Blog
Darryl A. Hale, EA, MBA, MST’s Tax Planning Tips for 2022
The British saying “Keep calm and carry on” seems like a good motto to live by in uncertain times like these. Still, a little freak-out about what lies ahead is totally normal, even expected.Plunging ahead through the rest of 2022, which is most likely to be rough...
Gas Savings for Every San Diego Driver
There’s something truly American about the summer family road trip. Piling into the car with your luggage and favorite snacks in tow, getting out on the miles and miles of paved road, gazing at the stretches of wild scenery (or maybe just fields and cows)... it’s all...
Your San Diego Rundown for Calling the IRS
Do you remember the days of yore when you’d call someone and the phone would keep ringing and ringing with no answer? And you were okay with that because you’d just call them back later hoping to reach them? No? Oh yeah. Me neither. The world has changed.When you...
Contracting or Employee – How San Diego Job Seekers Decide
A lot of San Diego people say, “more money, more problems.” While that saying is partially true, I think a lot of us would be only too happy to get a little more green in our bank accounts considering the current inflation situation.Especially those working for...
Effects of Inflation: Plan for This, San Diego Investors
A lot of us San Diego investors are feeling the effects of inflation.And I want to help you navigate through it as best I can. This week, I want to take some time to break down how it could be affecting your investment portfolio.(But Darryl A. … I don’t HAVE an...
When San Diego Taxpayers Discover Unclaimed Property
“I’ve got a dollar. Hey, hey, hey, hey.” When you score a little extra cash suddenly, it’s hard not to do a little song and dance like the kids from Little Rascals. Even more when you discover some unclaimed property or asset you had long forgotten about. Or...
Darryl A. Hale, EA, MBA, MST’s Saving Tips – More Than Not Spending
Raise your hand if you’re still waiting on a response from the IRS about your refund. With the now 21.3 million returns piled up in the IRS’s inbox, it’s no wonder. Know that you’re not the only San Diego taxpayer in that group.And I wish there was more my office...
A Why Estate Planning Now Take by Top Hat Tax & Financial Services
Yeah, we all know that old adage about death and taxes (one with which I’m intimately familiar in my line of work).Yet so few people think to plan for either inevitability. We seem to have an obsession with avoiding them – and believe me, I get it. And I’m obviously...
Tax Documentation San Diego Filers Should Keep and Why
Yes, it’s true, San Diego friends… the financial markets look pretty rough as I write this, on top of a pretty rough end of last week. Inflation continues to wreak havoc … and the smartypants quants in Wall Street don’t seem to have confidence that the government or...
How San Diego Taxpayers Can Check Their Social Security Statement and Status
Are you stressed? Anxious?If so, you're not alone. As someone who is "in the trenches" with MANY San Diego families and small business owners (as well as plenty outside of our San Diego area), I'm hearing from many who are deeply struggling ... and who also find...
Top Hat Tax & Financial Services’s Guide to The Tax Benefits of Marriage (& Drawbacks)
Memorial Day always seems to be the mark of the start of summer: school’s out, San Diego pools open, backyard barbecues commence, and wedding season goes full tilt (I’ve got some insight on the tax benefits of marriage coming at you today)... Seems strange...
Multilevel Marketing Tips for San Diego First-Timers
Summer break. For San Diego school-age children, those are the two sweetest words in the English language. For parents, it’s … a mixed bag. You might have family vacations and cookouts and some memory-making planned, but it also means YOU are the one figuring out what...