Building Your A-Team: The Power of Professional Advisors in Business and Wealth Management
Building Your A-Team: The Power of Professional Advisors in Business and Wealth Management Embarking on a business venture, planning your estate, or navigating the complexities of personal wealth requires more than just hard work and dedication; it requires a strategic approach and the right team of professional advisors. Competent key advisors who work well together—your […]
5 Reasons Why a Regular Meeting with Your Tax Attorney is Critical
Five Reasons Why a Regular Meeting with Your Tax Attorney is Critical Business owners juggle many responsibilities. Taxes are one of the most crucial areas, and also one of the most overlooked areas, for business owners. Failing to meet with a tax attorney each year can not only result in lost income, it can also […]
Top 3 Reasons Business Owners Need an Attorney When Selling Their Business
Top 3 Reasons Business Owners Need an Attorney When Selling Their Business Selling a business can be a complex process that involves legal, financial, and emotional considerations. As a business owner, it’s essential to consult with a transactional attorney before negotiating the sale of your business. Here are the top three reasons why: 1. Legal […]
Top 3 Considerations When Creating an Estate Plan
Top 3 Considerations When Creating an Estate Plan Estate planning is a critical process that can safeguard your assets, provide for your loved ones, and ensure that your final wishes are respected. As estate planning laws and regulations continue to evolve in California, it’s essential to consider the following top three needs when creating an […]
Every Parent’s Guide to Estate Planning: Peace of Mind Made Easy
Every Parent’s Guide to Estate Planning: Peace of Mind Made Easy Strapping your screaming kid into a car seat, cajoling your frightened toddler into holding still for vaccines, listening to your sweet baby wail as you leave her for the first time in the care of someone else … These are the not so fun parts […]
Remote Meetings Under the Brown Act
REMOTE MEETINGS UNDER THE BROWN ACT With the special relaxed remote meeting provisions under AB 361 coming to an end on February 28, 2023, many agencies are trying to figure how to pivot back to in-person meetings and accommodate remote participation of Board members. REMOTE PARTICIPATION MUST COMPLY WITH THE BROWN ACT With […]
Litigants in CA Have Powerful New Remedy
Litigants in CA Have Powerful New Remedy LITIGANTS IN CALIFORNIA HAVE A POWERFUL REMEDY IN CASES INVOLVING THEFT In Siry Investments vs. Saeed Farkhondehpour, 13 Cal. 5th 333 (2022), the California Supreme Court recently issued a decision that expands the remedies available to civil litigants who are victims of financial theft. California Penal Code […]