Taxation

Ca. Tax Lawyer JANUARY 2020, VOLUME 28, NUMBER 3

Contents

Message from the Immediate Past Chair…………………………………………………………………………….2

Tax Lawyers Be Aware of New Ethical Rules Governing Law Practice in California…………………3
By Richard A. Shaw

When Will Modifications of a By-Pass Trust Be Respected for Basis Step-Up?……………………….13
By Robin L. Klomparens

Suggestions for Improved Transparency and Accountability of California Taxes Via Improved Tax and Budget Literacy…………………………………………………….18
By Annette Nellen, CPA, Esq.

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