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Member Articles


2020 Tax Planning Resource Center

Our Family Wealth group has authored several resources to help you understand and revisit your estate plan and gifting strategies in light of potential legislative changes and today’s economic environment. Resources I ...

Fall 2020 California Privacy Law Update

Authors: Scott Hall and Foram Dave. This year has been, and continues to be, a rollercoaster for privacy laws and legislation in California. From CCPA to CPRA, and other new privacy legislation signed into law or vetoe ...

San Francisco Tax Propositions on the November Ballot

Authors: Jeffry Bernstein, Jessica Wilson, and Kit Driscoll San Francisco voters will confront a number of tax measures on the November ballot. These measures are summarized below. Proposition F – Adjustment of Base ...

Another Daunting San Francisco Ballot

Authors: Tay Via, Megan Jennings, Daniel Gershwin, Ashley Weinstein-Carnes, Lisa Gluckstein, and Kit Driscoll San Francisco voters will again confront a formidable ballot on November 3, 2020, with 13 San Francisco prop ...

California State Ballot Includes Major Property Tax, Rent Control Measures

Authors: Tay Via, Dan Gershwin, Caitlin Connell, Kit Driscoll, and Lisa Gluckstein  While the focus in November is on the top of the ticket, Californians also face a long list of ballot measures. Here we focus on thre ...

2020 Tax Planning: Techniques that May Not Exist in 2021

Major tax reform discussions are ongoing in Washington and Sacramento while everyone at home is busy navigating the pandemic. Many commentators are predicting that budgetary pressures resulting from the COVID-19 stimulus ...

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