Estate & Gift Taxation
Corporate Transparency Act
Recently enacted, the Corporate Transparency Act (the “CTA”) mandates that, effective January 1, 2024, many legal entities (corporations, ...
January 30, 2024 – CalCPA’s Real Estate Virtual Conference
Cameron L. Hess, CPA, Esq, is a planning coordinator and will be a speaker at the January 30, ...
Corporate Transparency Act – Slides
https://www.slideshare.net/slideshow/embed_code/key/HgSctbiaf46dzl?hostedIn=slideshare&page=upload
California Senate Bill 131 Closes Loophole for Incomplete Gift Non-Grantor Trusts (“INGs”)
On July 10, 2023, California's governor signed into law Senate Bill 131 which in essence closes a loophole under California's ...
Calculating and Maximizing Deposit Insurance for Revocable Trust Bank Accounts
Prompted by the recent takeover of Silicon Valley Bank, the Federal Deposit Insurance Corporation (“FDIC”) has published guidance ...
How To Factor In Taxes When Considering Special Needs Trusts / (ABLE) Accounts
Cameron L. Hess was recently interviewed by Financial Advisor Magazine on the topic of the financial vehicles used ...
September 30, 2021 – Estate Planning for Farm and Ranch Owners
Belan Wagner and Robin Klomparens will be speaking at an upcoming Strafford live video webinar, "Estate Planning for ...
Proposition 19 Brings Substantial Changes to California’s Property Tax Assessment Rules
On November 3, 2020, California voters approved Proposition 19 which brings substantial changes to California’s property tax assessment ...
Centralized Partnership Audit Regime – What Me Worry?
By: Cameron L. Hess[1] Overview. It’s fitting tribute that Mad Magazine’s final publication ending the use of the sarcastic catch-phrase ...
Robin Klomparens receives the 2019 Joanne M. Garvey Award
Robin L. Klomparens received the Joanne M. Garvey Award to recognize her lifetime achievement and outstanding contribution in ...
Breaking Up is Hard to Do | Comstock’s Magazine Article
Before big-time Sacramento developer Mort Friedman passed away in 2012, he handed the keys of the family business ...
Community property and spousal transfers
The 2014 decision by the California Supreme Court in In re Marriage of Valli, 58 Cal.4th 1396 (Valli) ...
Tax Treatment of Appreciated Property Donations
To view this presentation on tax treatment of appreciated property donations offline, click here to download a PowerPoint ...
Current Developments in Estate and Gift Tax – Nov. 2017
To read this article, please click here to download a PDF copy.
2017 Family Limited Partnership Estate Planning Strategies
The family limited partnership (“FLP”) provides strategic estate planning, enabling not only a reduced transaction cost on family ...
Issues With Joint Ownership
When two or more persons decide to acquire property, a number of questions arise with respect to joint ...
How Could I have Ignored the Income Tax?
To view this presentation on Donald Trump's potential changes to income, estate, and partnership taxation, click here to ...
Transfer on Death Deeds – Should You Use It?
Effective January 1, 2016, recent California legislation created, at least temporarily, the right to record “revocable transfer on ...
Tax Services for the Troubled Debtor
To view this presentation on tax services for those in debt due to real estate concerns, click here ...
Estate Planning and Real Estate
If you would prefer an offline copy of this presentation on estate planning, click here to download a ...
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