The One Big Beautiful Bill made the $15 million estate tax exemption permanent. Here's what that means for California estate planning.
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...
How potential changes to federal estate tax laws under the Trump administration could impact California families and their estate planning strategies.
Trump’s proposed tax plan aims to extend current estate and gift tax exemptions.
This article explains what the estate tax could be after the 2024 election and what it has been in past years.
Understanding the capital gains tax when selling your California home, including federal and state tax, step-up basis, and California withholding tax.
California's joint ownership rules are complicated and could trigger an increased property tax.
If you are giving to charity, give your RMD, and reduce your taxable income.