Update on COVID-19 Tax Provisions for Individuals
For more information on how we can help you and your business, visit our COVID-19 Resource Center. Many clients have contacted us inquiring about their estate plan. We want to assure you that we are...
View ArticleBloomberg Tax: Stock Ownership Plans Can Minimize Tax on Liquidity Event
Eric Bardwell co-wrote the article, “INSIGHT: Stock Ownership Plans Can Minimize Tax on Liquidity Event,” published by Bloomberg Tax.
View ArticleLaw360: Tax Court Ruling Highlights Importance Of Formula Clauses
Eric Bardwell co-wrote the article, “Tax Court Ruling Highlights Importance Of Formula Clauses,” published by Law360.
View ArticleTaxNotes: Wondering if Wandry Works? The Devil Is in the Details
Eric Bardwell and Matthew Landa co-wrote the article, “Wondering if Wandry Works? The Devil Is in the Details,” published by TaxNotes.
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Trusteeships in an Election Year: Time-Sensitive Planning, Fiduciary...
Trusteeships in an Election Year: Time-Sensitive Planning, Fiduciary Selection Considerations, and Drafting Solutions During COVID-19 By: Megan Ferkel Earhart, Esq. and Ryan Shumacher, Esq. We live in...
View ArticleBloomberg Tax: California Admits Incomplete Gift Non-Grantor Trusts Work…For Now
An article by Eric Bardwell titled “California Admits Incomplete Gift Non-Grantor Trusts Work…For Now” was published by Bloomberg Tax on December 3, 2020. It was republished by the Tax Management...
View ArticleThe Recorder: AB 2245: California’s New Law and Its Impact on Estate Planning
Eric Bardwell co-wrote the article, “AB 2245: California’s New Law and Its Impact on Estate Planning,” published by The Recorder on February 28, 2023.
View ArticleAB 2245: California’s New Law and Its Impact on Estate Planning
“Whether you are the planner or the valuation expert, it is prudent to have a firm understanding of this new law, the protections it affords to your clients and the potential impact on value, and...
View Article47th Annual Entertainment Symposium: Tax and Estate Planning for Postmortem...
An article by Brad Cohen titled, “Tax and Estate Planning for Postmortem Celebrity,” was published in the syllabus for the 47th Annual Entertainment Symposium for the UCLA Ziffren Institute for Media,...
View ArticlePreparing for the Corporate Transparency Act / Disclosure of Beneficial...
New federal disclosure requirements for your businesses and entities will become effective January 1, 2024 – the reporting requirements are burdensome, can be triggered multiple times in a single...
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