Mark Lobb

Mark Lobb is the founding and Managing Partner of Lobb & Plewe, LLP and heads the firm’s Private Clients Group in Corona, California. Practicing since 1990, he advises high-net-worth entrepreneurs, their businesses, and families on estate planning, asset protection, taxation, and succession planning. Mark appears in state and federal courts, including the Ninth Circuit and U.S. Tax Court. He is active in the Riverside County Bar Association and serves on nonprofit boards, including as president of a hospice nonprofit.

Businessman accountant pressing calculator and making calculation at table.

Accountants: There are times to refer your client to an attorney

The duties and responsibilities of accountants and business law attorneys often overlap. Sometimes, the lines become so blurred that it’s difficult to see when professional legal help may be necessary. If there is ever any question concerning whether to involve legal counsel, accountants should always err on the side of caution. Be aware of confidentiality

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Accountants, financial planners and lawyers should work together

The responsibilities of accountants, financial planners and lawyers often overlap. When these parties work together, the results can be harmonious. You can rest assured that you’re receiving thorough, well-researched advice concerning your tax, financial and legal affairs. However, if these parties aren’t communicating, you or your business could suffer. Overlooked tax implications or issues with

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