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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Happy Mother’s Day 2025My mother was an amazing person. In an era when women typically did not have professional education or careers, she had a degree in Chemistry and worked for a number of years in a lab.
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FinCEN Narrows Reporting Requirements Under The CTA To Foreign Companies OnlyFinCEN announced an interim final rule significantly narrowing the existing BOI reporting requirements under the CTA.
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Recipe of the Month: Stanley Tucci's Creamy Lobster BisqueIndulge in elegance and dive into a bowl of rich, velvety goodness with this luxurious lobster bisque.
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To Buck the Third-Generation Curse, Focus on the Family StoryThe key is to motivate generations two and three to contribute to the family business in a productive way. You can look to Lawrence Welk's family as a prime example.
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Prepare Your Family for the Financial and Legal Aftermath of Your DeathTaking these steps now can help ensure your family isn't overwhelmed with uncertainty later on.
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FinCEN Will Not Penalize Noncompliance with Current BOI Filing DeadlinesGiven the fluid nature of these requirements businesses should maintain flexibility in their compliance approaches while ensuring readiness for new deadlines.
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Recipe of the Month: Ravioli SoupThis ravioli soup recipe combines hearty ground beef with plump cheese ravioli
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Sophisticated Planning With Flexible Irrevocable TrustsA flexible irrevocable trust can minimize taxes on capital gains, ordinary income, estate tax and property tax.
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The Mustard is in Bloom!Mustard grows wild with colorful flowers in Livermore, signaling spring's arrival, and when my children were little we often enjoyed seeing the blooms in the valley.
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Becoming a Certified Specialist in Law in CaliforniaI have the privilege of holding dual certifications as a Certified Specialist in Taxation and Estate Planning, Trust, and Probate Law by the State Bar of California.
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BOI Reporting Deadline Reinstated – March 21, 2025Another Update to The Continuing Corporate Transparency Act Saga
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Eight Goals to Jump-Start Your Financial Success in 2025To achieve your financial goals this year, you'll need to start with a clear vision and plan.