Real Estate Opportunity Zones Under the One Big Beautiful Bill Act August 25, 2025 - Originally enacted as part of the Tax Cuts and Jobs Act of 2017, Opportunity Zones (OZs) were created to channel private capital into economically distressed… Joseph Matus,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
Economic and Market Outlooks Fourth Quarter 2025 Economic and Market Outlook October 9, 2025 - The U.S. economy continues to outperform global peers, supported by resilient growth, strong earnings, and optimism around AI-driven investment, even as tariffs and still-tight monetary…
Incentive Stock Options Turning Equity Compensation into a Strategic Asset October 16, 2025 - Equity awards have become increasingly popular among employers, as they can enhance employee retention, motivate performance, and be tied to metrics that align with broader…
Individuals and Families How High-Net-Worth Families Pay for College October 6, 2025 - High-net-worth families can often afford college outright, but thoughtful planning turns tuition into a strategic opportunity. From 529 plans and trusts to insurance and gifting…
