Resources

Publications

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

Hitting the Tax Trifecta: Estate, Income, And Property Tax Minimization For Clients With California Real Estate

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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

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.