As we begin 2024, it is crucial to review estate planning goals and strategies that may be affected by changes in the federal estate tax exemption law. At the end
If you have significant wealth, you may be exposed to future estate tax burdens that must be acted on before the Tax Cuts and Jobs Act reduces the estate tax exemption
The year 2026 is quickly approaching, bringing substantial changes that may affect your estate tax situation. The Tax Cuts and Jobs Act (TCJA) in 2017 significantly increased the federal estate
What the Administration’s 2024 Revenue Proposals Mean for You and Your Estate Plan Introduction On March 9, 2023, the Biden administration released a proposed budget for fiscal year 2024, calling
The new year brings with it important dates that may impact your financial situations and tax deadlines you may need to meet. March 6, 2023, is the deadline under the
An important deadline for the state’s new retirement savings program is rapidly approaching. The deadline for employers with 50 or more employees to register for CalSavers is June 30, 2021.
On July 13, 2020, Governor Gavin Newsom ordered certain businesses to close indoor operations in all counties, as California slows down and in some areas reverses its efforts reopen the state.
Portability first emerged as an estate planning strategy in 2011 and 2012 from the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010. It was made permanent by the American Taxpayer Relief Act of 2012.
