September 2023

Authored by Mark Lobb Welcome to the September version of The Lobb Report.  The California legislative session ended on September 14.  There have been major changes in employment laws but no major new tax laws.  There are three separate ballot initiatives which are significant when it comes to tax increases which I will discuss in […]

Authored by David Kotik During a recent conversation with a client, the question arose as to whether California currently imposes an estate tax.  In response, we confirmed that California does not impose an estate tax.  It is worth noting that California has previously imposed an estate tax, and there is no certainty that an estate