Does Your Current Estate Plan Make Sense in Light of the Recent Changes to Tax Laws?
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Does Your Current Estate Plan Make Sense in Light of the Recent Changes to Tax Laws?

By R. Zebulon Law, Esq. LL.M., CPA & Christina M. Chan, Esq. On December 22, 2017, President Trump signed H.R. 1, the Tax Cuts and Jobs Act.   Part of the law concerns the estate tax exemption limit, which has doubled from $5.6 million to $11.2 million per person.  The new estate tax exemption limit is effective…

Tax Cuts and Jobs Act of 2017
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Tax Cuts and Jobs Act of 2017

By R. Zebulon Law, Esq. LL.M., CPA This morning (December 22, 2017), President Trump signed H.R. 1, the Tax Cuts and Jobs Act.  This is the most significant tax legislation in 30 years, and we wanted to share some of our initial impressions and observations with our clients and friends. Probably the most signification change…

New Deed Recording Tax
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New Deed Recording Tax

Dear friends, family and clients: We wanted to make you aware of a recent legislative change that will go into effect in the new year. The California State Senate passed the Building Homes and Jobs Act (SB-2). The bill’s purpose is to provide funding for affordable housing in California, it will be funded by an…

IRS Extends Portability Deadline
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IRS Extends Portability Deadline

November 2017 Law Stein Anderson LLP wants to remind our clients, friends, and families that on June 26, 2017, the IRS issued Internal Revenue Bulletin 2017-26, which essentially extended the deadline to file certain estate tax returns to January 2, 2018. This is an interesting opportunity, which in some cases, could help save some estate…