Understanding the Use of Redemptions in Business Succession Planning
2/12/2009
Lara Gilman and Kristine Waggener, speakers, FBM CPA Luncheon, "Understanding the Use of Redemptions in Business Succession Planning".
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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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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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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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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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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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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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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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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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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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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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