Post-Election Tax Strategies
Now that tax season is wrapping up, we can all take a deep breath. With the pandemic looming over all of us in 2020, change has become the only thing we can consistently count on these days ...
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The Importance of a Business Succession Plan
It’s often difficult for us to think of the future as individuals, and even harder to think about it in terms of our larger counterparts, such as the businesses that we own and run. This is particularly true if it involves planning for the worst possible outcomes in our future, such as unexpected retirement, potential disability, or untimely death. When ...
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The Investigation and Disciplinary Process of the Professional Conduct Program
Well-run capital markets pair capital investors with those seeking to invest assets in profitable ventures. Highly efficient capital markets, in turn, give numerous benefits to those providing the investment capital, opening the floodgates for a variety of ethical decisions. The choice between right and wrong is not always crystal clear. Financial complexities can stump even the most well-intentioned investment professionals ...
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What to Look For in a Guardian For Your Child
Have you considered who will take on the guardianship role for your children or family members with special needs if something happens to you? ...
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All About White-Collar Crimes
When a person hears the word “crime,” images of bank robberies or people being mugged in dark alleys easily come to mind. But violent crime isn’t the only form of crime. Crimes committed by business and government professionals with the intention of gaining a financial advantage, property, or services, without using violent means, is known as white-collar crime. These wrongdoings ...
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New Year’s Resolution Estate Planning!
It’s the new year and with that comes new goals! Usually, people vow to get in better shape or to save money for something big. However, we tend to start off strong and have no follow-through. Creating an estate plan is a lot like getting into better shape. We all know we should do it, but most of us never ...
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The Proposition That Passed With Only 51.4%
Did you follow the results of the vote on the Propositions that were on the November Ballot? ...
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Changes to Estate Planning Due to Proposition 19
In November’s recent election, California passed Proposition 19 (Prop 19), which has changed two important California property tax assessments that could have a lasting impact on your estate planning ...
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No Clawbacks. The Time to Act is Now!
In 2017, a window was opened. And at the end of 2025, that window will close. This breath of fresh air was granted by the passing of the Tax Cuts and Jobs Act (TCJA) of 2017, which increased the Basic Exclusion Amount (BEA) from $5 million to a new base of $10 million (indexed for inflation after 2011) for gifts ...
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Landlords: Preparing for the Months Ahead
As moratoriums in most areas of California have been extended and ongoing worry about evictions persist, landlords and tenants may find themselves in a predicament. As state government jurisdictions continue to protect tenants, the question then arises of what landlords can and should do about rent payments once moratoriums are lifted ...
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