
Portability Ensures that Couples Receive Full Benefit of their Estate Tax Exemptions
The term “portability” describes a provision added to the federal estate tax law in 2010 that allows the surviving spouse’s... View Article
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The term “portability” describes a provision added to the federal estate tax law in 2010 that allows the surviving spouse’s... View Article
Trusts have long provided an estate planning tool for individuals and couples with significant assets who are seeking benefits beyond... View Article
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Over the past few years, an increasing number of Bay Area workers have embraced the gig economy and begun operating... View Article
My business clients often ask me whether they would see a tax benefit if they converted their business to an... View Article
When it comes to succession planning, small business owners usually try to address everything from maintaining day-to-day operations to ensuring... View Article