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    • Wills
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  • Lisa Intrieri Caputo
  • John M. Wunderling
  • Daniel S. Gonzales
  • Dan G. Berris
  • Christina M. Bedolla (Ginger)
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  • Pamela Y. Louie
  • Stephen W. Bucher
• In Memoriam
• News & Announcements
  • 2024
    • July
      • Close-Up on Pass-Through Entity Tax Laws
      • Do You Qualify for the 0% Tax Rate for Capital Gains and Dividends?
  • 2022
    • January
      • Negotiate With a Letter of Intent
      • Real Property and the Estate Process
  • 2021
    • December
      • Turn Customer Complaints Into Value-Building Opportunities
    • November
      • How to Make the Most of the Annual Gift Tax Exclusion
    • October
      • Buying Versus Leasing a Car
      • What is the Value of Your Business?
    • September
      • Prepare Your Family With a Thoughtful Letter
      • 20 FAQs About RMDs
      • Consider a New Approach to Meeting Your Business Real Estate Needs
      • Be Aware of the Stakeholders in Your Business ... Or You May Regret It
    • August
      • What to Include to Strengthen a Lease
      • Seeking Tax Shelter Through Charitable Trusts
      • Learn the Tax Score for Fantasy Sports
      • Deadline Coming: Follow Up on Your PPP Loans
    • July
      • Take Time to Review Your Retirement Savings Strategy
      • Seven Non-Tax Reasons to Create a Trust
      • Handling Financial Affairs After Remarriage
      • Should You Consider an Employer Roth 401(k) Account?
    • June
      • Budget Check Up: Tax Time Is the Right Time
      • Financial Strategies in a Post-DOMA World
      • A Special Trust for Special Needs
      • How Landlords Can Cope with Pandemic Fallout
      • As the Economy Warms Up, Will You Be Ready?
    • May
      • When a Company Retains Counsel for Employees
      • Carefully Negotiate the Terms of a Work Letter
      • Seven Reasons to Update Your Will
      • Anticipating a Staffing Crunch? Here's a Possible Solution
      • Are Your Former Employees Eligible for COBRA?
    • April
      • Don't De-Worse-ify When You Diversify
      • Dynasty Trusts: Step Into The Limelight
      • An 'Intentionally Defective' Trust Can Save Taxes
      • The Evolution of the Employee Retention Credit
      • Big Changes to the Child Credit for 2021
    • March
      • Disputes Arising Over a Power of Attorney
      • What's Happened with My Tax-Free Transportation Fringe Benefits?
      • Would a Revocable Trust Be Beneficial for You?
      • Penalties Imposed on 5 Employers for Federal Labor Violations
      • Tips for Starting a New Business Today
      • Understanding Marginal Income Tax Brackets
    • February
      • A Brief History of Estate Taxes
      • Avoid Family Feuds When Distributing Assets
      • Digital Banking is Revolutionizing the Banking Industry
      • Important Tax Figures for 2021
    • January
      • Contract Jurisdiction: Where Will a Dispute Be Heard?
      • Risk Protection When You Build, Renovate or Convert to Condo
      • Why Business Owners Don't Plan for Succession ... and Why it's Critical
      • Closing Your Corporation or Pass-Through Entity? Manage the Tax Implications
      • The Tax Implications of Closing a Schedule C Business
  • 2020
    • December
      • Let Logic, Not Emotion, Prevail Over Your Portfolio
      • Save on Taxes While Doing Good
      • What's Involved in Being an Estate Executor?
      • Will Your Work-From-Home Policy Continue, Post-Covid-19?
      • Year-End Estate Planning Tips for 2020
    • November
      • Align Your Will With Other Documents
      • Tackling Tax Issues if You're an Estate Executor
      • Assess the Coverage You Need
      • COVID-19-Related Paid Leave Requirements Get a Fine-Tuning
      • Be on High Alert for Ransomware Attacks
    • October
      • The ABCs of Zero Coupon Bonds
      • Put It in a Letter
      • If You're a Non-U.S. Citizen, Estate Planning Rules Are Different
      • IRS Publishes New Business Travel Per Diem Rates for 2021
      • 7 Expiring Tax Breaks for Individuals
    • September
      • Transfer Pricing: Maximize Opportunities and Minimize Risks
      • Follow the Blueprint for Evictions
      • Add Spendthrift Language to a Trust to Safeguard Its Assets
      • Election 2020: Where Do the Candidates Stand on Business Tax Issues?
