Real Estate Opportunity Zones Under the One Big Beautiful Bill Act August 25, 2025 - Originally enacted as part of the Tax Cuts and Jobs Act of 2017, Opportunity Zones (OZs) were created to channel private capital into economically distressed… Joseph Matus, Principal
Real Estate How to Become a Snowbird in Retirement – 7 Tips to Help You Prepare April 10, 2024 - Transitioning into a snowbird lifestyle during retirement requires planning and readiness. Explore invaluable tips to help you prepare. Kim Curtis, Partner
Real Estate Opportunity Zones February 20, 2024 - Explore the evolving landscape of Opportunity Zones and how the proposed legislation could extend the benefits and reporting requirements for investors using Qualified Opportunity Funds… Paul Chmielewski, Partner
Real Estate Strategies to Help Your Child Buy a Home March 20, 2023 - How to Help Your Adult Kids Buy a Home. Each strategy can have major estate, tax and family dynamic implications. Here are several different strategies… Kevin Dorwin, Partner & Practice Leader
Real Estate Domicile vs. Tax Residency: What Is Domicile and How Do You Change It? January 10, 2023 - The distinction of domicile versus residency begins the critical path that determines a person’s tax home for income and estate tax purposes. Steven J. Giacona, Partner & Practice Leader
Real Estate Staying in the Marital Home After Divorce: Emotions vs. Economics December 10, 2022 - As someone contemplates divorce, one of the most common concerns, after custody of the children, is whether either spouse will be able to continue living… Mariella Foley, Partner
Real Estate Three Things to Consider When Moving to a Non-Income Tax State November 22, 2021 - Changing residency is not as simple as one would think. Extreme care must be taken and you must have a game plan ready to execute.… Cheryl Donaldson, Senior Principal
Real Estate California Homeowners’ Exemption vs. Homestead Exemption: What’s the Difference? May 17, 2021 - Many homeowners may not be aware of an exemption that slightly lowers annual property taxes or the exemption that protects homeowners from a particular kind… Judith Gordon, Principal
Real Estate Dreaming of Downsizing? An Upside Property Tax Consideration November 11, 2019 - California propositions 60 and 90 may help some homeowners maintain their current property tax basis after purchasing a new home.
Real Estate Should I Pay Off My Mortgage? New Tax Law Changes the Math for Some May 5, 2018 - Whether or not to pay off your mortgage is a decision that requires careful thought and consideration of both financial and non financial factors. Kevin Dorwin, Partner & Practice Leader
Estate Planning Estate Planning Tax Strategies with the One Big Beautiful Bill Act September 22, 2025 - The One Big Beautiful Bill Act extended the 2017 tax cuts set to expire at the end of 2025, but several new tax provisions were…
Family Office Webinar Recording: Tax Optimization and Thoughtful Wealth Planning for Liquidity Events September 23, 2025 - A liquidity event—whether from a business sale, IPO, merger, or other transaction—creates a unique opportunity to design plans that minimize tax exposure and shape a…
Individuals and Families How AI Is Affecting the Global Economy September 2, 2025 - Artificial intelligence (AI) is designed to replicate and augment human intelligence by training machines to think and learn like humans. The concept has been around…
