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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 ...

Proposed NSW Build-to-Rent Tax Concessions

Authors: Margot King, Samantha Gou, Vivian Ngo A recent bill introduced into the NSW Parliament will, if passed, improve the tax settings for build-to-rent developments by offering land tax concessions and surcharge lan ...

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