Soto Law Group has published a comprehensive new article, “Newport Beach Probate – How Long It Takes and What It Really Costs,” offering a detailed look into the probate process in Orange County, ...

The IRS issued Revenue Ruling 2023-2, which had a substantial impact on estate planning, particularly where an irrevocable ...

Explore OCBOA, a flexible non-GAAP accounting framework that includes tax-basis, cash-basis, and statutory accounting, offering an easier, cost-effective alternative for financial statements.

Discover what step costs are, why they matter in business, and explore examples showing how these costs increase at specific levels of activity for better financial planning.

The Motley Fool reports that capital gains taxes for 2025-2026 vary by income, impacting investors selling assets in taxable ...

Discover why American Healthcare REIT is the top pick for senior housing investment, with strong fundamentals and promising returns.

Comerica reports on seven critical gifting mistakes in estate planning that can lead to tax liabilities, urging careful ...

Managing your taxes can be one of the most complex aspects of estate planning and a new IRS rule change continues that trend.

Estate planner Wendell Lee explains how split basis can result in unexpected tax bills for local families handling estates in Hawai’i, and how proper planning can save them from owing tens ...

Retail landlords are heading into next year on surprisingly solid footing, making the most of robust spending that has defied gloomy consumer sentiment and pressure from tariffs. Retailers moved into ...