Fred Whitaker Last month, we spoke about the possibly devastating effects of the expiration of the Bush Era tax acts as it relates to income taxation, not just estate and…
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Fred Whitaker Without new federal legislation, the per person gift and estate tax exclusion will drop from $5.12 million to $1 million of net worth per person on January 1,…
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Fred Whitaker Homeowners who have resisted refinancing despite the low interest rates for fear of risking personal liability in the event of foreclosure will soon have cause to celebrate. Starting…
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Fred Whitaker There is a relatively new and exciting form of limited liability company (“LLC”) that has been attracting owners who own multiple properties. This form of LLC is the…
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Last week we heard the news of an improved economy because the July 5 report from the Labor Department and ADP, Inc., indicated that new jobless claims fell by 14,000…
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Fred M. Whitaker, Senior Partner at Cummins & White, LLP. If you have questions related to this article, please contact Fred Whitaker at (949) 852-1800 or fwhitaker@cwlawyers.com. Last month we…
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Last month we discussed that “Operating Businesses Need an Operator.” Operating businesses—whether you want to sell your business to a third party, your employees, or give it to your heirs—need…
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If you have a lawyer, a CPA, or a financial planner, you have probably been inundated in the last few months with urgent calls, e-mails, newsletters and the like imploring…
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With the holidays approaching, more than 75% of all companies plan to hold parties to boost office morale, reward employees, break down barriers, and celebrate the end of a year.…
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INTENTIONALLY DEFECTIVE GRANTOR TRUSTS PROTECT ASSETS FROM ESTATE AND GIFT TAXES Highlights Cummins & White, LLP developed a plan to help the owner of a successful business protect more than $30…
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