Clarity Today, Security Tomorrow, Prosperity for Generations

California Estate Tax: Your 101 Guide to California’s Death Tax

This guide simplifies the complexities of estate taxation, and highlights key considerations and resources for residents of the Golden State.

Understanding California’s Inheritance Tax

Navigating the world of inheritance taxes can be a complex journey, filled with nuances and varying state laws. This intricate financial terrain, which impacts the transfer of assets after a person's...

Is Inheritance Community Property in California?

California is a community property state, which significantly influences how inheritance is treated in various scenarios such as marriage, divorce, and death. While the general perception is that...

Replay: Webinar with Osterweis

We had another fantastic conversation with the portfolio managers of the Osterweis Strategic Income Fund this week.

2023 Recap – A Pessimism-Defying Rally

This time last year, pessimism was rampant. Investors had just endured a brutal 2022, inflation was high, and every 2023 forecast referred to a potential,...

End of Year Note + BEW Webinar + Links

At the risk of spiking the football on the one-yard line, 2023 has turned into a great year for investors.

An Overview of Tax Changes in 2024

As it does annually, the Internal Revenue Service (IRS) announced 2024 updates, including adjusting figures for inflation.

Replay: Webinar with Tony Coniaris of Oakmark Funds

We find it fascinating to hear Tony describe how much process, consideration, and analysis goes into building Oakmark portfolios. We encourage everyone who...

Taxes On Inherited Property In California

Understanding inheritance laws and taxes in California is crucial for anyone who finds themselves as a beneficiary of a property. However, these regulations and rates can get complicated quickly.

Perspectives for Investors on the War in Ukraine

The Ukraine invasion demonstrates that the world can turn ugly – dramatically and unexpectedly. Diversification is the best protection against what is...

The Ins and Outs of Roth Conversions – a Powerful Planning Tool

For most Americans, fall means football season. For financial planners, fall means Roth conversion season. There may be no financial planning strategy that...

Planning for Restricted Stocks & RSUs

Understand how your stock grants work and be confident that you’re maximizing the value of your equity compensation.