Tag Archives: tax liability

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

What To Do With Your Underwater House: Options Include Loan Modification, HARP, Short Sale, Foreclosure

Posted on January 30, 2012 by Staff

We have written before about the current situation across the country in which so many homeowners have mortgages that are underwater. The coming tsunami of foreclosures on distressed properties is bound to have an impact on the slowly recovering real estate market. … Continue reading →

Posted in Distressed Property, Loan Modification, Residential Real Estate, Short Sale | Tagged A Paper loan, abandoned property, AnnualCreditReport.com, balloon payments, Brent T. White, California, California real estate attorney, cancellation of debt, COD, Connie Yi, CPA, credit score, deferred payment, Distressed Property, fair market value, FDIC, foreclosure, Form 1099A, Form 1099C, free credit report, government initiatives, HARP, Home Affordable Refinance Program, income level, interest rate reduction, KDOW 1220 AM, leveraging assets, liar loan, Loan Modification, lower monthly payments, Making Home Affordable, MHA, modify mortgage, mortgage modification, MP3 podcast, Net Present Value Calculator, overdue payments, radio program, real estate market, refinancing, residential property value, San Francisco Bay Area, short sale, tax liability, Underwater House, Wealth Preservation and You | Leave a comment

Living Trust And Estate Tax Laws May Change. Will Your Estate Plan Still Be Appropriate?

Posted on January 12, 2012 by Staff

We have recently written about living trusts, and their impact on estate taxes, but we feel the need to address this topic again, because of the uncertainly concerning the current federal estate tax laws, which expire at the end of … Continue reading →

Posted in Estate Planning, Estate Tax, Radio Show: Wealth Preservation and You, Tax Law, Trust Administration, Trusts & Estates | Tagged $1-million, $5-million, abandoning property, divide an estate, estate plan, Estate Tax Laws, estate tax-rate, estate taxes, KDOW, life trust, Living Trust, living trusts, no contest clause, non-traditional families, power of termination, tax liability, transfer trust, trust fund, trust fund beneficiaries, trustee powers, trustee protector | Leave a comment

Tag Archives: tax liability

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

What To Do With Your Underwater House: Options Include Loan Modification, HARP, Short Sale, Foreclosure

Living Trust And Estate Tax Laws May Change. Will Your Estate Plan Still Be Appropriate?

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