Casey S. HaleFeb 16, 2021DISTRIBUTIONS FROM A DONOR ADVISED FUND TO A PRIVATE FOUNDATIONEverything you need to know about your DAF (Donor Advised Fund) - Download the White Paper - Grants to Private Foundations CSH
David KeligianJun 29, 2020IRS AUDIT TARGETSImagine playing in a competitive game where you know your opponent’s basic strategies and operating procedures. That’s a nice advantage, and
David KeligianMar 4, 2019ANOTHER TAX TIME MACHINE!This article addresses a little known provision of partnership tax law that blesses changing a partnership agreement after the close of a ta
David KeligianFeb 28, 2019A TAX TIME MACHINE?On occasion, I come across interesting ideas involving taxation.
David KeligianMar 12, 2016THE PRACTICALITIES OF AVOIDING CALIFORNIA RESIDENCY (INCLUDING SOCIAL MEDIA AND OTHER OBSERVATIONS)"Domicile"--the place where the taxpayer has their true, fixed, permanent home regardless of where they are physically location...
David KeligianMar 24, 2014CALIFORNIA RESIDENCY – THE DOMICILE TRAPDomicile is the place where an individual has his true, fixed, permanent home and principal establishment, and to which place they have, whe
David KeligianDec 10, 2013CALIFORNIA RESIDENCY - TRAPS FOR THE UNWARYThere are many misconceptions about the rules governing whether someone is taxed as a California resident. This article provides more inform