Griswold Capital Strategies

01/16/2026

Various tax deadlines over the coming weeks and months....

11/19/2025

Besides Jim Cramer, Forbes magazine could be one of the greatest contra-indicators on the planet.

11/19/2025

Good news for high earning W-2 employees in high tax states like CA. SALT deduction limitation of $10k has been quadrupled! This starts for tax year 2025. It is temporary, it is indexed for inflation and there is a high earner phaseout. If your MAGI (modified adjusted gross income exceeds 500k you'll begin phasing out up to $600k and beyond $600k you get the old $10k cap. If you're earning around that level, there are planning opportunities before year end. Message me to discuss or if you have questions related to other OBBA changes.

10/22/2025

End of year brings bonus time, stock grants, etc. Always good to plan ahead of time to avoid unpleasant surprises at tax time. Know your marginal tax bracket!! https://griswoldcapital.net/resources/tax-rates/

10/13/2025

⚠ Watch for tax scams. Social media is a popular place to promote them. Also, the IRS will NEVER contact you by phone. ⚠ https://griswoldcapital.net/newsletter/irs-issues-new-warning-about-tax-credit-scams/

10/11/2025

Expense vs. capital improvement. Expenses are deducted in the year incurred. Couple of different ways to deduct improvements and how you deduct is on a case-by-case basis. https://griswoldcapital.net/newsletter/ordinary-operating-expenses-vs-capital-expenses/

10/10/2025

Website has a new look. https://griswoldcapital.net/profile/

Profile Rich brings a comprehensive background in financial services and a deep commitment to maximizing client financial well-being. Rich began his career in tax preparation with H&R Block during the era of paper-based forms, establishing a fundamental understanding of tax law and procedure. Over t...

01/27/2022

Great read. If you have trouble sticking to things, read this book now. Game changer for me!

01/16/2021

If you are in a hurry to get your taxes done..and..you e-file, you're going to have to wait a little bit longer than usual.

IR-2021-16, January 15, 2021 — The Internal Revenue Service announced that the nation's tax season will start on Friday, February 12, 2021, when the tax agency will begin accepting and processing 2020 tax year returns.

01/14/2021

Just a friendly reminder, if you make estimated tax payments, Q4 2020 payment is due on Friday 1/15. On a positive note, at least it will be Friday!

01/11/2021

Some excellent resources from TurboTax regarding the 2nd stimulus payment

The IRS recently began issuing a second round of stimulus payments to those eligible. Unfortunately, because of an IRS error, millions of payments were sent to the wrong accounts and some may not have received their stimulus payment. Depending on your situation, you could get up to $600 per individu...

12/23/2020

December Tax Newsletter. PPP Loans, college savings plans, things to know when hiring your spouse and a kinder, gentler IRS.

Griswold Capital Strategies  272 Fieldstone Way – Simi Valley, CA 93065 – C: 805-603-2992 – O: (805) 422-8543 - E: [email protected]