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How does a section 1031 like-kind exchange work?
In California and other states, if you plan on selling a business or investment property and have already identified a replacement...
Daniel Rodriguez
Mar 27, 20232 min read
How a reverse merger works
When a privately-held company in California gains a majority stake in a publicly-traded company, this is known as a reverse merger. This...
Daniel Rodriguez
Mar 16, 20232 min read
Estate planning tips for new California parents
California residents are usually over the moon about becoming parents, and excited about all that goes into it. A less talked about step...
Daniel Rodriguez
Mar 13, 20232 min read
The need to negotiate a commercial lease
Anyone interested in renting commercial property must take steps to protect their financial interests. Signing a lease for inappropriate...
Daniel Rodriguez
Mar 6, 20232 min read
Common reasons mergers and acquisitions fail
Mergers and acquisitions (M&A) in California are complex transactions that can benefit companies, such as economies of scale, access to...
Daniel Rodriguez
Mar 5, 20232 min read
Can you sue the executor of a will?
Dealing with losing a loved one is hard enough when there aren’t complications in legally passing down property. When an executor in...
Daniel Rodriguez
Feb 27, 20231 min read
Estate planning best practices for blended families
Blended families in Roseville, California, can take thoughtful steps to ensure that each child in their family, either biological or...
Daniel Rodriguez
Feb 16, 20232 min read
Reasons for audits
Although the Internal Revenue Service might send an audit letter to a California resident’s home, that does not necessarily mean the...
Daniel Rodriguez
Feb 13, 20232 min read
How to support your parents in their estate planning
California estate planning is a critical component of an overall financial plan. Talking about estate planning can be a sensitive and...
Daniel Rodriguez
Feb 2, 20232 min read
What is the difference between business mergers and acquisitions?
Whether you’re trying to start a business in California or keep one alive, both tasks are difficult for entrepreneurs. Keeping a business...
Daniel Rodriguez
Jan 31, 20232 min read
Tax agencies tackling backlogs and stepping up enforcement
Complying with tax laws is a complicated task, and errors can be made. Due to slowdowns and disruptions in processing tax returns in...
Daniel Rodriguez
Jan 19, 20232 min read
What can you do if your landlord sells your rental home?
If you’re like many Californians, you rent instead of own. However, if your landlord suddenly decides to sell your home, it can create...
Daniel Rodriguez
Jan 17, 20232 min read
Qualities landlords want in a tenant
Landlords in California have a lot of work to do. Ultimately, they want tenants who are going to mean as little work for them as...
Daniel Rodriguez
Jan 5, 20232 min read
Why your California business needs bylaws
Corporate bylaws are internal rules and guidelines that dictate how to run a corporation. In California, these bylaws outline the duties...
Daniel Rodriguez
Jan 4, 20232 min read
How and when to remove an executor from an estate
One of the most important aspects of estate planning in California is protecting assets for future generations. Since the owner of the...
Daniel Rodriguez
Jan 3, 20232 min read
Crucial steps when renting by the room
Private homeowners in California have to follow certain guidelines when renting by a room. An independent landlord has to compete with...
Daniel Rodriguez
Dec 21, 20221 min read
Are you making a common 1099 filing mistake on California taxes?
A 1099 form provides an end-of-the-year record of income paid to an independent contractor by the companies or individuals who used their...
Daniel Rodriguez
Dec 20, 20222 min read
Considerations in end-of-life planning in California
End-of-life planning in California is a multi-faceted issue that involves legal, financial, emotional, and practical considerations. It...
Daniel Rodriguez
Dec 7, 20222 min read
Why you need to establish a trust as part of estate planning
Most people in California think that it’s enough to have a will. However, wills only formalize your final wishes. Adding a trust to your...
Daniel Rodriguez
Dec 5, 20222 min read
What you need to know about an IRS field audit
The IRS conducts tax audits in California and all around the United States. On average, the IRS audits four out of every 1000 taxpayers....
Daniel Rodriguez
Nov 22, 20222 min read
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