Oftentimes we meet new clients based on referrals, be it from their friends or peers, previous clients of ours, or even through partners that they already work with such as attorneys and CPAs.

Now that tax season is over, more businesses are available to shift their focus to the future. Tax season brings on a variety of time-sensitive challenges that make it difficult to pay attention to much other than ensuring that your clients’ taxes get prepared and submitted correctly and on time.

As the COVID restrictions we’ve become accustomed to begin to fade away, the thought of returning to what we once knew as “normal” seems more attainable than ever. Many have spent the last year reminiscing about the daily events that we once took for granted. Be it grocery shopping, family gatherings, or even going into the office for work, the things we once considered normal became something we missed.

With the current administration’s latest tax proposals in the works, many in the real estate industry have been left questioning what the future will look like for long-term capital gains.

Since the new administration has taken office this past year, they have begun to implement a variety of proposed changes. Among the changes, is the proposition of the American Families Plan.

While adjusting to the work from home lifestyle was a challenge for many, at this point it’s been widely adopted as our new normal. As vaccines roll out and COVID rates have begun to drop, many have been left questioning what the future holds for traditional offices.

Even before the ongoing global pandemic, people had begun leaving California, hoping for fewer financial challenges in various new locations. That being said, the COVID pandemic has increased the number of California’s, leaving the state even more significantly.

Mortgage rates have been on a continuous upward trend so far this year. Many are asking how long they will continue to increase and at what point they’ll max out.