Our Thinking

We hope you find our library of materials and our Firm’s most recent Market Insights and Investment Review and Outlook interesting.

Update on Possible Tax Changes in 2021
May 11, 2021 | Estate and Tax Planning Tax Changes Under the Biden Administration
March 4, 2021 | Estate and Tax Planning Featured Articles Tax Update: California Modifies Property Tax Rules for Parent-to-Child Transfers
January 5, 2021 | Estate and Tax Planning Featured Articles Post-Election Tax Planning Update
November 13, 2020 | Estate and Tax Planning Featured Articles 2020 Year-End Tax Planning
October 9, 2020 | Estate and Tax Planning Featured Articles 2020: The Year of the SLAT
June 3, 2020 | Estate and Tax Planning The Great Thing about GRATs
April 22, 2020 | Estate and Tax Planning