Mark Lobb

The passing of the Tax Cuts and Jobs Act elevates the need for residents of high income tax states to capitalize on planning opportunities. The $10,000 federal deduction cap on state and local taxes, inclusive of property taxes, means most business owners who own homes in California, or any other high tax state, are at […]

What is an IP audit? An IP Audit is a thorough, systematic review of the IP assets owned, used or acquired by a business. Its purpose is to uncover under-utilized IP assets, to identify any threats to a company’s bottom line, and to enable business planners to devise informed strategies that will maintain and improve

The continued attacks by California’s legislature and courts on businesses and their owners’ ability to operate in this state has reached a new low. On April 30, 2018, the California Supreme Court virtually eliminated businesses’ ability to utilize independent contractors through its decision in Dynamex Operations West, Inc. v. Superior Court. If anyone currently works

Employees are often trusted with proprietary and confidential information, like customer data, bid pricing, and technological processes. At Lobb & Plewe, LLP, we have represented businesses dealing with employees using this confidential information to gain an unfair ” head start” for a competing business. We have also represented entrepreneurs who have done everything ” by

If considering migration from California, naturally the most logical question that follows is: ” To where?” As many of our clients choose Nevada, so many that we opened a new office in Nevada and joined the Las Vegas Global Economic Alliance, we prepared the following summary of Nevada’s tax scheme. Nevada does not tax personal

We view a migration out of California as possible within three different areas of your life. Each area may be migrated on its own, or in combination with the others. A complete migration from California would involve all three areas. The areas are your personal residence, the residence of your financial assets (or other personal

Migrating from California is a long-standing, proven solution to the problems arising from California residency. Consistently since before 1990, each year, more people leave California than move to California (http://lao.ca.gov/LAOEconTax/Article/Detail/265). Certainly the motivation and causes for these moves vary from individual to individual, but if you’re interested in saving on California taxes, saving on taxes

Our firm has experienced many clients move their companies away from California in recent years. Typically the shareholders focus on the logistics of the move but do not fully grasp the tax consequences before making the move. The tax consequences for a company moving operations away from California, either partial or total, are anything but

The following article regards some California employment laws that took effect in 2018 and recent amendments thereto, as well as some laws that will take effect in the near future that may affect your business. We advise you to review the contours of these laws carefully and alter your policies accordingly. We are available to

FREQUENTLY ASKED QUESTIONS In May of 2018 the California Supreme Court published a ruling which gives clarity to the application of the prompt payment statutes as applied to construction industry contracts. The case focuses specifically on the application of a builder’s right to withhold funds owing to a subcontractor when a dispute has arisen between