Author Archives: s.lieber

When was the last time you reviewed your estate plan?

Once an estate plan has been made it must be actively monitored. Monitoring an estate...

Why Property Tax Planning Is So Important

California property values keep going up and up. The high rate of appreciation has led...

Tax Compliance Provisions Included in The Surface Transportation and Veterans Health Care Choice Improvement Act of 2015

The Surface Transportation and Veterans Health Care Choice Improvement Act of 2015 became effective on...

Case Study: How the Best Estate Planning can Still Result in Issues, Part 2. Using Grantor Trusts

In February I introduced you to Bob, a successful businessman with a typical estate plan and...

The Importance of Estate Planning

I recently attended a California Society of Certified Public Accountants (Cal CPA) Estate Planning Interest Group...

Case Study: How the Best Estate Planning Can Still Result in Issues

Sometimes estate planning works out for clients, and sometimes it doesn’t. A good estate plan...

What Your CPA Should Be Telling You About Gifting

2012 was a big year for gifting. Many feared the $5,125,000 estate and gift lifetime...

Estate Planning for Business Owners

When a loved one dies, paying Uncle Sam is the last thing anyone wants to...