A First Foundation Blog

Wealth Planning Wealth & Lifestyle Grow

Attention Californians: You Might Qualify for Tax Extension

| 4/6/23 4:00 PM
3 minute read 

Traditionally, the month of April causes much angst and nervousness, since tax returns and payments are normally due on April 15, Tax Day. Nevertheless, due to the severe winter storms and snowfall in California last year and early this year, the IRS and the California Franchise Tax Board (FTB) have extended the deadline for tax filings and payments for the 2022 tax year for Californians who are residents or have businesses..

Continue Reading >>
Wealth Planning Wealth & Lifestyle Grow

Secure Act 2.0 Overview

| 3/2/23 12:27 PM
6 minute read 
Seven highlights of the newest version of the bill—and what it might mean for you and your wealth

On December 29, 2022, President Biden signed into law the Setting Every Community Up for Retirement Enhancement 2.0 Act of 2022 (SECURE 2.0 Act) as part of the Consolidated Appropriations Act (CAA) of 2023, the $1.7 trillion omnibus spending bill funding the U.S. federal government for the 2023 fiscal year. SECURE 2.0 is a follow-up..

Continue Reading >>
Wealth Planning Wealth & Lifestyle Grow

Beginning of the Year Planning: 5 Quick Actions to Take Now

| 1/11/23 11:05 AM
4 minute read 

A new year brings new opportunities to take advantage of to enhance your future financial success. In that regard, we want to share five quick planning ideas to kick off the new year.  

Continue Reading >>


Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by First Foundation Advisors), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from First Foundation Advisors. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. First Foundation Advisors is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the First Foundation Advisors’ current written disclosure statement discussing our advisory services and fees is available for review upon request. Please Note: First Foundation Advisors does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to First Foundation Advisors’ web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

About the Author

Stay Informed