Legal and Tax Updates | New Tax Laws | Gift Tax Opportunities | Year End Tax Planning | David Hellman

Presentations and Newsletters

All documents listed below are in PDF format available for downloading or reading online. Each link will open a new browser window.

Presentations

Legal and Tax Aspects Of Disposition Of Distressed Properties
This Outline is Written Assuming that the Reader is Disposing of a Distressed Property.
Taking Advantage of 2011-2012 Estate and Gift Tax Opportunities

Newsletters

Winter 2011 Tax Newsletter
New 2010 Tax Relief Act
Roth conversions
Health care reform: The Health Care Acts included many tax provisions
California Sales Tax: Individuals and Business
Summer 2007 - Year End 2007 Tax Changes
Avoid Identity Theft
Medical Identity Theft On The Rise
Charitable Contribution Deductions
Use Tax Due On Internet And Out-Of-State Purchases
Year-End 2007 Tax Changes
Summer 2006 - New Tax Laws
Making a loan to a family member
Document retention
California State Bar Association website
Internet and out of state purchases
Winter 2006 - New Tax Laws
Valuing a donated vehicle, identity theft, monetary gifting
Fall 2005 - New Tax Laws
Feb. 2005, California Tax Amnesty
(February 1 – March 31, 2005)
2004 Year-end - New tax laws
Annual Gifting
Gifting Your Home to Your Children
Year–end Tax Planning Opportunities