BULLETIN

WINTER 2021 BULLETINS

• Update On Proposition 19
• Planning For Proposition 19

SUMMER 2021 BULLETINS

• Spousal Lifetime Access Trust (SLAT)

WINTER 2020 BULLETINS

• Significant Changes to Property Tax Reassessment Rules

SPRING 2020 BULLETINS

• The Families First Coronavirus Response Act - Key Provisions
  • Paycheck Protection Program - Application Form
• Major Tax Relief in the Coronavirus Aid, Relief, and Economic Security Act

SUMMER 2018 BULLETINS

• Claiming Single-Member LLC Status
• Fixing Irrevocable Trusts - Decant It!
• Six Strategies to Avoid Frivolous Lawsuits

WINTER 2016 BULLETINS

• Two (Out Of Three) Gift & Estate Tax Exclusion Amounts Will Inch Up In 2017
• Make Sure Your Ex Is Axed From Your Estate Plan Documents
• IRS Announces Adjusted Plan Limits For 2017
• Pros & Cons Of ESOPs – Is This Succession Planning Tool For You?
• Year-End Tax Planning
• Things To Come? A Look At Trump's Tax Proposals
• 2017 Cost-Of-Living Adjustments
• Do It Yourself Wills: Will They Lead To More Litigation?
• Loaning Money To Your Own Business
• Make Sure To File Entity Classification Election If Non-Default Tax Status Is Desired
• Transfer To Shareholder's Children To Settle Dispute In Family Business Wasn't A Gift

FALL 2016 BULLETINS

• Dynasty Trusts May Be Even More Powerful After Changes in Transfer Tax Law
• Annual Inflation Adjustments for 2016
• Frequently Overlooked Steps – Immediately after a Client's Death
• Code Section 2036 And Family Limited Partnerships (FLP)
• New Way To Avoid Probate On Real Property
• Taxpayers Who Sold Condo After Second Child Qualify For Reduced Gain Extension

FALL 2015 BULLETINS

• Dead Man "Kwoking": Estate Planning Property Transfers Can Trigger Title Insurance Nightmares
• Inherited IRAs no Longer Protected from Bankruptcy and Other Creditors
• LLC Members are Not Exempt from Self-Employment Tax