      • Spotlight on Individual Tax Matters in the 2020 Election
      • Seismic Economic Shift Jeopardizes Viability of Certain Life Insurance Contracts
    • August
      • A Qualified Personal Residence Trust for Your Vacation Home
      • Tax Court: Trusts Can Qualify for the Beneficial Real Estate Pro Rule
      • Create a Road Map for Your Estate Plan
      • Tax Considerations for Principal Residence Foreclosures Today
      • Back to the Future: Prior-Law Kiddie Tax Rates Retroactively Reinstated
    • July
      • A Surviving Spouse's Right to a Portion of an Estate
      • Three Ways to Get Tax Breaks for Home Improvements
      • Leaving a Legacy for Your Heirs
      • Hobby or Business? How to Treat COVID-19 Sideline Activities for Taxes
      • Who Will Run Your Business After You?
    • June
      • Red Flags for IRS Tax Auditors
      • Retirement Accounts and Your Estate Plan
      • Master the Fundamentals of Estate Planning
      • Keep Employees COVID-19 Free: An Employer's Guide From OSHA
      • Last-Minute Strategies for Businesses that Deferred Filing Tax Returns
      • LLC: A Blueprint to Limit Liability and Cut Taxes
    • May
      • The Rights and Duties of a Subcontractor
      • A Trust to Help Fund the Payment of Estate Taxes
      • Global Fraud Epidemic: How to Keep Your Organization Safe
      • Plan for Employee Safety as Employees Return to Work
    • April
      • Living Wills: Simple Yet Effective
      • Should You File a Business Interruption Claim for COVID-19 Losses?
      • COVID-19 Tax Relief: TCJA Loss Limitation Rules Are Eased
      • In Memoriam Clarence J. ("Bud") Ferrari, Jr. 1934-2020
      • The Coronavirus Aid, Relief, and Economic Security (CARES) Act
      • Understanding Estate Administration and the Probate Process
      • Tax Consequences of Borrowing From a Retirement Plan
      • Inheriting a Spouse's IRA? Plan Carefully
    • March
      • How to Manage COVID-19-Related Business Risks
      • Federal Tax Relief to Alleviate COVID-19 Hardships
    • February
      • Plan Around the Medicare Tax on Investment Income
    • January
      • Dynasty Trust Provides a Bridge to Keep on Giving
      • Estate Planning for Singles: Current Tax Rules May Dictate Changes
      • Should You Revoke Your Will?
      • Low Tax Rates Provide Opportunity to 'Cash Out' with Dividends
      • Joint Returns: Spouses Are Guilty Until Proven Innocent
      • Tax Rules that Apply to Home-to-Rental Conversions
  • 2019
    • December
      • A Wise Approach to College Savings
      • "Passive" Job Candidates Can Be a Great Catch
      • FAQs about Home Office Deductions
    • November
      • Estate Planning for Personal Property: Why You Should Sweat the Small Stuff
      • Give Away Your Potential Tax Liability
      • Get Real: New ID Requirements for U.S. Travel
      • What Employers Should Know about HSAs
    • October
      • Lease Business Property to Your C Corporation
      • A Landlord's Right to Evict
      • What Will Happen to a Special Needs Child Without a Solid Estate Plan?
      • New Business Travel Per Diem Rates Announced for 2020
      • Reap Tax Rewards from Year-End Harvesting
      • Disability Insurance: Do You Have Enough?
      • Exploring Six Common Myths about Trusts
    • September
      • FAQs About Virtual Currency and Your Taxes
      • Tax Implications of Refinancing Your Home
      • Estate Planning for Singles: Current Rules May Dictate Changes
      • Delinquent Taxpayers: How Much Does the IRS Let Them Live On?
