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Publications

Jul 2019
10
July 10, 2019

Attorney Spotlight: Sara Nicholson

What kind of law do you practice and what do you enjoy about it?   I practice in the Trusts and Estates group, doing tax and estate planning, and estate administration work. I love helping f...

Jul 2019
10
July 10, 2019

Do I Need to Keep This Piece of Paper?

Hopefully, you have finished your spring cleaning by now and your taxes are filed for another year. That makes this a great time to turn your attention to cleaning out your file cabinet and those b...

Jul 2019
10
July 10, 2019

Estate Planning Focus - Summer 2019

Attorney Spotlight: Sara Nicholson Six Tips for Maximizing the Tax Benefits of Retirement Assets Lessons from the 2018 Tax Season Do I Need to Keep This Piece of Paper?​ Helping Others Ac...

Jul 2019
10
July 10, 2019

Lessons from the 2018 Tax Season

Now that we have completed the first tax filing season following the 2017 Tax Cuts and Jobs Act (TCJA) changes, we can reflect on the surprises and the lessons learned to help in planning for 2019....

Jul 2019
09
July 09, 2019

Preparing for the California Consumer Privacy Act (CCPA)

The California Consumer Protection Act (CCPA) becomes effective on January 1, 2020.  However, with the bevy of proposed amendments aiming to modify and clarify the law, it can feel like compli...

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