COVID-19 Relief Summary

COVID-19 Relief Summary

This is a summary of changes and stimulus programs available from the CARES Act. Given the fluid nature of the pandemic and the government’s response to it, these programs are subject to change. To get current information, or if you have questions, please give us a call at 415-781-4000 to discuss. Paycheck Protection Program (“PPP”) … Continue reading COVID-19 Relief Summary

Extended Time to Make Estate Tax Portability Election

Extended Time to Make Estate Tax Portability Election

We have encountered a few situations where clients believe to have missed their opportunity to take advantage of the surviving spouse’s “portability” election to transfer a deceased spouse’s unused estate tax exclusion to the surviving spouse. The IRS is simplifying the process to remedy the situation. Note that this development can be especially advantageous to … Continue reading Extended Time to Make Estate Tax Portability Election