Tax filing and payment deadlines by both the IRS and state tax boards. For instance, the California Franchise Tax Board has extended its tax filing and payment deadline for 2019 to June 15, 2020, waiving interest, late filing and late payment penalties. Click here to view the official chart from the American Institute of CPA - to check the rules for your specific state.

While the IRS has not yet published its official announcement, it is expected to grant similar deadline extensions to assist those affected by COVID-19. Glad to see the government assisting during this difficult and quickly evolving situation. Hope that everyone is staying healthy and safe.

We’d love to help. Let us design your Family Legacy Protection Plan, a fully customized Estate Plan curated according to the unique needs of young families, single parents, or multi-generational families. Click here to learn about our estate planning services.

If we can be of assistance, please schedule a time to talk with us. Due to the San Francisco Bay Area’s current shelter in place order, we are conducting our client meetings by phone or video call.