Posts made in October, 2017


February 10 and 11, 2018 SBCA Annual Meeting/Dinner Hilton San Diego Bayfront, One Park Boulevard, San Diego, CA 92101 Enclosed here is a registration form and proxy for the 2018 SBCA Annual Meeting to be held at Hilton San Diego Bayfront, One Park Boulevard, San Diego, California 92101. The meeting will begin on Saturday afternoon, February 10, 2018 (4:00 p.m. – 8:30 p.m.) focusing on business matters, legislative updates, and...

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Hi folks, Just wanted to give you another quick update on the SBCA’s efforts on the tax reform front. As some of you may know, I’m a member of Senator Ben Cardin’s tax advisory group. The other day, he and Senator Van Hollen met with that group by conference call to discuss the upcoming tax reform bill in the Senate.  The call lasted for an hour.  The Senators started with a recap which did not shed much light on the behind the scenes...

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In This Alert:  What’s Going on With Health Care What We’ve Been Up To Over the past forty-eight hours, the Trump Administration took two significant actions on health care which are clearly intended to undermine the Affordable Care Act (ACA) but which also have the potential to create a great deal of both short and long term turmoil and uncertainty in the health insurance sphere. First, on Thursday morning, the President issued an...

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Dear SBCA Members, We are pleased to inform you that, just this morning, the Treasury announced that it will be withdrawing its proposed regulations under Section 2704 which would have eliminated minority discounts, and largely eliminate marketability discounts, thereby making it harder and far more costly for the older generation to gift interests in a family-owned business to the younger generation. The SBCA has been very active in...

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