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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
Low Probability, High Severity
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.
Major Changes to Qualified Small Business Stock Under the One Big Beautiful Bill Act
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.
What Churches Should Know About Federal Immigration Policy Changes
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.
New Executive Order Establishes White House Faith Office
On January 7, 2025, President Trump issued an Executive Order establishing the White House Faith Office (the “Office”).
Private Foundations vs Donor Advised Funds Chart
Philanthropically-minded clients are often advised to consider establishing a charitable vehicle as apart of their overall estate or wealth-management plan. By default, many advisors recommend a donor advised fund (“DAF”)
Inflation Reduction Act | How the Inflation Reduction Act can benefit tax-exempt organizations
Many tax-exempt organizations desire to construct clean energy initiatives on their property. What many tax-exempt organizations are not…
Preserving Your Client’s Legacy with a Dynasty Trust
An ideal client for a dynasty trust is typically someone with substantial wealth and a desire to create a lasting financial legacy for their