An article by Eric Bardwell titled “The Power of Trusts in Tax Planning for Noncitizens” was published in the April 19, 2021 issue of Tax Notes State, Tax Notes International, and Tax Notes Federal.
An article by Eric Bardwell titled “California Admits Incomplete Gift Non-Grantor Trusts Work…For Now” was published by Bloomberg Tax on December 3, 2020. It was republished by the Tax Management Estates, Gifts, and Trusts Journal on January 7, 2021. Read the article here.
Eric Bardwell and Matthew Landa co-wrote the article, “Wondering if Wandry Works? The Devil Is in the Details,” published by TaxNotes.
Eric Bardwell co-wrote the article, “Tax Court Ruling Highlights Importance Of Formula Clauses,” published by Law360.
Eric Bardwell co-wrote the article, “INSIGHT: Stock Ownership Plans Can Minimize Tax on Liquidity Event,” published by Bloomberg Tax.
Eric Bardwell and Catherine DeBono Holmes’ article “INSIGHT: Are You Eligible for Tax-Free Capital Gains?” was published by Bloomberg Tax on December 2, 2019. Read the article here.
Gordon Schaller’s and Eric Bardwell’s article, “Double Whammy: Federal Estate Tax Repeal Could Substantially Increase Tax For California Residents” was published in the LISI Estate Planning Newsletter.
With all of the talk about potential repeal of the federal estate tax1, many people have decided to postpone further estate planning, hoping that the repeal will occur. However, Californians should hold out no such hope. On February 21, 2017, California State Senator Scott Wiener announced a ballot measure, Senate Bill 726, that would create […]
Eric Bardwell wrote the article “New 3.8% Medicare Contribution Tax on Unearned Income Could Cause Additional Tax for Wealthy Individuals Disposing of Real Estate,” which appeared in California Tax Lawyer, Vol. 19, No. 4, Fall 2010.