Clients & Incapacity: CPAs Expanding Relationship & Responsibilities
Lara Gilman and Genevieve Larson, Speakers, Planning for Incapacity: How to Identify and Manage the Day to Day
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News
How California Wine Business Property Transfer Rules Will Change in 2021
Lauren Galbraith commented in the North Bay Business Journal article "How California Wine Business Property Transfer Rules Will Change in 2021." “I see families in the wine business demonstrate keen awareness that they must...
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News
More Americans Are Renouncing Their Citizenship
In the article, "More Americans Are Renouncing Their Citizenship," originally published in The Wall Street Journal , Erin Fraser discusses tax and estate planning issues related to renouncing U.S. citizenship. Link to the full article .
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Publication
Estate Planning During Uncertain Times
Farella's Wine Industry Education Series features Lauren Galbraith discussing "Estate Planning During Uncertain Times." Estate planning for vineyard and winery owners has come to the forefront during this unpredictable pandemic and in light of...
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News
Farella Braun + Martel Ranked Among “Best Law Firms” by U.S. News & World Report and Best Lawyers
SAN FRANCISCO, November 5, 2020: Farella Braun + Martel earned national and regional rankings across a number of practice areas in the U.S. News & World Report and Best Lawyers® release of the “Best...
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Publication
Year-End Estate Planning in an Election Year
The 2020 election is less than a month away and year-end estate planning is already underway for many. Under current law, the estate, gift and GST (generation-skipping transfer) tax exemptions for 2020 are set at...
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Publication
Estate Tax Planning for Large Company Stock Holdings: Four Tips for Using Record-High Lifetime Exemptions
Published on MyStockOptions.com . Key Points Annual inflation-indexing continues to increase the historically high lifetime exemption amount for gift, estate, and generation-skipping transfer taxes. Those of considerable wealth who have not yet made gifts...
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Publication
Wealth Transfer Strategies in Today’s Market
Current market conditions and the federal gift and estate tax laws present wealth transfer opportunities that high net worth individuals may wish to leverage over the near term. Federal Gift and Estate Tax Exemption...
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News
Lawyers Warn Those Bracing for Prop. 19’s Tax Hit: Act Fast
Evan Abrams spoke to the San Francisco Business Times for the article "Lawyers Warn Those Bracing for Prop. 19’s Tax Hit: Act Fast." In the article, Evan said, “If you really want to do anything...
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News
Year-End Planning After The Election: What Financial Advisors & Tax Pros Are Telling Clients About Future Tax Changes
Lauren Galbraith was quoted in the Forbes article "Year-End Planning After The Election: What Financial Advisors & Tax Pros Are Telling Clients About Future Tax Changes." Read the full article, here .
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Publication
Prop. 19 Passed, Here Is What You Need to Know
Proposition 19, which passed last month, has important consequences for all real property owners in California. It is important to act quickly before Proposition 19's effective date of February 16, 2021. Proposition 19 has...
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