Payroll September 10, 2026
California is About to Pass Down a Staggering Amount of Wealth
A new report from LendingTree estimates that Californian homeowners 65 and older could transfer $3.4 trillion from 2026 through 2045.
Payroll April 15, 2025
Two-Thirds of Gen Z Feels Unprepared for Financial Future, Generational Wealth Transfer
As Baby Boomers are poised to pass down an estimated $84 trillion to younger generations by 2045, the data suggests younger generations aren’t equipped to handle it just yet.
Financial Planning April 9, 2025
AICPA Offers Suggestions on New Generation-Skipping Transfer Regs
These relief provisions are designed to provide a safety net for taxpayers, ensuring that their estate planning and tax strategies can be effectively implemented even if initial errors are made.