Spring 2025
Sprint 2025 What’s happening at Three Oaks David Goes the Distance! Congrats to David for conquering the Mendocino Coast 50K! 31 miles of tough trails — and he crushed it, finishing 35th overall! Coming Soon: Our First Virtual Town Hall of 2025! We’re excited to announce that our first virtual town hall of the year, 2025 Proactive Tax Planning, will be held in late May or early June. Keep an eye out for more details in your inbox. Let us know if you’re interested! Industry Updates 2025 Proactive Tax Planning: Have Foreign Bank Accounts? You…
Winter 2025
Winter 2025 What’s happening at Three Oaks 2024 Tax Prep – let us know if you need assistance gathering 2024 tax statements. Our team is ready to help! We love serving our clients and celebrating their successes! If you have an important milestone or event coming up, we’d love to hear about it. Email Raquel De Leon, and we may feature it in an upcoming newsletter! Industry Updates Check out our Market & Economic Update. Social Security Fairness Act – No more Windfall Elimination Provision. Fun Fact: Zelle crosses the $1 Trillion mark, the…
Fall 2024
FALL 2024 What’s happening at Three Oaks This Labor Day, our California team volunteered at the Meher School gardens, pulling weeds, restoring pathways, and tidying up the beautiful space. The Texas team had a blast hosting our recent pickleball event with clients! Great connections, friendly competition, and plenty of laughs—thank you to everyone who joined us. We can’t wait for the next one! Updates & Industry Info From 2021 to 2023, the U.S. accounted for nearly one-third of global foreign direct investment. Check out this piece for more…
Summer 2024
Summer 2024 What’s happening at Three Oak From family gatherings to exploring new destinations, we’re making the most of this vibrant time of year! We’d love to hear about your summer adventures too. Whether you’re lounging by the beach, hiking in the mountains, or simply enjoying a backyard barbecue, share your favorite moments with us. Employee Benefits call— Be on the lookout for an employee benefits email where you can schedule a call with our team. Feel free to email Ryan or Raquel to schedule your call! Industry Updates Soft…
Spring 2024
Sprint 2024 What’s happening at Three Oaks Journey Journals Check out these photos, capturing the energy and enthusiasm of our team’s adventures! Industry Updates On to 2024 tax planning! Check out these changes for 2024, and please email us if you’d like to schedule time for a tax planning conversation: rshea@threeoaksag.com The Tax Cuts and Jobs Act of 2017 expires on December 31, 2025. What does this mean for your estate plan and tax planning strategies? Corporate Transparency Act- If you own an LLC, S-Corp, C-Corp, and certain types of…
Fall 2023
FALL 2023 What’s happening at Three Oaks New Team Member: We’re thrilled to introduce our newest team member, Ryan Shea, who has joined our team as a Paraplanner. Please join us in extending a warm and enthusiastic welcome to Ryan! David & Jim—California State Park Volunteers: David & Jim are official State Park Volunteers for the state of California. Their commitment to conservation and enriching the outdoor experience for all of us is outstanding. Congratulations to them both! Q4 Industry Updates Mortgage Rates are high – does…
Summer 2023
Summer 2023 What’s happening at Three Oaks From sandy shores to snow-capped mountains, our adventures took us far and wide. We couldn’t resist capturing our treasured moments on camera to share with each and every one of you. Schwab Transition The transition from TD Ameritrade to Schwab is finally here (well…almost). So, what does that mean for you, and what actions do you need to take? Industry Updates Here’s a look back at the surprisingly strong first half of 2023. As we look ahead to the sunsetting of the TCJA, tax…
Spring 2023
Sprint 2023 What’s happening at Three Oaks We clean up well! With a name like Three Oaks, we had to roll up our sleeves and do a little dirty work in honor of Earth Day with our Friends at Common Desk. Let us know what you did! Industry Updates The tax deadline has come and gone. Want to start planning for 2023 taxes? Grab your 2022 tax return and a current pay stub, and email Michael Berry to schedule some time. The Clean Vehicle Credit just got an overhaul – which makes and models allow for the $7,500 tax credit, please visit: Tax Credit Check…
Winter 2023
Winter 2023 What’s happening at Three Oaks We are thrilled to announce Liz Krantz has joined the Three Oaks Advisory team! Liz is our newest Client Service Associate in Walnut Creek, CA, and brings a decade of financial services experience, with a penchant for problem-solving. A native of the Bay Area, Liz is a huge Warriors and Chargers fan. Outside of work, Liz can be found at the beach or the Monterey Bay Aquarium with her husband, Josh, and two boys, Hunter and Colton. Please welcome us in joining Liz! (925) 319-4608 lkrantz@threeoaksag.com…
Winter 2022
Winter 2022 What’s Happening At Three Oaks We are excited to announce the addition of Jim Crocker to our Three Oaks team! Jim has been helping individuals, families, and small businesses make smart decisions about investing, insurance, retirement, and major life transitions since 2006. Read more about Jim Crocker New Year, New Planning Opportunities Turning 50? You are now eligible for catch-up contributions in 401(k) plans, IRAs, and more. Turning 70 and ½? You are now eligible for Qualified Charitable Distributions from your IRAs. Regardless of…