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Chasing Ever-Changing Laws and Life Situations Which May Invalidate Your Estate, Asset Protection and Tax Plans

Is Your Planning Structure Current? Chasing Ever-Changing Laws and Life Situations Which May Invalidate Your Estate, Asset Protection and Tax Plans

Authored by Mark Lobb Charles Darwin has many great quotes, but one of my favorites is as follows: “It is not the strongest of the species that survive, not the most intelligent, but the one most responsive to change.” You may have put a great planning structure together at one point which was considered “strong” …

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Ninth Circuit Upholds Mandatory Employment Arbitration Agreements in a Huge Win for California Employers

Ninth Circuit Upholds Mandatory Employment Arbitration Agreements in a Huge Win for California Employers

Authored by Michael J. DeSantis Earlier this month, the United States Court of Appeals for the Ninth Circuit recognized that the Federal Arbitration Act (“FAA”) permits mandatory arbitration agreements that are a condition of employment and preempts California law on the issue, a major win for California employers. Mandatory arbitration agreements used to be the …

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Update on 1031 Exchanges – Irs Extends Deadline for Some California Residents

Update on 1031 Exchanges – Irs Extends Deadline for Some California Residents

Authored by Tim R. Plewe The IRS recently issued an extension of the 45-day and 180-day deadlines for 1031 exchanges for taxpayers residing in, or whose principal place of business or books and records are located in counties affected by the recent severe winter storms, flooding and mud slides throughout California (listed below). The 45-day …

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Asset Protection in 2023

Asset Protection in 2023

Authored by Mark Lobb Business Owner ConsiderationsDuring Volatile Economic Times On October 17, 2022, Bloomberg’s statistical projections showed a 100% probability of a recession within the next 12 months.  The US economy continues to reel from decades-high inflation, Federal Reserve interest rate hikes, and growing geopolitical tensions.  At the same time, many states continue to …

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New Federal Reporting Requirements For Privately-Owned Companies

New Federal Reporting Requirements For Privately-Owned Companies

Authored by Mark Lobb The Corporate Transparency Act (“CTA”) provides for the establishment of a beneficial ownership registry within the U.S. Treasury Department’s Financial Crimes Enforcement Network (“FinCEN”). It requires non-exempt domestic and foreign companies to disclose information regarding their beneficial owners. The CTA’s legislative objectives are to foster greater corporate ownership transparency and to …

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