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Housing Bills To Watch This Legislative Session

By |2020-11-06T17:57:05+00:00June 29th, 2020|Land Use and Real Estate, News, The Advisor|

June 2020 The California legislature has spent the last four years passing sweeping housing bills in an effort to make a dent in the State's severe housing shortage and 2020 may prove no different. Here are the housing bills to watch for the remainder of this legislative session: SB 902 (Weiner) - This bill [...]

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Legal Alert: COVID-19 Guidance

By |2020-11-06T18:23:53+00:00March 18th, 2020|Employment, Legal Alerts, News, The Advisor|

COVID -19 Guidance The Coronavirus (COVID-19) has become an evolving and uncertain public health issue affecting people globally and close to home, we recognize that all of us will certainly be impacted. Circumstances are changing seemingly by the hour, creating uncertainty for business and the public alike. While we are focused on the safety and [...]

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Coronavirus and the Workplace

By |2020-11-06T18:25:09+00:00March 10th, 2020|Business, Corporate and Venture, Employment, News, The Advisor|

March 2020  With the rapid spread of the COVID-19 coronavirus around the globe, even companies outside of the impacted areas have been forced to prepare for the worst. The U.S. Center for Disease Control and Prevention has confirmed hundreds of cases across the United States, including here in California. Public health officials have suggested [...]

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Purchasing a California Business? Watch out for California’s Bulk Sales Law..

By |2020-11-06T18:30:59+00:00January 8th, 2020|Business, Corporate and Venture, News, The Advisor|

October 2019 If you plan on purchasing a California business, you should be aware of California’s Bulk Sales Law.  The law is designed to protect a business’ creditors and prevent a situation where a seller walks away with the sale proceeds, leaving creditors unpaid.  Generally, a buyer would not be liable for a seller’s debts [...]

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Simplify Your Estate Planning Trust

By |2020-05-14T02:52:30+00:00April 1st, 2019|Estate and Tax Planning, The Advisor, Uncategorized|

March 2019 The Tax Cuts and Jobs Act of 2017 raised the federal gift and estate tax exemption substantially. The Unified Gift and Estate Tax Exemption is now $11,400,000.00 per person for 2019 (for a total of $22,800,000.00 when combined for a married couple). This means that most revocable trusts accomplished before 2018 are antiquated [...]

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Grassini Family Vineyards

By |2020-05-13T20:39:38+00:00January 15th, 2019||

Katie Grassini is CEO of Grassini Family Vineyards, a Central Coast winery inspired by tradition and an extension of family values. In addition to the beautiful winery and vineyard in the Happy Canyon region of Santa Ynez Valley, under Katie’s tutelage, Grassini Family Vineyards has grown its imprint to include a tasting room [...]

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Avoiding Personal Liability and Limiting Taxes: Business Entities after the 2017 Tax Act

By |2020-05-13T05:04:58+00:00January 11th, 2019|Business, Corporate and Venture, Estate and Tax Planning, The Advisor|

Business activities, no matter how small, come with risk as well as tax liabilities, both of which can be reduced by operating through a legal entity --- a limited liability company or corporation. The Federal corporate tax rate for C Corporations[1] has plunged, down to 21%; a 20% qualified business income deduction applies to limited [...]

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A Business Owner’s Guide to Responding to Third Party Document Subpoenas

By |2020-05-13T05:03:42+00:00December 10th, 2018|Business, Corporate and Venture, Civil Litigation and Trials, The Advisor|

Nobody wants to be involved in litigation.  If you are reading this, chances are you have taken an active role in protecting your business from needless lawsuits by scrupulously following the law, treating your employees as the valuable assets they are, and working with talented tax and legal professionals to ensure you are thoroughly protected [...]

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Small Business Year-End Checklist

By |2020-08-23T23:56:06+00:00December 14th, 2017|News, The Advisor|

As 2017 draws to a close, it is time to start planning for 2018.  As a small business owner, now is a good time to check the legal aspects of your business to ensure you in good standing.  Here are a few items every small business should complete as part of your year-end legal [...]

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Redefining a Sale for California Real Property Transfer Tax

By |2018-08-20T01:39:50+00:00September 18th, 2017|Land Use and Real Estate, News, The Advisor, Uncategorized|

When real property changes hands, California imposes two separate taxes – the annual real property tax and a documentary transfer tax. The annual real property tax is reassessed to fair market value when a property changes ownership.  The transfer tax allows a county or city, or both, to charge a tax when real property is [...]

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