Congress passes biggest tax bill since 1986

December 20, 2017

On December 20, the House passed the reconciled tax reform bill, commonly called the “Tax Cuts and Jobs Act of 2017” (TCJA), which the Senate had passed the previous day. It’s the most sweeping tax legislation since the Tax Reform Act of 1986. The bill…

Trump’s and House Republicans’ Tax Proposals – Actions to Consider Before Year End

December 7, 2016

Attempting to predict proposed tax rules before they are enacted into law can be fraught with peril. Nevertheless, 2017 is likely to see a seismic shift in federal income tax, and possibly gift and estate tax rules. Beginning January 20, 2017, the Republican Party will…

New office serving Orange County!

April 28, 2016

We are excited to announce the addition of our new office in Newport Beach! We have clients who already call Orange County home – so opening this new office is a natural extension of our focus on serving clients with complex financial products and real…

“S.A.V.A.N.T” – Strategic Tax Management for Investors and Managers

April 22, 2015

Did you know there’s a big difference between minimizing your taxes and optimizing them? Just because you pay the least possible tax doesn’t guarantee you’ll end up with the most money afterward. What usually happens is that investors and managers structure important business transactions, and…

“Buy, Borrow, and Die” – A Real Estate Tax Planning Framework

March 12, 2015

When someone I have met for the first time finds out I am a tax consultant, they often ask me for a good tax reduction strategy. I sometimes respond with “buy, borrow and die”[1] . Initially, they think I am being flippant. However, there is…

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