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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How To Avoid Property Tax Reassessment in California
April Tax NewsletterEstate PlanningReal Estate
April 13, 2018

Estate Planning – How To Avoid 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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