Cryptocurrency, Tax Exempt Organization Applications & Independent Contractor Rules

The Biden Administration Corporate Tax Proposal

A Discussion on Virtual Game Currencies, Tax Exempt Organization Applications & More on Independent Contractor Rules in California

Will Biden's Presidency Change Your Tax and Estate Plan

Estate Planning with Real Estate Within Your Family After California Prop 19

Estate Planning with Real Estate For many years, we have advised many of our high net worth clients and their families on real estate transactions, restructuring and income and estate planning.   Our primary focus is to assist families in preserving wealth, effectively transferring wealth to the next generation, educating them and their children on how…

Valentine’s Day

The History of Valentine’s Day

The History of Valentine’s Day What is the history of Valentine’s Day and is Valentine’s Day a good thing? If you’re a procrastinator like me, the answer is a resounding “No”; and “Yes”.  You see, I’m also a romantic.  And though I’m late to everything, my mother insists I’ll be late to my own funeral,…

7 Tips to a Better Valentine’s Day

7 Tips to a Better Valentine’s Day

  Is there someone you want to make feel cared about or loved this February 14th? If so, here are 7 tips to make their Valentine’s Day a little more special. Be sure to let #1 sink in immediately, as time is short. And pay particular attention to #7, my inexpensive Valentine’s Day ideas. Tip…

Keeping Harmony and Wealth Within the Family Upon Your Death

Keeping Harmony and Wealth Within the Family Upon Your Death

Keeping Harmony and Wealth Within the Family Upon Your Death Keeping harmony and wealth within the family upon your death is often a tricky thing, as illustrated in this account. “You’ll hear from my lawyer, Jason!” Mr. Stevens yelled at his nephew as he stormed out of the room. Such is how a family Thanksgiving…