California estate planning attorney in legal webinar with California CPA of top firm: help avoid tax penalty & common tax traps 👉 Book a Call at to plan for best tax avoidance strategies & prevent tax disasters.

Ever been surprised by a tax penalty? Suddenly shocked by a capital gains tax hit? Our experts have identified the top nine most common, but easily avoided “tax traps” that often snare even the most sophisticated people. Along the way, we cover the many ways that the federal and state tax systems are different, and how to avoid the resulting pitfalls and penalties—for starters, we’ll show you how to properly read a property tax bill! Even the best financial advisors often don’t know these tax traps—and even if they do, they might not share crucial warnings in time. This legal webinar could save you big money on taxes!

00:00 Intro
00:42 How to AVOID the Top 9 Most Common Tax Traps!
03:08 Trap #1: Delaying Your First Required Minimum Distribution
06:47 Trap #2: Real Estate Held in a Corporation
11:40 Trap #3: Fumbling an Inherited IRA or IRA Rollover from 401(k)
15:52 Trap #4: Leaving California…or Other Community Property State
21:57 Trap #5: Failing to Consider a ROTH Conversion
27:15 Trap #6: Giving Cash to a Charity
31:39 Trap #7: Living Trust as Beneficiary of a Non-IRA Annuity
36:37 Trap #8: Late Payment of Estimated California Income Tax
42:22 Trap #9: Innocent Spouse Trap
48:36 Trap #10: Leaving Money on the Table
53:16 Questions and What To Ask When You Call

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