Kristi Norg, LLME tax manager, contributed examples of complex estate tax returns to Estate Planning at the Movies: The Art of the Estate Tax Return, a 2019 textbook written by noted tax and estate attorney Keith Schiller, Esq. In the… Read More
Tax managers Erin Carlson and Kristi Norg attended the Hawaii Tax Institute, one of the nation’s premier tax and wealth transfer conferences, in November 2019. Among the major takeaways: The importance of using the current high lifetime exemption amounts for… Read More
Tax partner Scott Jablow was recently a guest on Whissel Weekends, a weekly program on radio station The Answer San Diego devoted to real estate topics. Scott, whose practice centers on real estate tax matters, discussed the impact of the… Read More
As the preparation of 2018 tax returns begins, the Tax Cuts and Jobs Act of 2017 is now being applied for the first time. In a recent edition of the San Diego Business Journal, in an article that overviews the… Read More