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

Share
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.

Share
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

Share
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

Share