JW Law Blog
May 2018
What does Tax Reform do for My Living Trust?
Congress enacted sweeping tax reform, which President Trump signed into [...]
IRS Scam
Recently I received a voicemail informing me that the IRS [...]
May 2017
Phantom Shares
In part I of this blog, regarding employee equity, I [...]
March 2017
Estate Planning for Retirement Accounts
In my earlier posts we talked about how to set [...]
January 2017
Estate Planning for Retirement Accounts–Part II
In Part 1, we discussed the fact that IRAs and [...]
Estate Planning for Retirement Accounts
Like many Americans, you may have a retirement account such [...]
January 2016
Tax Landscape of Settlement Agreements for Sexual Assault
If you have a settlement agreement that is being paid [...]
September 2019
Tax Considerations for Residents Leaving California
So if you plan on leaving California for a low or no tax state to reduce your taxes, be sure to “walk the walk” and leave a clear paper trail while doing so.
May 2019
The Hidden Downside to S-Corporations, LLC’s, and Partnerships
Many tax attorneys and tax advisors—including me—tout the tax benefits [...]
August 2018
Opportunity Zones
Opportunity Zones One of the little-known features of the Tax [...]
July 2018
After the Tax Cuts and Jobs Act of 2017
On December 22, 2017 President Trump signed the Tax Cuts [...]
April 2018
Proportionate Transfer+ See-Through Trust
Property tax reassessment—but more importantly, the avoidance of it all [...]
May 2017
“My key employee wants equity. What should I do”?
The question of employee equity comes up regularly in small [...]
