by Dave Duringer - Protective Law Corp | Nov 28, 2020 | Property Tax
Barring any assistance from a Kraken tentacle or two, it looks like California’s Prop 19 passed. Many families will be negatively affected and you should contact us right away for preliminary legal advice on whether you might benefit from taking immediate...
by Dave Duringer - Protective Law Corp | Feb 4, 2019 | Estate Planning, Estate Tax, News & Commentary, Property Tax, Tax Planning
While the estate tax is a perennial boomerang, Warren’s wealth tax tomahawk chop flies in the face of the Constitution’s prohibition on unapportioned scalping: The Constitution prohibits federal direct taxes that are not apportioned by population,...
by Dave Duringer - Protective Law Corp | Jan 26, 2018 | Archived, Asset Protection, Estate Planning, Property Tax, Tax Planning
One of the hidden costs of cheap estate planning is the unexpected and very unpleasant surprise of property tax reassessment. We’ll focus on this topic at our Family Protection Clinic (aka estate planning seminar) lunch meeting on Tuesday, March 27, 2018. (Our...
by Dave Duringer - Protective Law Corp | Jul 22, 2017 | Estate Planning, Property Tax, Tax Planning
The California Supreme Court, in a 6-1 decision, has held that a city or county may impose documentary transfer tax on the transfer of the ownership interests in a legal entity that owns real property located in the locality. In 926 North Ardmore Avenue, LLC v....
by Dave Duringer - Protective Law Corp | Apr 8, 2017 | Property Tax, Retirement Planning, Tax Planning
In general, the most tax-friendly states for retirees are, in order, Alaska, Delaware, Georgia, Nevada, and Wyoming, according to the J.P. Morgan report. The least tax-friendly states, in order, are New Jersey, Connecticut, New York, Maine, and Vermont. Property taxes...
by Dave Duringer - Protective Law Corp | Jan 29, 2017 | Asset Protection, Estate Planning, Property Tax, Tax Planning
This past November, San Francisco voters approved Proposition W, a ballot measure that increased real property transfer tax rates and made certain other changes to the language of the San Francisco transfer tax ordinance. One of the changes provides that any...
by Dave Duringer - Protective Law Corp | Jan 13, 2017 | Asset Protection, Estate Planning, Income Tax, Property Tax, Retirement Planning, Tax Planning
California slaps high tax rates on the rich, and when they and/or their income leaves the state, the solution is…guess what…more taxes. Including property taxes, especially commercial. Or is it the gun control that is chasing good families away?...
by Dave Duringer - Protective Law Corp | May 16, 2016 | Charity, Estate Tax, Gift Tax, Income Tax, Property Tax, Religious Faith, Tax Planning
Through our work with the Andersons, Pitcairn has seen firsthand how a family can build a lasting philanthropic legacy, and we’ve identified five key traits that contributed to their success. We believe other wealthy families can better achieve their own philanthropic...
by Dave Duringer - Protective Law Corp | Oct 17, 2015 | Estate Planning, Property Tax, Tax Planning, Trust Admin
For a deeper understanding of this subject, please take our self-paced online course or attend one of our live seminars. All training is free. Follow @guntrust If attacked, do you want to be Victor or Victim? At SacredHonor.US, we hate for people to die...
by Dave Duringer - Protective Law Corp | Oct 17, 2015 | Estate Planning, Property Tax, Tax Planning, Trust Admin
For a deeper understanding of this subject, please take our self-paced online course or attend one of our live seminars. All training is free. Follow @guntrust If attacked, do you want to be Victor or Victim? At SacredHonor.US, we hate for people to die...
by Dave Duringer - Protective Law Corp | Oct 17, 2015 | Estate Planning, Property Tax, Tax Planning, Trust Admin
For a deeper understanding of this subject, please take our self-paced online course or attend one of our live seminars. All training is free. Follow @guntrust If attacked, do you want to be Victor or Victim? At SacredHonor.US, we hate for people to die...