Individuals and Families 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
Individuals and Families 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
Individuals and Families 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
Individuals and Families Domicile vs. Tax Residency: What Is Domicile and How Do You Change It? January 10, 2023 - What is a Domicile and What is a Residency? As a CPA and financial advisor, clients often ask me for ways to reduce taxes. Since… Steven J. Giacona, Partner & Practice Leader
Individuals and Families 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
Individuals and Families 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
Individuals and Families 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
Individuals and Families 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.
Individuals and Families 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 How to Pass Down Prized Jewelry, Art, and Cars May 28, 2025 - Contemporary collectors want to convey their legacy to future generations. Learn how to properly pass down jewelry, art, and more to ensure the legacy endures.
Individuals and Families 5 Mistakes Athletes Make with Name, Image, and Likeness Income May 29, 2025 - The Name, Image, and Likeness (NIL) era has transformed collegiate athletics, but that opportunity comes with responsibility. Learn how to avoid five common mistakes.
Economic and Market Outlooks Video: June 2025 Economic & Market Outlook June 2, 2025 - Markets have rebounded, and recession risks have eased—Jim Lebenthal weighs in on what investors should watch in this market outlook.
