Category

Estate Planning

Estate PlanningUncategorized
August 10, 2018

Avoiding Tax Issues When Wealthy Clients Sell Appreciated Assets

Michael Eisenberg, Squar Milner Financial Services Principal, discusses with the Financial Advisor how to avoid tax issues when selling appreciated assets. Click the link below to read more. Click here for full article.
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April Tax NewsletterEstate PlanningReal Estate
April 13, 2018

Estate Planning – Avoiding California Property Tax Reassessment Through Proper Use of Parent-Child Exclusion

When dealing with a death in the family and administering assets of the deceased family member, the county-level property tax reassessment rules for transfers of California real estate are often overlooked.  Generally, the taxable value…
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Estate PlanningMarch Tax NewsletterReal Estate
March 6, 2018

ESTATE PLANNING – Time to Review Your Estate Plan

As a result of the newly passed Tax Act, there has been a paradigm shift in estate planning. Beginning in 2018, the estate and gift tax exclusion amounts are increased to $22 million per couple ($11…
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