CA Medi-Cal Asset Limits going to $130,000 for individual and $195,000 as of July 1, 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
The IRS issued a private letter ruling [Revenue Procedure 2022-32 (irs.gov)] allowing the election of a Deceased Spouse’s Unused Exemption...
Payments
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
https://www.accountingtoday.com/opinion/2017-tax-reform-proposed-individual-tax-changes-in-the-tax-cuts-and-jobs-act
Trump Tax Plan – Wait & See?
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
EP 401 – Captive Insurance Company Webinar Materials
For a link to the materials referred to by Brad during today’s call, please send an email to: [email protected]...
EP 101: Sept 23 Fri 12pm Revocable Trust Plans – A B C planning.
Powered by Eventbrite
EP101: Estate Planning 101 seminar for advisors & clients Oct. 28 Fri 12pm
Powered by Eventbrite
