Category: Articles

How to setup your Customer Portal Canopy Welcome SeriesOur first video in our Canopy Client Portal series, Makenzie shows us how to log in and navigate your new Client Portal.https://www.youtube.com/watch?v=FHK4FvO2raA

Cal Savers Requirements An overview for Employers in CaliforniaWe’ve received several inquiries recently regarding the upcoming CalSavers compliance deadline coming up on December 31, 2025. CalSavers has been mailing several…

No Tax on Social Security Continuing our One Big Beautiful Bill series, Bradley informs us about the No tax on Social Security section. Presenter: Bradley Triana https://www.youtube.com/watch?v=zg451MxUox4

No Tax On Tips - One Big Beautiful Bill Series Presenter: Bradley Triana https://www.youtube.com/watch?v=YGtEOzJ_uvw

PART TWO: Understanding Itemized Deductions By MPK Advisors Michael Klein follows up the previous video with a reminder on how to best use your deductions, and what to keep a…

PART ONE: Standard vs Itemized Deductions, Medical Deductions, State and Local Income Taxes 11 F By MPK Advisors Today Michael is talking about Deductions and how to best use them…

Struggling to Stay Focused? You’re Not Alone! By MPK Advisors Do you find it challenging to follow through on a goal? Trust me, you are not alone. As a lifelong…

Financial Planning for any Age and More By MPK Advisors I thought I’d start out  by telling you what prompted me to write on this subject. After having to help…

Ways to Pay Your Taxes By MPK Advisors There are several ways to pay your Federal and California income taxes or estimates.First, please review the transmittal letter, included with your…

Tax considerations for the Self-Employed by Beth Cortez Are you self-employed?  If so, you may be thinking about ways to reduce your self-employment taxes.  As I ‘m sure you know,…