Planning

Portability Ensures that Couples Receive Full Benefit of their Estate Tax Exemptions

January 15, 2021

The term “portability” describes a provision added to the federal estate tax law in 2010 that allows the surviving spouse’s estate to take advantage of

Revocable vs. Irrevocable Trusts for Estate Planning

December 30, 2020

Trusts have long provided an estate planning tool for individuals and couples with significant assets who are seeking benefits beyond those offered by a traditional

Everything You Need to Know About End-of-Year Taxes

December 29, 2020

The festive month of December not only marks the season of family gatherings, for entrepreneurs and self-employed professionals all over the country, it also signifies

LLCs and Sole Proprietorships

November 10, 2020

Over the past few years, an increasing number of Bay Area workers have embraced the gig economy and begun operating their own businesses as either

Will Filing as an S Corporation Reduce the Tax Bill of a Business Owner?

September 6, 2020

My business clients often ask me whether they would see a tax benefit if they converted their business to an S corporation. Unfortunately, there is

What are the Tax Consequences of Your Business’s Succession Plan?

April 11, 2020

When it comes to succession planning, small business owners usually try to address everything from maintaining day-to-day operations to ensuring that their families retain whatever

Planning

Portability Ensures that Couples Receive Full Benefit of their Estate Tax Exemptions

Revocable vs. Irrevocable Trusts for Estate Planning

Everything You Need to Know About End-of-Year Taxes

LLCs and Sole Proprietorships

Will Filing as an S Corporation Reduce the Tax Bill of a Business Owner?

What are the Tax Consequences of Your Business’s Succession Plan?

Recent Posts

Multiples and Ratios

Reading and Interpreting Financial Statements

Inherited Property Tax Treatment

Strategies to Avoid Taxes on Property Sales