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With planned giving, you can provide long-lasting support for Episcopal Diocese of California while enjoying financial benefits for yourself.

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Friday June 12, 2026

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Indirect Gifts through FLP Trigger $1 Million Gift Tax

"Church" Fails Fourteen Factor Test

Bankrupt Heir Still Owes Estate Tax

Margin Securities Lead to Unrelated Business Taxable Income

Experienced Appraiser Supports Major Conservation Deduction

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phone 415.673.5015
fax 415.673.1510
email [email protected]

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1055 Taylor Street
San Francisco, CA 94108

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This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.