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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Insights
EventsFirm Highlights
Publication
End of a Decade - Checklist for California Nonprofits
As 2019 comes to a close, we thought about our customary note to nonprofit officers and directors to take a few moments to confirm that important year-end responsibilities have not been overlooked. But since this...
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News
Farella Braun + Martel Recognized in 2020 Chambers High Net Worth Guide for Private Wealth Law in Northern California
SAN FRANCISCO, July 10, 2020: Farella Braun + Martel’s Private Client Industry Group earned recognition in the 2020 Chambers High Net Worth (HNW) guide as a leading firm in the Private Wealth Law category...
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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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Publication
Your Retirement Planning and the SECURE Act
The Setting Every Community Up for Retirement Enhancement Act (or SECURE Act), signed into law on December 20, 2019, changes retirement planning significantly and unexpectedly. The bulk of the changes become effective as of January...
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News
Farella Braun + Martel Ranked in Legal 500 United States 2020
The 2020 edition of Legal 500 United States recognized Farella Braun + Martel among the leading firms in the Construction, Land Use/Zoning, and Not-for-Profit practice areas. Land use partner Steven Vettel was named to...
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Publication
Four Tips for High Net Worth Individuals Desiring to Utilize Record-High Lifetime Exemptions
The historically high lifetime exemption amount for gift, estate and generation-skipping transfer taxes increased from $11,400,000 to $11,580,000 per person this year due to inflation indexing. Individuals who had used up their lifetime exemption...
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