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Member Articles


2020 Tax Planning: Techniques that May Not Exist in 2021

Major tax reform discussions are ongoing in Washington and Sacramento while everyone at home is busy navigating the pandemic. Many commentators are predicting that budgetary pressures resulting from the COVID-19 stimulus ...

2020 Tax Planning: Benefits of GRATs

Authors: Mitchell Edwards and Kit Driscoll Now may be an opportune time to gift assets out of your estate, particularly through an estate planning technique known as the Grantor Retained Annuity Trust (“GRAT“)—a s ...

2020 Tax Planning: Consider Transfers of California Legacy Properties in Light of Proposition 19

Proposition 19, which will be on California’s November 2020 ballot, dramatically changes the property tax rules exempting certain intra-family transfers and primary residence transactions for certain individuals such a ...

2020 Housing Legislation Overview: Started with a Bang, Ended with a Whimper

Originally posted to Unfamiliar Terrain Authors: Tay Via, Miles Imwalle, and Ashley Weinstein-Carnes Like so much of this unprecedented year, the 2019-2020 California Legislative Session ended with unexpected twists an ...

SEC Expands Accredited Investor Definition to Increase Participation in Private Offerings

Author: Christopher Westman On August 26, 2020, the Securities and Exchange Commission (SEC) adopted new final rules intended to modernize the existing rules, and provide additional flexibility for certain entities and ...

Working From Home - Here to Stay?

Author: Philip Jardine Mark Drakeford, the First Minister of the Welsh Government, perhaps tapping into the 'obvious', has declared, in a post-COVID-19 world, he would like to see 30% of Welsh office workers, continuin ...

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