Jul 10, 2017
Audits can happen to any business. Small businesses are no exception. The IRS can conduct an audit on your business when your tax filing contains questionable deductions, your business is…
Jun 08, 2017
If you are a doctor, lawyer, accountant, or other licensed professional with your own business practice in California, you are certainly aware of the many rules and regulations you must…
Apr 28, 2017
Planning for the transfer or liquidation of your business when you are ready to retire or when you die is just as important as the planning you did in starting…
Apr 25, 2017
It’s hard to believe that people who spend a lifetime working hard to accumulate wealth spend little or no time planning for what will happen to it after they pass,…
Apr 20, 2017
Creating an estate plan for your business is just as important as developing one for your personal assets. Part of estate/succession planning for business is planning for the day you…
Apr 17, 2017
There is simply no reason for anyone to delay in implementing these five estate planning essentials: 1. Will Look around you right now. Everything you see has to be distributed…
Apr 13, 2017
Estate planning rarely comes up in the course of regular conversation and if it does, it is usually involves what has happened to a celebrity’s fortune after his or her…
Apr 10, 2017
If you’re a small business owner, you undoubtedly spend countless hours juggling bills and balancing your books, not to mention all those extra hours you spend worrying about the future…
Apr 04, 2017
We are fairly certain the last thing your 18-year-old kid is thinking about is an estate plan. And you are probably not thinking about one for them either, but you…
Mar 25, 2017
When it comes to retirement plans, IRAs and 401(k)s provide many of the same benefits. But in certain situations, an IRA can outperform a 401(k). IRAs aren’t right for everyone,…
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