Newsletter, October 2024Inside: URGENT REMINDER: CTA and FinCEN Business Registration, Estate Tax and Gift Tax Exemptions for 2024 - 2025 - 2026, Statement of Information-Secretary of State Filings Required, Is Your Loved One Becoming "Forgetful"?, and more!
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Newsletter, January 2024Inside: IMPORTANT CLIENT ALERT: The Corporate Transparency Act and Entity Reporting Requirements, what you need to knowThe Corporate Transparency Act
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Newsletter, January 2023Inside: 2023 Estate Tax Exemption and Annual Gift Exclusion Amounts, Post-Death Checklist and Action Items, The New Inherited IRA Rules, Selecting a Trustee
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Newsletter, October 2021Inside: Pending Congressional Tax Bill, with Significant Adverse Estate Planning Impact, Opportunities with Props 13 and 19 – Planning to Maintain Low CA Property Tax, The Homestead Exemption
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Newsletter, December 2020Inside: Prop 19 tax law changes, estate tax exemptions and possible tax changes, charitable tax-deductible opportunity during 2020-hurry up, Magasinn & Feldman pivots to new technologies and efficiencies.
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Newsletter, August 2019Inside: Simplifying your family trust, new California inheritance tax law, defensive planning against disgruntled heirs.
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Newsletter, May 2018Inside: How the "Tax Cuts and Jobs Act" affects your estate plan, When a child turns 18, parents' legal decisions are limited. Beware beneficiary forms. Are living trusts still important in a no-tax environment? Prop 13 - New parent-to-child property tax avoidance and flexibility after death. New Medi-Cal recovery laws. Firm recognition,
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Newsletter, January 2016Inside: Using wills and trusts to protect inheritances for children. The trustee's duty to account to beneficiaries. The avoidable Probate Court problem. New revocable transfer on death deeds. Using the benefits of portability of the estate tax exemption. IRS regulations on family discounts. Retirement plan beneficiaries. Changes in LLC Law. New IRS tax basis reporting requirements for property acquired from a decedent.
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About Us
Magasinn & Feldman offers a variety of legal, tax, business, and estate services to our clients. We pride ourselves on serving the extended families of many of our clients, over a period of many years.