Resources

Publications

The Special Purpose Supporting Organization

QUALIFIED SMALL BUSINESS STOCK: A Tax Home Run (and Possibly a Grand Slam) for Qualifying Tax Payers That Gets Even Better Under the New Tax Bill

Real Estate in S Corporations – How Modern MacGyvers Can Save Clients from a Ticking Tax Time-Bomb

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Articles

Distributions from a Donor Advised Fund to a Private Foundation, Casey Hale, February 16, 2021

Succeeding in Succession: Grooming a Successor, Derek Early, April 22, 2020

The Lifecycle of the Entrepreneurial Business: Wonder…Blunder…Thunder…Plunder

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Blog

Befuddled Billionaires (And Voters and Legislators and Judges Too)

“If Proposition 41 or 42 on this same ballot receive more “yes” votes than Proposition 40, then Proposition 40 could be stopped from becoming law even if it gets yes

The New SGO Rulebook: What Code § 25F and the Treasury Regulations Require of Scholarship Granting Organizations (Part 1)

A change of administrations in Washington means policy changes, and only one month into the second Trump Administration we have seen policies changing at a startling pace.

Beware The “Billionaire Tax”.

California’s “Billionaire Tax” is encompassed in Proposition 40 on the November ballot. Proposition 40 amends the California constitution and various provisions in the California Revenue and Taxation Code. It has

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