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News
Offshore Voluntary...
For those who still may be out of compliance on your offshore asset reporting (perhaps on a Mexican vacation property?), the Internal Revenue Service has reopened its offshore voluntary disclosure program. The program is a successor to the Service’...
Attention...
Legal Reminder: Per SB 392 (which took effect as of January 1, 2011),the California Contractors’ State License Board is required to begin processing applications for licensure for limited liability companies no later than January 1, 2012. Prior to SB...
Shareholder...
Effective January 1, 2012, the financial tests that a corporation must meet before lawfully making payments to shareholders have been simplified. Previously, payments to shareholders were permissible under either a retained earnings test or an...
Estate Tax Cometh
The Federal Estate Tax will reset in 2013, with only a 1 million dollar exemption and a 55% maximum tax rate, barring Congressional Action. With a current 5 million dollar exemption for Estate and Gift Tax until the end of the year, now is the time to...
Will to Live
How proper planning can impact the quality of your final days
Many of my estate-planning clients grasp the importance
of wills, living trusts and financial powers of attorney
but feel unprepared when the conversation turns
to quality-of-life for...