If you’re a California business owner with a buy-sell agreement in place, or if you’re managing the estate of someone who owned shares in a closely held corporation, a recent Supreme Court... Read more »
Billionaires are leaving California in droves in the face of a ballot initiative seeking to place a 5 percent tax on their wealth. At least six dozen billionaires left the Golden State... Read more »
Billionaire Google co-founder Larry Page has reportedly splashed out more than $173 million to snap up two mansions in the tony Miami enclave of Coconut Grove—days before it was claimed that the... Read more »
Qualifying homeowners would see school-related property tax valuations frozen at the year they turn 55, preventing future increases in that portion of their tax bill. Seniors already receive a partial exemption from... Read more »
Efficiency and accuracy are paramount for homeowners, agencies, and servicers in today’s fast-paced real estate environment. When all parties operate from a unified information source, the process becomes quicker, simpler, and more... Read more »
Partner Roee Kaufman delivered two insightful presentations at the 61st Annual Hawaii Tax Institute: “What’s a Trustee to Do: When the Interests of Beneficiaries and Settlors Collide,” alongside David Warren and Hon.... Read more »
Los Angeles is roughly a year and a half into its so-called “mansion tax,” levying charges on high-end property sales to raise money for affordable housing and homelessness initiatives. Measure ULA charges... Read more »
Street scene in Old Bond Street, Mayfair, London, United Kingdom. Pawel Libera | The Image Bank | Getty Images LONDON — Monaco, Italy, Switzerland, Dubai. They’re just a few of the destinations... Read more »