3 minEliminating Capital Gain on Real Estate Owned By California CouplesIf you hold real estate in Joint Tenancy with a spouse, and the survivor of you sells a property after a death, you'll be over taxed.
2 minTrusts and the Above 200k Income ProblemTips on avoiding proposed taxes on income over $200,000 for trusts that that are taxed separately from the trust's grantor/creator.
2 minEstate Tax Reform Missing from Current PlanInstead of focusing on estate tax reform, or the "billionaire tax," the current focus proposes increased taxes on incomes over 10 million.
2 minBills to Repeal Stepped-Up BasisDiscussion of the potential loss of the step-up in basis and resulting planning strategies.