John A. Hargtog

In his article for The Recorder, Principal John Hartog examines the recent passage of Proposition 19 and its tax implications.

Owners of traditional Individual Retirement Accounts (IRAs) may use a special rule to achieve substantial income tax savings while benefiting charities of their choice. They may transfer up to $100,000 from their IRAs to charitable organizations without incurring income tax on the IRA withdrawal

Jerry A. Kasner Estate Planning Symposium

Icicles on the Heart:
 The Effect of Advising a Client/Trustee with Uncertain Capabilities and Tow[..]

The Southern California Tax and Estate Planning Forum

Investment assets acquired from a decedent receive a new income tax basis equal to their fair market[..]