Newsletters

Below please find links to our most recent monthly newsletters.

To sign up for our monthly newsletter, please visit here

May 2015

In this issue:

  • Accuracy-Related Penalties
  • IRC Section 1031 - Tax Deferred Exchanges
  • Tax Tip of the Month: Personal Liability For Unpaid Minimum Franchise Taxes
  • Upcoming Seminar: Everything You Always Wanted To Know About The Offshore Voluntary Disclosure Program And Foreign Bank Account Reports But Were Afraid To Ask

Click here to view our May 2015 newsletter.

 

April 2015

In this issue:

  • Creating structures in California vs. Nevada
  • Phantom Stock for Closely Held Businesses
  • Tax Tip of the Month: Charitable Remainder Trusts
  • Upcoming Seminar: Everything You Always Wanted to Know About Section 482 And Transfer Pricing Problems (And the Related International Tax Planning Opportunities) But Were Afraid to Ask

Click here to view our April 2015 newsletter.

March 2015

In this issue:

  • Beneficiary Controlled Trusts
  • Why is the Franchise Tax Board More Difficult Than the IRS?
  • Tax Tip of the Month: Micro/Wealth Captive Insurance Companies
  • Upcoming Seminar: Everything You Always Wanted to Know About Section 482 And Transfer Pricing Problems (And the Related International Tax Planning Opportunities) But Were Afraid to Ask

Click here to view our March 2015 newsletter.

February 2015

In this issue:

  • Terminated QPRTs Result in Interesting Opportunities
  • Private Retirement Plans and Private Retirement Trusts
  • Tax Tip of the Month: Selling Your Business? Time for Estate Planning
  • Upcoming Seminar: "C" Corporation Asset Sale? Martin Ice Cream and Bross: Personal Goodwill to Reduce the "Double" Tax

Click here to view our February 2015 newsletter.

January 2015

In this issue:

  • Transitioning from LLCs to Limited Partnerships
  • Making Your Irrevocable Trust Flexible
  • Tax Tip of the Month: Selling an appreciated piece of real property or a business
  • Upcoming Seminar: Everything You Wanted To Know About Going to Jail for Tax Problems But Were Afraid To Ask

Click here to view our January 2015 newsletter.

December 2014

In this issue:

  • Planning to Sell Your Business in the Next Few Years?
  • Tax Tip of the Month: Captive Insurance Companies, plus a Bonus Tip
  • Year-End Tax Planning
  • Upcoming Seminar: Everything You Wanted To Know About Public Charities and Private Foundations But Were Afraid To Ask

Click here to view our December 2014 newsletter.

November 2014

In this issue:

  • Not Happy With Your Irrevocable Trust? Here Are Some Options
  • Tax Tip of the Month: Establishing a "Micro-Captive" or "Wealth Captive"
  • Benefits of Establishing an Irrevocable Trust
  • Tax Law Comics: The Sponsible Bros - Damages

Click here to view our November 2014 newsletter.

October 2014

In this issue:

  • SEC Shuts Down Nationwide ATM Ponzi Scheme
  • Tax Tip of the Month: Investing Tip from Owen
  • Big Deductions for Pensions & Captive Insurance Companies
  • Tax Law Comics: The Sponsible Bros - LLC's

Click here to view our October 2014 newsletter.

September 2014

In this issue:

  • Year-End Income Tax Planning
  • Tax Tip of the Month: Defined Benefit Pension Plan for Your Closely Held Business
  • The Law Doesn't Work For Questionably Competent Parents
  • Tax Law Comics: The Sponsible Bros - The Audit

Click here to view our September 2014 newsletter.

August 2014

In this issue:

  • Pros & Cons of Non-Grantor Trusts for Large Capital Gains
  • Tax Tip of the Month: Checkbook IRA's
  • Bruce Givner Discusses Donald Sterling vs. NBA
  • Tax Law Comics: The Sponsible Bros - Corporations

Click here to view our August 2014 newsletter.

July 2014

In this issue:

  • Buying Leveraged Real Estate with Your Retirement Plan
  • Tax Tip of the Month: IRS Form 3520
  • Supreme Court Declines to Hear Case Involving Economic Substance Doctrine
  • Attorney Spotlight: Bruce & Owen

Click here to view our July 2014 newsletter.

June 2014

In this issue:

  • Should you Amend Your Family Trust - and Any Irrevocable Trusts - To Minimize Or Eliminate Prop. 13 Reassessment?
  • Tax Tip of the Month: Non-US persons acquiring real property in US
  • IRS Rejects Former NBA Player's Offer in Compromise, Upheld by Tax Court
  • Attorney Spotlight: Bruce's Upcoming Engagements

Click here to view our June 2014 newsletter.

May 2014

In this issue:

  • Should You Amend Your Family Trust and Other Documents Using a Fictitious Name?
  • Tax Tip of the Month: Charitable Remainder Unitrust
  • District Court Denies Couple First-Time Homebuyer Credit
  • Attorney Spotlight: Bruce & Owen's Upcoming Engagements

Click here to view our May 2014 newsletter.

April 2014

In this issue:

  • Should you amend your family trust to eliminate the "bypass" trust?
  • Tax Tip of the Month: What to do if the IRS comes a'knocking.
  • Givner & Kaye Submits Amicus Brief to the Supreme Court on case involving the Economic Substance Doctrine
  • Attorney Spotlight: Kathleen Givner, Esq.

Click here to view our April 2014 newsletter.

March 2014

In this issue:

  • Time to review your Family Trust
  • Bruce appears on Entertainment Tonight to discuss an unusual request in Phillip Seymour Hoffman's Will
  • Captive Insurance Companies: Good for Real Estate Investors, Too!
  • Tax Tip of the Month: Do's and Don'ts when being audited by the IRS
  • Attorney Spotlight: Neda Barkhordar, Esq.

Click here to view our March 2014 newsletter

February 2014

In this issue:

  • The Fall of LLCs, the Rise of Limited Partnerships
  • Tax Tip of the Month: Tax Qualified Employee Retirement Plans
  • Attorney Spotlight: Owen Kaye, Esq.
  • What the 2014 Tax Horizon May Bring to Businesses

Click here to view our February 2014 newsletter

January 2014

In this issue:

  • Time to begin planning for your 2015 Income Tax Return
  • Private Retirement Plans - Large, Flexible Asset Protection Planning
  • Tax Tip of the Month: Managing the income tax brackets between a complex trust and beneficiaries
  • Bruce Givner appears on KTLA Smart Money to discuss Little Known Tax Breaks
  • Attorney Spotlight: Bruce Gets a Shoutout from the US Tax Court

Click here to view our January 2014 newsletter

December 2013

In this issue:

  • Time for Year-End Income Tax Planning
  • Defined Benefit Pension Plans - Attractive Even With "Too Many" Employees
  • Tax Tip of the Month: Help with your overfunded pension plan
  • Attorney Spotlight: The Intersection of Tax Law and Murder!! Example 1
  • Video: Former Raider Linebacker Skates on Tax Penalty

Click here to view our December 2013 newsletter

November 2013

In this issue:

  • Welcome Letter
  • Taxation of Damages
  • Tax Tip of the Month: Captive Insurance Company
  • Single Malt Year-End Tax Planning Event
  • Attorney Spotlight: Bruce Givner, Esq.

Click here to view our November 2013 newsletter