The Litman Gregory Larkspur Office is making a move! After many wonderful years on the corner of Larkspur Landing Circle, we came to realize the building couldn’t support our growing needs. Effective November 1st, we will be relocated just a short walk down the street to a more contemporary building, with a spacious courtyard and newly renovated suite designed for more collaboration among employees. We look forward to hosting clients in this beautiful space.
Our new office is located in The Exchange at:
900 Larkspur Landing Circle
Larkspur, CA 94939
Our business remains fully operational during the move, and we continue to serve clients from four other offices in San Francisco, Palo Alto, Stockton, and Walnut Creek.
Please update your records and feel free to contact us with any questions. We look forward to welcoming you to our new location as soon as it is safe to do so!
Advisor Q&A: Tax Planning and the American Families Plan with Senior Advisor Chris Wheaton
The American Families Plan was recently released by President Joe Biden and includes many of the provisions outlined during his campaign. We asked Litman Gregory Senior Advisor, Chris Wheaton, to answer some questions about key proposed tax law changes, and related tax planning ideas for our clients to consider in 2021 and beyond.
Research Update: Our Views on Inflation
As mentioned in our recent commentary, investors have been concerned about inflation as economic activity picks up. But what we see is an economy reflating as it recovers from a recession, not one on the edge of a hyperinflationary spiral. In preparation, our portfolios are already positioned to offer some inflation protection.
Key Features of the American Rescue Plan Act of 2021
The American Rescue Plan Act of 2021 was signed into law in March to help aid in the United States’ recovery from the impacts of the COVID-19 pandemic. In this post we review how this Act extends some aspects of the CARES Act and other 2020 legislation, and several key provisions that provide planning opportunities in 2021 and beyond.