Bulletins

 
Date

Stricter Penalty Regarding Change in Ownership For Property Tax Purposes

Chuck Trainor and Colby Campbell author article on new California real property tax law effective January 1, 2010.[read more]

January 07, 2010

Will Your Estate Planning Benefit by Converting Your IRA to a Roth IRA in 2010?

William H. Davis authors article on new rule effective January 1, 2010 regarding benefits of IRA conversions.[read more]

December 21, 2009

Energy Disclosure Requirement Delayed (Temporarily)

Chuck Trainor authors article on new law that requires California building owners and operators to disclose the energy consumption of commercial buildings beginning January 1, 2010.[read more]

December 03, 2009

Avoid the Family Feud After You’re Gone: Guide Your Successor Trustee by Smart Planning

William H. Davis authors article on how having a detailed estate plan can guide your Successor Trustee through a smooth trust administration[read more]

November 10, 2009

Buyer's Broker Wins Commission Case

Charles W. Trainor authors article on recent court case ruling that a buyer's broker is entitled to a commission, even though the transaction did not close.[read more]

October 29, 2009

Bad Times in Real Estate Provide Estate Planning Opportunities

William H. Davis authors article on gift tax opportunities during a down real estate market[read more]

October 15, 2009