Insights
Events

CPA Workshop Luncheon - Understanding the American Taxpayer Relief Act of 2012: The New Estate and Income Tax Provisions

3/5/2013 12:00pm1:30pm

Brian Donnelly, Lara Gilman, Mark Weaver, Speakers, "Understanding the American Taxpayer Relief Act of 2012: The New Estate and Income Tax Provisions" 

March 5, 2013
Farella Braun + Martel LLP

For more information about this event, click here 

Firm Highlights

Publication

Succession Planning for Wineries and Vineyards

As wine families tend their grapes, so too should they tend their business succession planning. Wineries and vineyards are unique assets to consider when crafting personal financial, estate and business succession plans for clients,...

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Publication

How to Plan for Successful Winery, Vineyard Business Succession

Harnessing the energy and ambition that tends to surface at the start of a new year, now may be a good time to consider your personal estate and business succession planning. Developing a plan...

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Publication

Protect Your Charitable Deduction Recently Issued Final Regulations Affect Substantiation Requirements

Charitable donors expecting an income tax deduction must obtain, maintain, and in some cases provide to the IRS specific documentation to substantiate their donation.  Donors should pay careful attention to these substantiation requirements, because...

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News

How to Plan for a Smooth Transition of Your Family Business

Family Wealth Senior Associate Lauren Galbraith discusses how family internal dynamics play a role in transferring significant assets, especially a business, between generations. Link to read the full article.

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Publication

Treasury Department Guidance Will Stimulate Opportunity Fund Investments

The Opportunity Zones Program (OZ Program) aims to infuse capital into low-income communities known as qualified opportunity zones (QOZs) by offering tax-advantaged investments benefiting electing Qualified Opportunity Fund (QOF) investors including: A temporary deferral...

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Publication

Opportunity Zone Program Drives Investments to Low-Income Communities

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