this year's version of the popular tax software maker* touting "free taxes" or some such. Not only was the commercial fairly disturbing (it involves impalement of a person played as a joke), but the...
Common Sense Taxpayer Information Security for Top Hat Tax & Financial Services Clients
We're gearing up for tax season around here, already beginning to help certain San Diego clients get their returns ready for filing (yes, this early) when the IRS begins allowing receipt of electronically-filed returns on the 29th of this month. And while we have been...
Top Hat Tax’s 2018 Tax Preparation Checklist
Yes, you *thought* 2017 was in the rearview mirror, didn't you? Well, not for the IRS it isn't. That's because, as you probably know, we are now beginning the process of doing what we do best: effectively, legally, and ethically reporting our clients' financial lives...
4 Goals To Jumpstart Your Financial Freedom In San Diego In 2018
It feels VERY good to turn the page on 2017, doesn't it? There were so many hard things that we faced as a nation that the opportunity to start fresh feels particularly bright this week. Obviously, and as I've already written about in some detail, we have a brand new...
4 Key Year-End Tax Strategies With Tax Reform In Mind For San Diego Taxpayers
We're in that annual holiday lull during which most of the country takes things real easy, tries to recover from all of the parties, and gears up for a new beginning. For tax professionals, however ... well, let's just say that we don't often get a "normal" holiday...