SMA is moving its office effective December 1, 2018. Our new address is 12230 El Camino Real, Suite 130, San Diego, CA 92130. No change to phone, fax or e-mails.
Sullivan, McGibbons & Associates LLP is pleased to announce the addition of its newest Partner, Robert C. Mardian III. Mr. Mardian advises clients in the areas of estate planning, estate and trust administration, estate and trust litigation, and probate. Mr. Mardian received his undergraduate and law degrees from the University of San Diego School of … Continue reading 6/4/18 – SMA Welcomes New Partner – Robert C. Mardian III
Update – The IRS has withdrawn its Proposed Valuation Rules for Family Businesses October 20, 2017 On April 21, 2017, President Trump signed Executive Order 13789 (“EO”) instructing the Secretary of the Treasury to review all recent tax regulations and do determine whether any regulations 1) impose an undue financial burden on U.S. taxpayers; 2) … Continue reading 10/20/17 UPDATE to Tax Alert – The IRS has proposed implementing new Valuation Rules for Family Businesses