The CARES Act provides donors “more bang for the buck” for donations made in 2020

By |2020-12-16T08:58:54-08:00December 16th, 2020|Estate Planning, Legislative/Case Updates, News|

The CARES Act provides donors “more bang for the buck” for donations made in 2020.  Here's how the CARES Act changed charitable contribution tax deductions in 2020: Prior to the CARES Act, the law provided that individual taxpayers could deduct charitable contributions only if the taxpayer itemized personal deductions instead of taking the standard deduction. After

Prop 19 Resource – California Board of Equalization Website

By |2020-12-16T09:04:09-08:00December 7th, 2020|Estate Planning, Legislative/Case Updates, News|

The Home Protection for Seniors, Severely Disabled, Families, and Victims of Wildfire or Natural Disasters Act, otherwise known as "Prop 19" goes into affect on February 16, 2021.  The California Board of Equalization (BOE) has created a website with guidance and updates on implementation and legislation.  Click the link below to access the BOE's website.

Gary S. Cunneen Joins The Firm

By |2020-04-15T21:57:39-07:00February 3rd, 2020|News|

Cunneen Booth LLP welcomes Gary S. Cunneen to the Estate Planning & Family Office team.  More than two decades of experience in corporate, financial, and insurance matters drives Gary’s understanding of estate planning and business succession planning from a multi-disciplinary perspective.  Gary understands the complexities involved with integrating family, financial, corporate, and insurance concerns

Will California Voters Bring Back California’s Estate Tax?

By |2019-04-28T18:54:17-07:00April 28th, 2019|Estate Planning, Legislative/Case Updates, News|

In 1982, California voters approved two ballot measures prohibiting the Legislature or a political subdivision of the State from imposing any tax on or by reason of any transfer occurring by reason of death (i.e., prohibiting an estate tax). SB 378, however, would enact a California estate, gift, and GST tax (subject to voter

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