Uncategorized – Taxes, Real Esate, and Wealth

How I Got Here

After spending several years in the restaurant industry in my native San Francisco, I decided to go to Law School in the Midwest. Graduating in 2004, I moved back home to practice Real Estate Law. After ten years working largely in Land Use, I obtained an LL.M. in Taxation from the University of San FranciscoContinue reading “How I Got Here”

ESTATE TAX BASICS

Overview Although the federal Estate Tax regime only applies to a small percentage of potential filers, those to whom it does apply need to be mindful of a number of nuances of Estate Tax when filing a return. This article may be used as a primer to assist clients with Estate Tax compliance. Estate taxContinue reading “ESTATE TAX BASICS”