Tag Archives: Facebook

Tax and Estate Planning: Private Foundations, Business Expense Deductions, Deed Tenancy, Foreign Assets

Posted on June 4, 2012 by Staff

Even though the value of Facebook’s stock has depreciated considerably since the recent IPO, and many of us have learned some stock market lessons the hard the way, a lot of original investors and Facebook employees have obtained sudden wealth. … Continue reading →

Posted in California Trust Law, Charitable Planning, Estate Planning, Offshore Bank Account, Overseas Assets | Tagged 501(c)3, Attorney General of California, Business Expense Deductions, capital gains, charitable donations, charitable organization, Deed Tenancy, Estate Planning, Facebook, fair market value, FBAR, Foreign Assets, Form 8938, Form W-9, IRS Service Center, Joint Tenancy, money for retirement, not-for-profit organization, Offshore Bank Account, out-of-pocket costs, overseas assets, Private Foundations, Publication 463, Report of Foreign Bank and Financial Accounts, sudden wealth, tax basis, tax liability, Tax Planning, Tenancy in Common, U.S. Treasury, wealth management strategies | Leave a comment

Digital Assets in Estate Planning; Mortgage Crisis Scams; Loan Modification and Other Mortgage Workouts

Posted on April 15, 2012 by Staff

One of the more-frequent situations that estate planners have to deal with, along with executors to wills, is the existence and growing popularity of digital accounts and other online assets, such as email, social networking sites like Facebook and its … Continue reading →

Posted in Asset Protection, Distressed Property, Estate Planning, Loan Modification, Residential Real Estate, Short Sale, Strategic Foreclosure | Tagged account usernames, advertising, database, digital assets, executor of an estate, Facebook, iCloud, Instagram, real estate, scam, social networking sites | Leave a comment

Tag Archives: Facebook

Tax and Estate Planning: Private Foundations, Business Expense Deductions, Deed Tenancy, Foreign Assets

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