Specialty Group: TAG Tax

Author: Kit Driscoll. California’s unofficial election results[1] indicate that Proposition 19, one of the two Propositions affecting California property tax rules, passed and will affect transfers after February 15, ...

Our Family Wealth group has authored several resources to help you understand and revisit your estate plan and gifting strategies in light of potential legislative changes and today’s economic environment. Resources I ...

As we approach the end of the year, it is time to consider some tax planning opportunities that may be available to you for 2020. The planning points outlined below are not intended to serve as specific advice; you shoul ...

With the approaching end of the Brexit transition period, many people are now applying for settled status in the UK to ensure they have permission to live in the UK and travel freely. Lisa Spearman raises a practical po ...