For Individuals

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

Elder Care Financial Care

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

Estate Planning Done Right

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

Four Ways the IRS Reform Bill Helps Southern California Taxpayers Like You (and Me)

Believe it or not, 2019 is almost halfway over (!). We're through the summer solstice, the days get shorter from here on out, and here at Team Barnes Accountancy Corporation we begin to turn our eyes more directly at 2020.We're pretty thrilled by the opportunity,...

Making Children Less Costly For Southern California Families With Kids Through The Child Tax Credit

To be clear, children are costly in the best way possible.Once the dust settles from changing diapers, sweeping floors, slapping bandaids on booboos, driving to sports practice, attending back-to-school meetings, saving for college, and buying countless goldfish...

What Is Estate Planning? Six Good Reasons Everyone Should Have An Estate Plan In Southern California

There is this show I've been watching on Netflix called Heir Hunters, and it chronicles 30 research companies in the UK who race to locate surviving heirs when someone dies without a will. The research companies get a commission if they can locate the heirs. It's a...

Four Keys to Achieving Financial Freedom by David Barnes

Four Keys to Achieving Financial Freedom by David Barnes "You will never do anything in this world without courage. It is the greatest quality of the mind next to honor." -James Allen Often, as we strive to keep our heads above water in these culturally crazy times,...

Barnes’ Rules of Thumb for Life Insurance

Autumn is here, and in some parts of the country, apparently that already means snow...Weather is a close second to "life" in terms of unpredictability.So I think that means two things:You should always carry an umbrella.Your life insurance policy should be clear and...

Six Common Ways Southern California Taxpayers Receive IRS Audits

With the tax deadline bearing down on us, I thought I'd touch base today, to give you some thoughts on what could get you into hot water THIS tax season. And, well, really any tax season. Now ... sometimes, Southern California clients come to us from other Southern...

Training Your Heart For Good Financial Stewardship In Southern California

Working with my Southern California clients' finances over the years has given me a bit of a crash course in human behavior. Often, I'm floored by the generosity I see displayed by many clients -- even those without significant means. Other times ... well, I think...

Thinking Through Real Estate Investments In Southern California

When it comes to your money, you're either spending, saving, giving or investing. I know that many of my Southern California clients are doing all four, which is always wonderful to see.The last one, investing, is the one I want to focus on today. I talk a great deal...

Barnes Accountancy Corporation Answers: Can You Be Fired Because of A Wage Levy?

We're almost at the end of September, which is bewildering -- where did summer go? Pumpkin lattes are everywhere, the weather is turning ... and life is really starting to accelerate. But we do know something that can stop anyone in their tracks on an accelerating...

11 Wealthy Habits You Should Pay Attention To by David Barnes

Maybe it's true that having $1m+ these days isn't as impressive as it used to be. But it's still a measure that we continue to use as a marker of financial "arriving".What's further interesting is that even in the midst of ongoing economic gyrations, the numbers of...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!