    • August
      • Key Tax Issues to Consider When You Lose a Loved One
      • Don't Delay Dealing with Chronically Late Employees
      • The Clock May Be Ticking on Corporate Stock Redemptions
    • July
      • Can Your Building Make Tax History?
      • Employer Responsibility for Gig Workers Evolves with Safety Concerns
      • Are Pop-Ups a Fresh Marketing Concept - or Merely a Fad?
    • June
      • Will You Have to Pay Tax on Social Security Benefits?
      • Tap into the Power of a Grantor Trust
      • How to Benefit from the Rising Average Age of American Workers
    • May
      • When to Update Your Estate Plan
      • Exploring the Cashless Movement in Retail
      • The GST: Wealth that Skips a Generation
    • April
      • Follow Detailed Recordkeeping Rules for Vehicle Expense Deductions
      • Does Your Company Allow Vaping on the Job?
      • Roth IRAs: A Great Estate Planning Vehicle
      • Congratulations to Daniel S. Gonzales, 2018 Professional Lawyer of the Year
  • 2014
    • January
      • Scorecard of Key Expired Tax Breaks
      • The Benefits of a Q-Tip Trust
      • Custodial Accounts: What Parents and Grandparents Should Know
  • 2013
    • December
      • How College Financial Aid Benefits Are Taxed
      • Online Sales Tax: The Future is Still Uncertain
      • Wall Street slumps as Disney and Macy's slam consumer shares
      • Estate Planning When Your Spouse is Not a U.S. Citizen
    • November
      • Can You Deduct an IRA Loss?
      • Nursing Home Fraud: Studies Expose a Lesser-Known Risk
      • Dealing With an Inheritance
      • Higher-Income Taxpayers: Open the Door to a Roth IRA
    • October
      • Investigate Zoning Laws Before Committing to a Location
      • What's Ahead? IMF Predicts Slow but Steady U.S. Comeback
      • Be Aware of the Stakeholders in Your Business -- Or You May Regret It
    • September
      • Planning Around the New Medicare Tax on Investment Income
    • August
      • Charitable Giving: Which Americans Are the Most Generous?
      • Giving Gifts to Employees? IRS Wants Its Share
      • IRS Issues Same-Sex Marriage Guidance
    • July
      • What's Your Real Marginal Tax Rate?
      • The Basics of Estate Planning
      • Court Rules Service that Skips TV Ads Can Continue
      • When Is an Executive Personally Liable for Claims Against a Business?
      • Regulation FD: Use Caution When Disclosing Information
      • How the Supreme Court Rulings Affect Employee Benefits
      • Tax Implications in the Supreme Court DOMA Case
    • June
      • The Steps of the FINRA Arbitration Process when an Investor Has a Serious Dispute
      • A Measured Approach To Selecting The Right Trustee(s)
      • June 17 Deadline for Some Taxpayers with Foreign Assets
      • Controlled Group Analysis Is the Key to Complying with Benefits Rules
    • May
      • Terrorism Insurance: Understanding its Limits and Provisions
      • Tax and Other Considerations When Selling Your Home
      • Name an Understudy for Yourself with a Power of Attorney
    • April
      • Target Date Funds: What Employers Should Know
      • How Does Your 401(k) Plan Measure Up?
      • Your Estate Planning When the Market Declines
      • Dealing With Portfolio Losses
    • March
      • Business Sale: Who Owns Professional Goodwill?
      • Collect More Depreciation Tax Benefits Now
      • Estimated Taxes: Pay as You Go or Pay the Price
      • IMPORTANT ALERT: 2013 Estate and Gift Tax Update
      • Health Insurance and Medical Expenses: What Can You Deduct?
    • February
      • IRS Cracks Down on Tax ID Theft: Could You Be a Victim?
    • January
      • Ten Reasons to Have a Will and Estate Plan
      • Do You Have Too Much Money in Your IRAs?
      • Fiscal Cliff Law Extends IRA Donation Tax Break: Can You Benefit?
      • Businesses Step Up Lawsuits against Online Criticism
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