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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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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....
Nov 22, 20222 min read
Disputes involving security deposits
When a tenant moves out of a rental unit in California, the landlord and tenant have to resolve the matter of the tenant’s security...
Nov 17, 20222 min read
How to prepare your company for a tax audit
The Inflation Protection Act has set aside a whopping 45.6 billion dollars to hire a slew of new IRS agents. How will this affect...
Nov 8, 20222 min read
Due diligence is essential when it comes to mergers and acquisitions
Many acquisitions are doomed to failure because the purchasers failed to do appropriate research into the target. Luckily, most business...
Nov 3, 20222 min read
Fixing a broken business partnership
It might seem like a dispute is the end of a partnership, but it doesn’t always have to be so. Here are some key ways that real business...
Oct 28, 20222 min read
What does “dying intestate” mean?
When California residents pass away without a valid will, they are said to have “died intestate.” This lengthens and often complicates...
Oct 25, 20221 min read
What type of special needs trust should you choose?
Special needs trusts allow you to provide loved ones with additional funds without causing them to lose their government benefits. This...
Oct 24, 20222 min read
Choosing an attorney-in-fact
Choosing an attorney-in-fact in California can impact your experience in the last months or years of your life, and it can impact the...
Oct 11, 20222 min read
What’s a takeover mean in California?
Companies in California and throughout the country may agree to be acquired by other firms for various reasons. Occasionally, businesses...
Oct 5, 20221 min read
Why should you plan for future incapacity?
All California residents should plan for their futures. Estate planning is one of the best ways to do that. Your estate plan should...
Sep 26, 20222 min read
Why you should file your tax return
Most California residents are required to file their personal federal income tax returns by the middle of April each year. The deadline...
Sep 20, 20222 min read
How to select an M&A advisor as a small business
All businesses will face the issue of mergers and acquisitions at some point because of the business life cycle. To remain in business,...
Sep 12, 20222 min read
Including your kids in estate planning
Talking to your kids about your estate plan may be an effective way to ensure that your affairs are settled on time. It can also help...
Sep 9, 20222 min read
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