Back to Estate Planning Insights Tax planning tips for $5,000 noncash charitable contributions Steve Walker December 4, 2018
Meet The Author Steve Walker Partner Steve is a Partner in the Orange County office and leads the firm’s Tax Practice. He has more than thirty years of experience in tax... Learn More
Individuals and Families Private Placement Life Insurance June 26, 2025 - The concept behind PPLI is simple: by investing inside a life insurance policy, you take advantage of the favorable tax treatment granted to life insurance.…
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.
Economic and Market Outlooks Video: July 2025 Economic & Market Outlook July 1, 2025 - The financial markets seem to be sending us a message about presidential policies and the “Big, Beautiful Bill.” Jim Lebenthal explores what they might be…