The U.S. Exit Tax
Mar 09, 2022
Bye-Bye U.S., Hello Exit Tax! If you are a U.S. citizen thinking about relinquishing your U.S. citizenship, or if you are what is defined as a “long-term” green card holder…
Taxation of Trusts
Mar 09, 2022
How Trusts are Taxed We can talk hours about the intricacies of trust taxation, but here are some basic concepts that will still go a very long way when it…
Qualified Small Business Stock & Use of Non-Grantor Trusts
Feb 21, 2022
This is Part 2 in a series I have written on the use of QSBS in estate planning. Part 1 focused on what is qualified small business stock. QSBS &…
Dynasty Trusts
Feb 21, 2022
This is a part in a series of articles I have written on various types of irrevocable trusts. What is a Dynasty Trust? Many people refer to dynasty trusts to mean…
Sales to IDGTs
Feb 21, 2022
This is a part in a series of articles I have written on various types of irrevocable trusts. Intentionally Defective Grantor Trust What is a sale to an Intentionally Defective Grantor…
NINGs and California Residents
Feb 20, 2022
This is a part in a series of articles I have written on various types of irrevocable trusts. What is a NING? A Nevada Incomplete Gift Non-Grantor trust (NING) is an…
Domestic Asset Protection Trusts
Feb 20, 2022
This is a part in a series of articles I have written on various types of irrevocable trusts. What is DAPT? One of the most unique forms of irrevocable trusts…
Maximizing Asset Protection in an LLC
Feb 20, 2022
This is Part 2 in a two-part series about LLCs. In Part 1, I covered “Why People Should Create LLCs?” How should I setup my LLC? Once you know why…
Qualified Small Business Stock (QSBS) – A Primer
Oct 06, 2021
This is Part 1 in a series I have written on the use of QSBS in estate planning. Part 2 focuses on using non-grantor trusts to further leverage QSBS in…
AB150: What you need to know to save on taxes
Sep 03, 2021
On July 16, 2021, Governor Gavin Newsom signed Assembly Bill 150 into law. This bill enables certain California taxpayers to write off more than the $10,000 limit placed on state…
Ask AI
FAQ