What You Need To Know About The SECURE Act

What You Need To Know About The SECURE Act The Setting Every Community Up for Retirement Enhancement Act of 2019 became effective on January 1, 2020, but you may have

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IRS Alerts People to Property Lien Scam

IRS Alerts People to Property Lien Scam The IRS recently estimated that more than 4,500 people across the country lost almost $23 million to scammers calling and threatening arrest and

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Efforts to Amend Proposition 13

Efforts to Amend Proposition 13 When it was approved by voters in 1978, Proposition 13 brought lower real property taxes for owners of residential, commercial and farm properties throughout California.

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Charitable Giving: Outright Gifts and Charitable Trusts

Charitable Giving: Outright Gifts and Charitable Trusts Supporting a favorite charity or philanthropic organization during your lifetime and/or after your death can be accomplished in several ways. A previous article

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U.S. Supreme Court Limits Authority of States to Tax Trusts

U.S. Supreme Court Limits Authority of States to Tax Trusts Taxation of irrevocable trusts has always been complicated, but in recent years the level of complication has increased due to

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Charitable Giving with Donor-Advised Funds and Private Foundations

Charitable Giving with Donor-Advised Funds and Private Foundations The generosity of Americans is borne out by the more than $410 billion they donate annually to charitable causes and organizations. Most

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Estate Planning: Avoiding Reassessment When Transferring Real Property to an Entity

Estate Planning: Avoiding Reassessment When Transferring Real Property to an Entity California taxpayers made their voices heard in 1978 when they went to the polls and approved Proposition 13. Under

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Estate Planning and Newly Proposed California Estate Tax

Estate Planning and Newly Proposed California Estate Tax The ballot on Election Day 2020 could ask California voters to authorize a new estate tax if a pending proposal is approved

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