The settlement decided who gets what. It didn't decide what to actually do with it. Here's where to start with the house and the retirement account.

Your divorce is final, but tax season still has questions of its own. Here's how filing status, dependents, and alimony actually work once you're on your own return.

A house that's been in the family for decades can trigger a property tax bill that's four or five times what your parents paid. Here's what actually determines whether that happens to you.

Your portfolio may still be built for a marriage that's over. Here's how to think about rebuilding it around your own goals, timeline, and risk tolerance.

The settlement closed one chapter. Here's what to actually do with your finances in the twelve months that follow.

Three siblings, one house, three different opinions about what to do with it. Here's how step-up in basis changes the math and what to sort out before anyone makes a decision.

If you're in a higher bracket than you used to be, the way you invest may need to change too. Here's what tax-efficient investing actually looks like in California.

The $800 franchise tax catches almost every new LLC owner in California by surprise. Here's what it actually costs to keep one open, and when it's still worth it.

Retirees over 70½ can give directly from an IRA to their church without the distribution counting as taxable income. Katherine Leonard, CPA, CFP®, explains how qualified charitable distributions work.

Not sure how to bring up inheritance with your parents? Katherine Leonard, CPA, CFP®, shares how to start the conversation without it feeling morbid or greedy.

Inherited IRAs come with rules that trip people up fast. Here's what to know before you touch the account.

"Buy a car through your LLC and write off the whole thing" is one of the most repeated claims online. Here's the real rule, and where it falls apart.

If you run your own business, "give ten percent" gets complicated fast. Ten percent of what? Here's how I help Christian business owners in Newport Beach turn that question into a plan.

"It's a write-off if you talk business" gets repeated constantly online. Here's what's actually true for meals, entertainment, and charitable giving, and where that advice falls apart.

A childhood home comes with more than memories. Here's how to think through the financial side clearly.

The early months after losing a spouse come with more financial to-dos than anyone can process at once. Here's what actually needs attention now, and what can wait.

You've probably heard it on Instagram: form an LLC and suddenly everything becomes deductible. Here's what the rule actually says, and where that advice falls apart.

Many widows and widowers are caught off guard by a higher tax bill the year after losing a spouse. Katherine Leonard, CPA, CFP®, explains why this happens and what to do about it.

If your income has grown but your investing approach hasn't changed with it, you may be paying more in tax than you need to. Here's what to look at first.