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2020 Ballot: California’s Propositions 15, 19 Amend Tax on Real Property

Of the twelve statewide ballot propositions certified to appear on the ballot for the upcoming election on November 3, 2020, two seek to amend the taxation of real property in California. Before diving into the proposed...more

What Documents Can I Destroy While Sheltering at Home?

The following are intended to be helpful tips to assist you in clearing some clutter while we have some time at home....more

Estate Planning Document Execution During Pandemic

Estate planning is more important than ever as COVID-19 continues its spread. Creating a Durable Power of Attorney for Health Care will enable you to set forth your health care desires and enable you to designate the person...more

The CARES Act and Retirement Plan Changes

Congress passed and the President signed on March 27, 2020 the Coronavirus Aid, Relief, and Economic Security Act (the “CARES Act”). The Act includes several significant provisions, most notably cash payments to many...more

The Tax Reform Bills: Home Ownership, Purchases & Sales

Congressional efforts to enact tax reform are now in the home stretch. While there is no assurance that any legislation will be enacted, or what the form of a final bill would look like, it is likely that something will pass...more

Return to Windsor: A Novel Tax Code Correction

Here’s the next chapter in the saga known as Edith Schlain Windsor v. The United States of America. (For a quick recap, please read Tax & Estate Planning – Small Win for Same Sex Couples?). Two representatives of the state...more

Game Changer? Succession Planning Targeted by IRS

The Department of the Treasury wants to place limitations on valuation discounts that are currently commonly used to reduce asset values in family-owned and closely-held businesses, in an effort to increase tax revenue. The...more

Living Like a Prince, but not Dying Like One

The media seems to be concerned with two primary subjects lately, and both topics continue to trounce each other in turn on social networks for attention: 1. The presidential elections 2. The death of Prince,...more

Congress Forges PATH in Tax Laws for Business, Individuals

Congress has avoided a government shutdown by agreeing to a new budget in its Consolidated Appropriations Act, and the adopted legislation [cynically named the Protecting Americans From Tax Hikes (PATH)], includes some...more

Fraudsters Rising: IRS Impersonators Flooding the Phone Lines

There seems to be an uptick in phone calls from people claiming to be from the Internal Revenue Service, telling potential victims they owe back taxes and demanding immediate payment. They threaten lawsuits (or worse) unless...more

11/10/2014  /  IRS , Phishing Scams , Scams
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