Publications
-
11.25.2020Navigating Proposition 19: Planning for 2021 Changes to California Real Property Tax Reassessment RulesUpdatesOn November 3, 2020, California voters narrowly approved Proposition 19 (The Home Protection for Seniors, Severely Disabled, Families, and Victims of Wildfire or Natural Disasters Act) and with it comes significant property tax changes for California real-property owners.
-
09.16.2019US Supreme Court Finds in Favor of Taxpayer Trust Beneficiary in KaestnerUpdatesOn June 21, 2019, the U.S. Supreme Court issued its opinion in North Carolina Department of Revenue v. Kimberly Rice Kaestner 1992 Family Trust. This unanimous decision stated that the State of North Carolina may not tax trust income that has not been distributed to the beneficiaries, for which the beneficiaries lack the right to demand the income, and for which the receipt of that income is uncertain simply because those beneficiaries reside in the state.
Presentations
-
06.06.2022Community Property Basics for Accountants and Other PlannersSpeaking EngagementsAICPA: ENGAGE23 / Las Vegas, NV
-
07.14.2021The Impacts of Prop 19 on Estate and Trust PlansSpeaking EngagementsCalCPA Foundation
-
06.04.2021Property Tax Issues in Estate and Post-Mortem PlanningSpeaking EngagementsSan Francisco Estate Planning Council
-
11.03.2016Community Property in Estate PlanningSpeaking EngagementsCalCPA
21st Annual Advanced Estate Planning Symposium / Alamo, CA
Round Hill Country Club