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10 07, 2019

Residential Leases – An Owner’s Guide

By |2019-07-10T20:17:09+00:00July 10th, 2019|The Advisor, Uncategorized|Comments Off on Residential Leases – An Owner’s Guide

May 2019   Perhaps you’ve invested in an apartment building as a source of retirement income.  Maybe you inherited a second home from a relative, and are debating whether renting the property is worth the trouble.  No matter the size of your property, or the specifics of your goals or circumstances, the most important thing [...]

1 04, 2019

Simplify Your Estate Planning Trust

By |2019-10-01T15:39:45+00:00April 1st, 2019|Estate and Tax Planning, The Advisor, Uncategorized|Comments Off on Simplify Your Estate Planning Trust

March 2019 The Tax Cuts and Jobs Act of 2017 raised the federal gift and estate tax exemption substantially. The Unified Gift and Estate Tax Exemption is now $11,400,000.00 per person for 2019 (for a total of $22,800,000.00 when combined for a married couple). This means that most revocable trusts accomplished before 2018 are antiquated [...]

14 12, 2017

Legal Alert: Your business has been affected by the Thomas Fire. Here are 5 things you can do now.

By |2018-08-20T01:39:49+00:00December 14th, 2017|Business, Corporate and Venture, Legal Alerts, News, Uncategorized|Comments Off on Legal Alert: Your business has been affected by the Thomas Fire. Here are 5 things you can do now.

Donning our N95 masks for another day in smoke-filled Santa Barbara, we watch in awe while more than 7,000 firefighters do battle with the Thomas fire as it continues to threaten our communities. Western Ventura County has been devastated by the loss of more than 900 homes (and counting). Neighborhoods at the east-end of Carpinteria, [...]

18 09, 2017

Redefining a Sale for California Real Property Transfer Tax

By |2018-08-20T01:39:50+00:00September 18th, 2017|Land Use and Real Estate, News, The Advisor, Uncategorized|Comments Off on Redefining a Sale for California Real Property Transfer Tax

When real property changes hands, California imposes two separate taxes – the annual real property tax and a documentary transfer tax. The annual real property tax is reassessed to fair market value when a property changes ownership.  The transfer tax allows a county or city, or both, to charge a tax when real property is [...]