estate planning
Say Goodbye to the Estate Tax
The One Big Beautiful Bill increases and makes permanent the estate tax exemption. No more uncertainty.
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taxes
taxes
Can You Move to Texas to Avoid California’s Capital Gains Tax?
Moving to Texas to avoid California’s capital gains tax? Learn how the QSBS exemption can impact your tax liability and the steps to establish...
estate planning
Estate Tax Reform Under the Trump Administration: What California Families Need to Know
How potential changes to federal estate tax laws under the Trump administration could impact California families and their estate planning strategies.
taxes
Wait and See: The Impact of President Trump’s Proposed Tax Plan on Estate and Gift Taxes
Trump’s proposed tax plan aims to extend current estate and gift tax exemptions.
taxes
Estate Tax and the 2024 Election
This article explains what the estate tax could be after the 2024 election and what it has been in past years.
taxes
What is the Capital Gains Tax When You Sell Your Home: California v. Tennessee
Understanding the capital gains tax when selling your California home, including federal and state tax, step-up basis, and California withholding tax.
taxes
California Joint Tenancy and Property Tax
California's joint ownership rules are complicated and could trigger an increased property tax.
taxes
Using a QCD Can Ghost Your RMD
If you are giving to charity, give your RMD, and reduce your taxable income.