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  • Understanding the Benefits of Self-Canceling Installment Notes
    Understanding the Benefits of Self-Canceling Installment Notes

    The Internal Revenue Code assesses a tax (gift or estate) on the transfer of money or property from one person to another during life or at death, with some exceptions. If you own accounts or property ...

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  • Secure 2.0 Act’s 529-To-Roth Rollover: What Does It Mean for Your Retirement Savings?
    Secure 2.0 Act’s 529-To-Roth Rollover: What Does It Mean for Your Retirement Savings?

    By now, you have likely heard about the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) and the SECURE 2.0 Act of 2022 (part of the Consolidated Appropriations Act, ...

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  • Sibling Buyouts in California: A Guide to Preserving Your Property Tax Basis
    Sibling Buyouts in California: A Guide to Preserving Your Property Tax Basis

    In California, when siblings jointly inherit a property, they are presented with multiple alternatives to allocate the asset among themselves. One such method is for one sibling to acquire the other ...

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  • Sibling Buyouts in California: A Guide to Preserving Your Property Tax Basis
    Sibling Buyouts in California: A Guide to Preserving Your Property Tax Basis

    In California, when siblings jointly inherit a property, they are presented with multiple alternatives to allocate the asset among themselves. One such method is for one sibling to acquire the other ...

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  • Maximizing Wealth Sharing: Tax-Efficient Trust Strategies for High Net Worth Individuals
    Maximizing Wealth Sharing: Tax-Efficient Trust Strategies for High Net Worth Individuals

    A benefit of working hard is sharing the fruits of your labor with your loved ones. However, gift or estate tax consequences may impact high net worth clients when they share their wealth. By crafting ...

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  • Unlocking Tax Savings for Couples With Community Property Trusts
    Unlocking Tax Savings for Couples With Community Property Trusts

    When it comes to your family’s legacy, every dollar you can save from taxation counts. One way to keep your accounts and property out of the hands of the Internal Revenue Service (IRS) is to form a ...

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