Many critical decisions faced during the divorce process require an equal measure of legal, financial, and emotional consideration.
Keeping the Family Home After Divorce
The Importance of the Family Meeting
You Are Experiencing Peak Free
At the end of the day, many of these companies are going to fundamentally change our lives, but the market’s current unwillingness to reward open-ended financial losses is likely to curtail your highly subsidized consumer lifestyle faster than most want to believe.
Exercising Options Now That You’re Out from Under AMT
We regularly work with entrepreneurs and tech employees who benefit from Incentive Stock Options (ISOs) and also often are impacted by Alternative Minimum Tax (AMT); but the relatively new tax law from
Can You Trust Your Trustee?
In the simplest of terms, a trust is a financial arrangement that allows another person, known as the trustee, to hold assets for the well-being of a beneficiary. There are many benefits to creating a trust:
Diversifying Concentrated Holdings
While focusing on building a career, they often inadvertently amass a sizable portion of their overall personal wealth in a single stock holding.
Tax-Loss Harvesting
Renting Out the Family Vacation Home
If you own a family vacation home in the mountains of Tahoe or anywhere else in the country or world, congratulations! The incredible memories made during family getaways can truly last a lifetime for so many generations. Since they are only used occasionally, many family homes sit unoccupied for the majority of the year, providing a ripe opportunity to transition the property into an income producing asset. This transition is often filled with a number of unforeseen complexities, which must be carefully navigated while converting a family’s second home into a Vacation Home Rental (VHR).
As Seen in US Chamber of Commerce: Ready to Move On? How Look to Create an Exit Plan for Your Business
Home Swapping in Paradise
Gorgeous weather, fantastic food and easy access to both the mountains and beaches make Northern California an extremely attractive place to live and one of the most popular vacation destinations in the world. For homeowners who like to travel and are looking to trim their vacation budget, or simply want a unique travel experience, the idea of home swapping may be appealing.
Finding Your Optimal Path for Legal Representation When Contemplating Divorce
When contemplating divorce, there are understandably a significant amount of personal and practical considerations to examine. A good place to begin is to familiarize yourself with the process you may soon navigate and build a thorough understanding of the legal options available to you.
CNBC’s Halftime Report Discussion of JP Morgan’s Analyst
During Sand Hill CIO Brenda Vingiello’s appearance dated December 21, 2020 on the CNBC Halftime Panel discuss today’s upgrade by JP Morgan’s retail analyst of Nike. Brenda’s commentary begins at the 3:40 mark in the video.
Can You Trust Your Trustee?
In the simplest of terms, a trust is a financial arrangement that allows another person, known as the trustee, to hold assets for the well-being of a beneficiary. There are many benefits to creating a trust: privacy, control, legacy protection and tax savings.
Tax Law Makes Private Jets Affordable
Executives who previously determined that private jet ownership was unaffordable may now be able to justify this purchase thanks to the Tax Cuts and Jobs Act (TCJA) signed into law last December.
Trading Places — Changing Residency from a High Tax State
Welcome to California, such a lovely place … you can check out any time you like, but you can never leave. Despite its natural beauty, mild climate, and other attractive attributes, some people — who once made California their home — eventually choose to leave it.
Demystifying Social Security Retirement Benefits for Divorcees
Understanding Social Security retirement benefits can be a daunting task for many, but even more so for divorcees. The eligibility rules are different when collecting a benefit on a former spouse’s employment record.
The Good, The Bad, The Ugly – New Tax Law Impact on Residential Real Estate
Like any classic “Spaghetti Western”, the recent major tax law has some “good” elements with regards to residential real estate, some “bad” outcomes, and some “ugly” aspects, too … with the “u” in ugly standing for unclear, unknown, and unresolved.
Tackling the Challenges of a Concentrated Position by Creating a CRUT
Silicon Valley is home to countless entrepreneurs who have created significant wealth, all concentrated in a single stock with very low cost basis. These positions can be quite volatile and often do not generate much income, if at all.
UTMA, UGMA, OMG
Custodial accounts are the simplest way to give property to minors, easily established at banks and brokerage firms, and do not require the need for an attorney to create a special trust. The gifts are deemed irrevocable, and age limits then apply.
Estate Planning for Your Digital Assets
As our lives are increasingly spent online from bill pay, to email and blogs to Facebook and Instagram, have you thought about what happens to your digital assets when you die?
