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.