In California and other states, if you plan on selling a business or investment property and have already identified a replacement property, the Internal Revenue Service (IRS) allows you to defer capital gains from the sale using a like-kind or Internal Revenue Code...
When a privately-held company in California gains a majority stake in a publicly-traded company, this is known as a reverse merger. This is typically undertaken so that they can bypass the traditional initial public offering process, which tends to be expensive and...
California residents are usually over the moon about becoming parents, and excited about all that goes into it. A less talked about step to becoming a parent is creating an estate plan to ensure your child is cared for should the worst happen. Have living documents...
Anyone interested in renting commercial property must take steps to protect their financial interests. Signing a lease for inappropriate property or paying too much rent could undermine any positive economic outcomes for the California business. Signing an unfavorable...
Mergers and acquisitions (M&A) in California are complex transactions that can benefit companies, such as economies of scale, access to new markets and diversification of products and services. However, M&A transactions have a high failure rate despite the...
Dealing with losing a loved one is hard enough when there aren't complications in legally passing down property. When an executor in California does a bad job, you must know how to stand up for your rights. Is suing even an option? The short and simple answer is yes,...
Blended families in Roseville, California, can take thoughtful steps to ensure that each child in their family, either biological or through marriage, is protected. Factors like nominating guardians, planning each inheritance, and selecting an executor must be...
Although the Internal Revenue Service might send an audit letter to a California resident's home, that does not necessarily mean the taxpayer did anything wrong. The IRS could request proof to substantiate deductions, and the taxpayer may present receipts. Most...
California estate planning is a critical component of an overall financial plan. Talking about estate planning can be a sensitive and difficult conversation with your parents. However, discussing the details can ensure that your parents' plan best reflects their...
Whether you're trying to start a business in California or keep one alive, both tasks are difficult for entrepreneurs. Keeping a business alive may be even more difficult, sometimes requiring the infusion of new capital into the company. Mergers and acquisitions are a...