Estate Planning for Digital Assets

DEATH, DISABILITY, AND DIGITAL ASSETS Long ago and far away, social media and digital assets did not exist. Now, everything from our friendships to our bank accounts are managed electronically. And, up til now, it has been a nightmare to …

Case Study: The Tax Saving Team

The Jones family dreamed of owning a California vineyard.  For years, they watched newspapers and websites, dreaming about property which they might someday afford in Temecula, Paso Robles, the Livermore Valley, and the Sierra foothills.  When they saw “THE PLACE”, …

Case Study: The One Hundred Million Dollar Farm

 Mike is a self-made man.  During the 1950s, he and his wife saw opportunities in California’s Central Valley to buy inexpensive farm land, and they did.  Throughout 1955 through the present day, they used every available dollar to buy additional …

Case Study: 3 Children 1 Farmer

The Smith family has owned a farm in California’s Central Valley since the 1930s.  At the present time, John and Jane run the farm and are in their mid to late 60s.  They have three children; a son and two …

Drought Year Planning for Farmers

Making a Drought Work for You Business, Tax, and Estate Planning Moves You Must Make! No one truly benefits from a drought. However, drought years are important reminders that there are business, tax, and estate planning opportunities that farmers, ranchers, …

Free Housing for Farm and Vineyard Owners

      Free Housing for Vineyard Owners?                                                                                                                                 (Farms and Ranches, Too!)                                                                                                                                      Section 119, Explained   Many writers have discussed the need to organize vineyards and wineries as separate, but commonly owned limited liability companies.  The benefits are obvious: Permitting …

How to Win a Property Tax Reassessment Appeal

Both residential and commercial properties are routinely reassessed under certain conditions.  Many have tangled with the local tax assessor over reassessments and many have lost.  But Acuña ❖ Regli has had repeated success with our approach to winning property tax reassessment …