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eTax Alerts

California Corner: California Clarifies When a Discretionary Trust Becomes Taxable

2 min read
FTB Legal Ruling 2026-01 clarifies when California can tax an out-of-state trust with a resident beneficiary. Timing of the distribution is everything.
California capitol building

Recent Etax Alerts

The Tax Practitioner’s Role in Preventing Medicaid Gifting Mistakes

8 min read
The gift tax annual exclusion is no Medicaid safe harbor. Learn how routine gifts trigger

Seven Million Trump Accounts and Counting — A Gift Tax Safe Harbor and Stock Donation Announcement

9 min read
Trump accounts are live and a new IRS safe harbor spares most cash gifts from

Medi-Cal’s Asset Limit Is Back: The 2026 Gifting Conversation for California Clients

7 min read
Medi-Cal's asset limit returns in 2026. Learn why California's transfer-penalty rules make the gifting conversation

OPR Eyes AI Use in Tax Practices Through a Circular 230 Lens (OPR Alert 2026-19)

6 min read
AI is already in nearly every practice. OPR Alert 2026-19 adds no new rules to
Dice spelling out wealth tax.

As Wealth Taxes Gain Steam, a New Study Finds the U.S. Code Is Already the Most Progressive in the OECD

8 min read
Wealth taxes are back on the agenda, but a Fraser Institute study finds the U.S.
Business man being saved from drowning in viruses and debt.

Triage Your Client List Before the July 10, 2026 Kwong Deadline

2 min read
The July 10, 2026 Kwong deadline is closing. Learn how to triage your client list

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