Download Our Free 2023 Tax Guide

Get your copy of the South Bay Asset Strategies 2023 Tax Guide.

Every year, inflation adjustments shift the tax code. Inflation surged in 2022, so some of the changes for tax year 2023 are large. South Bay Asset Strategies has a handy tax guide for the 2023 tax year (not your 2022 tax filing due this year by April 18). Get your copy today.

Update on the Hartrums and some mid-year to-dos for you

Wow! Look at what we have gone through for the first half of 2020. Economically and socially, we’ve seen one of the biggest roller coaster rides in modern history. These certainly aren’t easy times. I’ve had lots of phone conversations and Zoom videoconferences with my clients. Frankly, I’m impressed with their resilience throughout these volatile […]