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United States Supreme Court Deals A Blow to California’s PAGA Scam

United States Supreme Court Deals A Blow to California’s PAGA Scam

Authored by Mark Lobb On June 15, 2022, the Supreme Court of the United States (“SCOTUS”) ruled in Viking River Cruises, Inc. v. Moriana (“Viking”) that the Federal Arbitration Act, 9 U. S. C. §1 et seq., preempts California law that invalidates contractual waivers of the right to assert representative claims under California’s Labor Code …

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Employee Retention in Uncertain Economic Times Non-Qualified Deferred Compensation Plans

Employee Retention in Uncertain Economic Times Non-Qualified Deferred Compensation Plans

Authored by Mark Lobb Keeping key employees during turbulent economic times can be a difficult task. Over the past several years the job market has been difficult to navigate for companies. Wages have been driven up due to a number of factors and employees have either made lateral moves or opted to leave the job …

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A Guide to Reducing State Taxes on Capital Gains: Understanding the Nevada Incomplete Non-Grantor Trust

A Guide to Reducing State Taxes on Capital Gains: Understanding the Nevada Incomplete Non-Grantor Trust

Authored by Sean C. Tannenbaum It is no secret that California has some of the best weather and the worst taxes in the United States. For some Californians, weather is enough of a reason to stay. For others, taxes are enough of a reason to leave. As a lifetime California resident myself, I’ll gladly pay …

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Do You Know How Your Property is Titled and Why it Matters

Do You Know How Your Property is Titled and Why it Matters

Authored by Kristin Gifford How You Title Your Property Does Make a Difference In the excitement of closing on the purchase or refinance of real property, it is easy to overlook and/or procrastinate on ensuring proper titling of such property. Still, proper titling of real property is a critically important step in estate planning and …

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Domestic vs. Offshore Asset Protection Planning

Domestic vs. Offshore Asset Protection Planning

Analysis by Mark Lobb Asset Protection: Offshore and Domestic Trust Analysis The exotic sounding foreign asset protection trust aka offshore trust continues to be heavily marketed by promoters. Jurisdictions such as Barbados, British Virgin Islands, Cayman Islands and Cook Islands are just a few of the asset protection or tax havens embraced by promoters. I …

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Irrevocable Grantor Trusts - The World of Defective Trusts

Irrevocable Grantor Trusts – The World of Defective Trusts

Authored by Mark Lobb Advanced estate planning was under attack last year as certain versions of the Build Back Better Act would have substantially curtailed the use of irrevocable grantor trusts. Fortunately, the legislation did not go forward. If you have not implemented advanced estate planning into your wealth structure or if you have not …

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