Asset valuations and your estate plan go hand in hand

June 7, 2017 | Estates & Trusts, Income Tax, Industry News

If your estate plan calls for making noncash gifts in trust or outright to beneficiaries, you need to know the values of those gifts and.

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Worried about challenges to your estate plan? Make it no contest

May 30, 2017 | Estates & Trusts, Firm News

Estate planning is all about protecting your family and ensuring that your wealth is distributed according to your wishes. So the idea that someone might.

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Do you feel like you are paying too much sales and use tax?

May 10, 2017 | Agriculture, Industry News, Winery and Vineyard

Last year, the California Board of Equalization (BOE) released changes to the classification of some winemaking ingredients making them no longer subject to sales and.

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Six Ways the Trump Tax Plan Could Impact You and Your Business

May 3, 2017 | Income Tax, Industry News

The Tax Reform Act of 1986 was the last major US tax reform legislation. Prior to that were the Tax Acts of 1954, 1939, and.

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