California is known for its high taxes, but careful planning can help you keep more of your hard-earned money in your pocket. In our blog, we share important tax planning tips, as well as advice for what to do when you find yourself facing an IRS collection action, levy, or lien.
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Think a Repeal of the Estate Tax Wouldn't Affect You? WrongThe wording of any law that repeals or otherwise changes the federal estate tax could have an impact on all of us. Here's what you need to know, courtesy of an estate planning and tax attorney.
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A Not-So-Big-Or-Beautiful Article on Tax ReformBut, we do now have a working draft of a proposed tax bill.
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Lessons to Be Learned From a $1 Billion DivorceAn estate planning attorney notes that an oil executive’s billion-dollar divorce could have turned out very differently if the couple had a premarital agreement and the executive had used asset protection trusts.
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To Buck the Third-Generation Curse, Focus on the Family StoryThe key is to motivate generations two and three to contribute to the family business in a productive way. You can look to Lawrence Welk's family as a prime example.
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FinCEN Will Not Penalize Noncompliance with Current BOI Filing DeadlinesGiven the fluid nature of these requirements businesses should maintain flexibility in their compliance approaches while ensuring readiness for new deadlines.
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Becoming a Certified Specialist in Law in CaliforniaI have the privilege of holding dual certifications as a Certified Specialist in Taxation and Estate Planning, Trust, and Probate Law by the State Bar of California.
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BOI Reporting Deadline Reinstated – March 21, 2025Another Update to The Continuing Corporate Transparency Act Saga
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Eight Goals to Jump-Start Your Financial Success in 2025To achieve your financial goals this year, you'll need to start with a clear vision and plan.
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12 Steps to Take Now for More Financial Success in 2025Why wait until January to get a head start on your goals?
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Two Consequential Tax Cases You May Not Have Heard AboutThe Supreme Court's decisions in these cases create uncertainty about challenging IRS regulations and guidance. Expect more litigation to follow.
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Cut Your Wealth Transfer Taxes With a Family Limited PartnershipThis estate planning tool facilitates tax-efficient wealth transfer, asset protection, legacy preservation and more.
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John Featured in The Wealth Strategies JournalBeing featured in The Wealth Strategies Journal is considered a significant achievement in Estate Planning and Tax law.