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1901, 2021

IRC Sections 121 and 1031—Gain Exclusion and Deferral Riding Tandem

January 19th, 2021|Categories: Tax Articles|

Intro. The residential real property market has been active recently for rental houses and principal residences  It is perhaps for this reason that I have received several inquiries about the use of IRC Section 121 to exclude gain, the use of IRC Section 1031 to defer gain, and the potential Continue Reading

2312, 2020

Proposition 19 Client Alert

December 23rd, 2020|Categories: Tax Articles|

California voters recently approved Proposition 19, which may significantly increase property taxes when real property is transferred between a parent and child. This Client Alert explains the changes to current law and what to consider in deciding whether to take action before the new law takes effect on February 16, Continue Reading

December 2020

Monthly Tax Law Tip

“Beginning February 16, 2021, Proposition 19 will dramatically limit the exclusion from property tax reassessment for transfers between parents and children, and grandparents and children. If you plan to take advantage, don’t wait to consult your tax advisor or estate planning attorney.”