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.
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
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
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
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
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
Estate Planning to Retain Your Proposition 13 Tax Base The passage of Proposition 13 in 1978 established an initial base year, 1975-76, for assessed valuation for California real property that
