THOUGHT LEADERSHIP /

ALERTS & ARTICLES

Jan

13

2016

For Joint Title Presumption to be Valid, Family Code § 852 Requirements Must be Met

The trial court determined when the husband added his wife as a partner in a modification of a partnership agreement; it converted the husband’s separate property interest to community property, and ordered the husband to pay the wife’s attorney fees and costs. The husband appealed asserting that his partnership interest was his separate property, regardless […]


Dec

23

2015

Favorable Tax Extenders Enacted

On December 18, 2015, the President signed into law the Protecting Americans from Tax Hikes Act of 2015 (PATH). The Act retroactively extends many favorable tax provisions that had expired at the end of last year. Some of the provisions are made permanent by the Act.


Nov

12

2015

Real Estate Insights November 2015

INSIDE THIS ISSUE • New Accounting Rule for Revenue Recognition • Should I Improve Energy Efficiency in My Industrial Properties? • Property Tax Assessments • How Can I Benefit from Carbon Credits?


Sep

17

2015

Trust & Estate Insights September 2015

INSIDE THIS ISSUE • Life Insurance – A Powerful Estate Planning Tool for Nontaxable Estates • 4 Ways to Transfer a Family Business • The BDIT – Realize Estate Planning Benefits while Retaining Control • 21st Century Estate Planning Accounts for Digital Assets


Sep

04

2015

Major Changes to 2016 Tax Year Deadlines

Recently the President signed a new law that changes the due dates for partnerships, corporations, estates and trusts, and individuals with foreign accounts. The law is known as P.L. 114-41, the Surface Transportation and Veterans Health Care Choice Improvement Act of 2015.


Jul

29

2015

It’s April in July: Time for a Mid-Year Tax Checkup

Once the summer hits, it’s tempting to detach from the daily grind and focus on vacations and summer projects. But we want to encourage you to spend 15 minutes with your accountant now, to save time and effort later. Some of these ideas may apply to you, some to family members, and others to your […]


Jan

16

2015

The Importance of Disclosing Community Property, No Matter What It’s Worth

What did the court rule? In a divorce trial, the wife asked for sanctions against the husband, because he did not disclose a retiree medical benefit among other community property. The trial court declined to consider this sanction, because it was the husband’s position that the “asset had no value.” The wife appealed this, among […]