Nearly four years into California’s new property tax transfer law, just over half of applicants are being approved. From July 1, 2022, to June 30, 2023, the most recent data available, 56% of ...

Under California law, there are two separate tax implications affecting California real estate transfers that result in a “change in ownership” of the real property - a property tax reassessment and a ...

Thomas J Catalano is a CFP and Registered Investment Adviser with the state of South Carolina, where he launched his own financial advisory firm in 2018. Thomas' experience gives him expertise in a ...