Our regularly updated blog discusses a variety of issues related to business, tax, and estate planning in California. Learn why an estate plan is necessary regardless of age or income, what steps you can take to reduce your tax liability and protect your assets, how to ensure your business remains on a solid legal foundation, and much more.
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Are You Ready for the Corporate Transparency Act? It’s ready for you!On January 1, 2024, the Corporate Transparency Act (CTA) becomes effective.
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Consider a Phantom Stock PlanBusiness owners could use a Phantom Stock Plan to incentivize key employees without having to share control of the company.
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What Is the F Reorganization and Why Is It So Popular?Recent S corporation sales have increasingly used an “F Reorganization” structure this year.
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Thanksgiving MemoriesWhat makes Thanksgiving special to me is that the focus is on spending the time with family.
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Fall Means Tax Planning!As fall approaches, the end of another tax year is upon us.
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The Split Interest Income TrustAre you a Lottery Winner, Selling Appreciated Assets, or Have High income? If so, then you should better understand…
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Halloween Memories, Both Good and…We had some scary good times on Halloween!
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Bittersweet Summer MemoriesWith fall just around the corner, thoughts of summer are on my mind.
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Timing and Formalities are Critical for Tax Planning – A Cautionary Tale of What Not to Do!When owners of a company plan to sell their business, there is very often a desire to minimize the resultant income tax.
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Seller Beware…Recent Tax Case Compels Review of Corporate and Company Buy-Sell AgreementsA Buy-Sell Agreement is a key component of business succession planning, particularly for small businesses with two (2) or more family groups in the ownership structure.
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Thoughts of Dad on Father’s DayMy dad was an amazing man. While we were growing up, he worked at least six (6) days a week for as long as I can remember. He then worked...
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Estate Planning for the Modern Blended Family: Challenges, Tips, and SolutionsAs a child, I grew up watching “Leave it to Beaver.” Ward and June Cleaver, Wally, Theodore, and Eddie Haskell (the Beaver).