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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This year - Let's Spread Goodwill - And Save Income Tax!Saving income tax in 2024
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Memories of New Years PastWishing you and yours all the best and a truly blessed New Year!
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Christmas Memories (2023)I love the Thanksgiving and Christmas Holidays.
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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.