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CA Medi-Cal Asset Limits going to $130,000 for individual and $195,000 as of July 1, 2022

Jul 22, 2022

Formerly, applicants to the CA Medi-Cal program were limited to $2,000 in asset ownership in order to qualify for benefits....

Portability Election now has 5 year window

Jul 22, 2022

The IRS issued a private letter ruling [Revenue Procedure 2022-32 (irs.gov)] allowing the election of a Deceased Spouse’s Unused Exemption...

Payments

Oct 19, 2020

For payment of an invoice for legal services, click here: For pre-payment of legal services to be deposited into client...

Good overview of current tax plan

Nov 9, 2017

https://www.accountingtoday.com/opinion/2017-tax-reform-proposed-individual-tax-changes-in-the-tax-cuts-and-jobs-act

Trump Tax Plan – Wait & See?

Sep 28, 2017

https://www.bloomberg.com/news/articles/2017-09-27/trump-plan-s-business-tax-cut-seen-as-major-boon-for-the-top-1 Proposal a “guidepost” for tax writing committees.  Plan cuts income tax brackets to three from 9.  Would eliminate Estate/Generation...

November 2016 Newsletter

November 2016 Newsletter

Nov 24, 2016

EP 401 – Captive Insurance Company Webinar Materials

Oct 6, 2016

For a link to the materials referred to by Brad during today’s call, please send an email to:   don.sweet@rodnunskylaw.com...

EP 101: Sept 23 Fri 12pm Revocable Trust Plans – A B C planning.

EP 101: Sept 23 Fri 12pm Revocable Trust Plans – A B C planning.

Sep 17, 2016

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EP101: Estate Planning 101 seminar for advisors & clients Oct. 28 Fri 12pm

EP101: Estate Planning 101 seminar for advisors & clients Oct. 28 Fri 12pm

Sep 17, 2016

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September 2016 Newsletter

September 2016 Newsletter

Sep 15, 2016
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  • Rodnunsky & Associates - Bay Area
  • 555 Twin Dolphin Dr. Suite 330, Redwood City, CA 94065
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Important Disclaimer

This website is informational in nature only. It does not constitute, nor it may be relied upon, as legal or tax advice; nor does it establish an attorney client relationship which may only be established by a signed agreement between client and attorney. Always consult qualified counsel.

© 2014-2016 Don Sweet, Esq.

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