Newport Beach, CA
Tax Lawyer at Newport Beach, CA
Practice Areas: Tax, Estate Planning
Repeal of the Estate Tax The 2001 Tax Act adjusted the estate tax rate and estate tax exclusion amount year by year, until finally in 2010 the estate tax is completely repealed. That's right, there ...
See Full GuideNew Rules for 2009 The Worker, Homeownership, and Business Assistance Act of 2009 (2009 Worker Act) was enacted on November 6, 2009. This Act gives all businesses the opportunity to obtain a refund ...
See Full GuideDo You Have Family Members Working in The Family Business? If you have family members working in your business they probably think that this will continue after you are gone. They may even believe t...
See Full GuideI owe the IRS and cannot pay the amount due, now what? First, never ignore the IRS when you owe them money. This is the time to go into action. Unfortunately, most clients that I represent in this ...
See Full GuideAnnual Gift Exclusion We are getting down to the wire and you are doing your last minute Christmas shopping. You just cannot think of the perfect gift for that special someone. Well, how about givi...
See Full GuideAccelerate Medical Expenses If you are close to exceeding the 7.5% over adjusted gross income threshold for medical expenses, consider paying for medical expenses in December that you were going to p...
See Full GuideGlobal High Wealth Industry Group The IRS has formed the Global High Wealth Industry Group (GHWIG) to centralize its expertize within the IRS of compliance for High Net Worth Individuals. The IRS al...
See Full GuideAdvantages of a Will A will must go through a probate process in which it is validated, and the executor is approved by the probate court. The probate court then oversees the administration of the p...
See Full GuideThe Use of Donor-Advised Funds is A New Trend in Charitable Giving You can create an account in a special type of planned giving instrument: a donor-advised fund. This guide discusses these funds and...
See Full GuideWhy should I be concerned about netting capital gains and losses? This can be a complicated area of the law, but it offers some potentially lucrative tax savings if you pay attention to the rules tha...
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