In our recent newsletter, Nick Carrigan, Esq. highlights 2025 tax and policy shifts — and what they mean for your estate and financial plans. We’ve outlined a few of the key takeaways below and encourage you to read the full version of this informative article at the link below. Plus, be sure to sign up…
Your business is likely one of your most valuable assets. For this reason, business succession planning is crucial when creating an estate plan. A business succession plan clearly defines who will take on which roles, aiming to prevent disputes among family members or employees. If the business is sold later, the plan will also clearly…
Starting on January 1, 2024, the Corporate Transparency Act (CTA) will require certain business entities to file a report detailing the ownership of their entity. Lawmakers designed this new law to combat money laundering, tax fraud, and other illegal acts. For this reason, if you have an entity as part of your existing estate plan,…
Self-employment often comes with the freedom that many individuals seek. However, there are various added responsibilities that those who are self-employed face. As a matter of fact, here are three important issues that should be addressed by the self-employed and the attorneys helping them plan: Safeguard Your Financial Future While employers typically offer retirement accounts…
By R. Zebulon Law, Esq. LL.M., CPA This morning (December 22, 2017), President Trump signed H.R. 1, the Tax Cuts and Jobs Act. This is the most significant tax legislation in 30 years, and we wanted to share some of our initial impressions and observations with our clients and friends. Probably the most signification change…
Dear friends, family and clients: We wanted to make you aware of a recent legislative change that will go into effect in the new year. The California State Senate passed the Building Homes and Jobs Act (SB-2). The bill’s purpose is to provide funding for affordable housing in California, it will be funded by an…