The Grace Advantage
GRACE CPAs, LLP, Certified Public Accountants & Consultants is a full-service public accounting firm with offices in Monterey and Hollister, California. We provide a broad range of services to individuals and businesses, including non-profit and governmental entities. Our efforts to best serve our clients are continually enhanced through continuing education to update our knowledge and expertise regarding changes in tax and financial issues. By combining our dedication to provide the most professional, personalized services possible, with continuing professional education and the latest technology, we are committed to providing accurate and timely information. Our firm, and each partner, is licensed with the California State Board of Accountancy.
SagePoint Financial, Inc. is our firm's broker-dealer, which is separately owned and allows us to offer access to many diverse financial strategies and products. We offer independent investment advice and work with our clients to find the most appropriate strategy for their financial needs.
Newsletters
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Take Advantage of Deductions for Business Investments
A look at bonus depreciation and Section 179, plus CARES Act changes that may benefit companies that reconfigured spaces for safety reasons.
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Watch Out for These Financial Pitfalls in the New Year
Financial opportunities and potential pitfalls can appear at any time. Here are common money mistakes to avoid at various stages of life.
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HOT TOPIC: Revisiting the 4% Rule
For years, the “4% rule” helped retirees make their savings last, but now a more aggressive withdrawal strategy might be the new norm.
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Is Your Home Office Also a Tax Shelter?
This article explains which taxpayers are eligible for the home office deduction and describes the two methods used to calculate it.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.