Connelly v. United States: What California Business Owners Need to Know About Share Redemption Agreements and Estate Tax Valuation

Connelly v. United States: What California Business Owners Need to Know About Share Redemption Agreements and Estate Tax Valuation

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 »
Proposed California Wealth Tax Scares Away Billionaires

Proposed California Wealth Tax Scares Away Billionaires

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 »
Google Billionaire Larry Page Snaps Up 2 Miami Mansions for 3 Million—After Moving Business Out of California Amid Wealth Tax Threat

Google Billionaire Larry Page Snaps Up 2 Miami Mansions for $173 Million—After Moving Business Out of California Amid Wealth Tax Threat

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 »
Marjorie Taylor Greene Leaves Congress With Clear Message: A ‘Tax Revolt’ in 2026

Marjorie Taylor Greene Leaves Congress With Clear Message: A ‘Tax Revolt’ in 2026

Retiring Georgia Congresswoman Marjorie Taylor Greene used her final days in office to boost talk of a “tax revolt,” casting federal taxes as the clearest symbol of a government that, in her... Read more »
Texas proposes tax cuts for homeowners 55+

Texas proposes tax cuts for homeowners 55+

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 »
How the CoreLogic Advantage enhances property tax management

How the CoreLogic Advantage enhances property tax management

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 at the 61st Annual Hawaii Tax Institute Conference

Partner Roee Kaufman at the 61st Annual Hawaii Tax Institute Conference

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 »
‘Why us?’: Housing nonprofits are paying millions in ‘mansion tax’

‘Why us?’: Housing nonprofits are paying millions in ‘mansion tax’

Since the “mansion tax” took effect last April, a bevy of groups have aired their grievances. Developers claim the tax eats into their profit margins, stifling new housing projects. Commercial property owners... Read more »
Which L.A. neighborhoods have paid the most ‘mansion tax’?

Which L.A. neighborhoods have paid the most ‘mansion tax’?

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 »
Britain’s ultra-wealthy exit ahead of proposed non-dom tax changes

Britain’s ultra-wealthy exit ahead of proposed non-dom tax changes

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 »