Tag Archives: certified public accountant

Should a CPA be an Estate Trustee for a Client?

We recently encountered a situation in which a successful businessman, who had accumulated significant wealth during his career, felt he was a danger to himself, because he was an alcoholic and he had a couple of car crashes while driving … Continue reading

Posted in Asset Protection, California Trust Law, Estate Planning, Trust Administration, Trusts & Estates | Tagged , , , , , , , , , , , , | Leave a comment

Loan Modification Is An Option To Avoid Foreclosure, But Beware Of Fraudulent Mortgage Consultants

It is bad enough when a family has to deal with the agony of trying to avoid losing a home due to the bad economy, but it really makes our blood boil when we read about criminals who prey on … Continue reading

Posted in Distressed Property, Residential Real Estate, Strategic Foreclosure | Tagged , , , , , , , , , , , , , , , , , , | Leave a comment

Special Needs Trusts for Children and Elderly Require Careful Estate Planning and Long-Term Financial Considerations

As a part of our recent focus on trusts and estates, the topic of our most recent radio program on Saturday afternoon was Special Needs Trusts, which are becoming a much more frequent part of family estate plans. We covered … Continue reading

Posted in Estate Planning, Estate Tax, Family Law, Tax Law, Trust Administration, Trusts & Estates, Uncategorized | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | 2 Comments

California Real Estate Market Improvement Will Be Influenced By Hispanic, Elderly, And First-Time Home Buyers

We recently read an interesting article by Catherine New at DailyFinance.com about the impact of Latino home buyers on the real estate market’s recovery in California and other states with a large Hispanic population. According to the article, the Hispanic … Continue reading

Posted in California Real Estate Law, Residential Real Estate, Strategic Foreclosure | Tagged , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Estate Tax and Gift Tax Laws and Rates Change, So Your Estate Planning Should, Too

Taxes seem to be one of the hot topics these days, especially on the presidential campaign trail. Regardless of which party controls Congress or the White House at any point in time, as taxpayers, we need to deal with the … Continue reading

Posted in California Trust Law, Estate Planning, Estate Tax, Gift Tax, Income Tax, Trust Administration, Trusts & Estates | Tagged , , , , , , , , , , , , , , , , , , , , , , | 2 Comments

At an IRS Audit, Consider a Tax Attorney and Certified Public Accountant as Your Representation

Many people like the feeling of being frightened while watching a scary horror movie. However, when they leave the movie theater, not even fans of horror films like the frightening feeling that comes from having just received notification from the … Continue reading

Posted in Corporate Taxes, Income Tax, Tax Law | Tagged , , , , , , | Leave a comment