Mark Lobb

Authored by Mark Lobb The first quarter of the year is over, which means tax deadlines have passed, and more are on the horizon. Partnerships and S corporation extender returns are due September 15, and individuals, sole proprietorships, and C corporation extenders are due on October 15. This issue of The Lobb Report focuses on:

Authored by Sara MostafaCalifornia’s pay data reporting requirements mandate private employers with 100 or more employees, including those hired through labor contractors, with at least one employee or worker based in California, to annually report pay, hours worked and demographic data to the California Civil Rights Department (CRD). The CRD recently released updated guidance for

Authored by Sara Mostafa The following article regards certain significant new California employment laws that will take effect January 1, 2025. We advise you to review these laws, as well as other new laws pertinent to your business, carefully and alter your policies accordingly. We are available to assist you with updating your policies and

Authored by Mark Lobb Most estate tax planners and their clients have been focused on the expiration of the Tax Cuts and Jobs Act (TCJA).  The TCJA expires at the end of 2025.  In 2025, the gift and estate tax exclusions will exceed $14 million per person.  On January 1, 2026, the gift and estate

Authored by Haley Price Trust protectors play a key role in the administration and maintenance of trusts. They provide greater flexibility and a layer of oversight that not only enhances the longevity and effectiveness of trusts, but also ensures that the grantors’ wishes are honored over time. Trust protectors are appointed to oversee the trustee’s

Authored by Mark Lobb The first quarter of the year is over, which means tax deadlines have passed and more are on the horizon.  Individual returns are due April 15, partnerships and S corporation extenders are due September 16, and individuals, sole proprietorships, and C corporation extenders are due on October 15. This issue of