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23 09, 2019

PAGA Is Now a Four Letter Word to Employers

By |2019-10-01T15:34:24+00:00September 23rd, 2019|The Advisor|Comments Off on PAGA Is Now a Four Letter Word to Employers

September 2019 “PAGA” is the acronym for California’s fifteen-year-old Private Attorneys General Act. This Act allows an individual, on behalf of himself and other employees, to recover civil penalties for alleged Labor Code violations. It added new civil penalties for all such violations, even if certain Labor Code provisions did not previously authorize civil penalties. [...]

10 07, 2019

FIVE COMMON LEGAL MISTAKES MADE BY STARTUPS

By |2019-10-01T15:36:19+00:00July 10th, 2019|The Advisor|Comments Off on FIVE COMMON LEGAL MISTAKES MADE BY STARTUPS

June, 2019   When starting a business, it’s easy for owners to make legal mistakes that can prove costly down the road.  Avoiding these missteps will keep your new venture on the path to prosperity. 1.Over-complicating the Formation. Don’t try to structure your business to accommodate every future contingency.  Instead, design the business to address [...]

10 07, 2019

Residential Leases – An Owner’s Guide

By |2019-07-10T20:17:09+00:00July 10th, 2019|The Advisor, Uncategorized|Comments Off on Residential Leases – An Owner’s Guide

May 2019   Perhaps you’ve invested in an apartment building as a source of retirement income.  Maybe you inherited a second home from a relative, and are debating whether renting the property is worth the trouble.  No matter the size of your property, or the specifics of your goals or circumstances, the most important thing [...]

1 04, 2019

Simplify Your Estate Planning Trust

By |2019-10-01T15:39:45+00:00April 1st, 2019|Estate and Tax Planning, The Advisor, Uncategorized|Comments Off on Simplify Your Estate Planning Trust

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 [...]

12 02, 2019

What is the California Consumer Privacy Act of 2018?

By |2019-10-01T15:41:01+00:00February 12th, 2019|Business, Corporate and Venture, The Advisor|Comments Off on What is the California Consumer Privacy Act of 2018?

Following the lead of the European Union, last year the California legislature passed the California Consumer Privacy Act of 2018 (the “CCPA”).  It grants consumers more control over, and insight into, the spread of their personal information online.  Although the CCPA will not become effective until January 1, 2020, steps should be taken now to [...]

11 01, 2019

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

By |2019-01-11T20:23:22+00:00January 11th, 2019|Business, Corporate and Venture, Estate and Tax Planning, The Advisor|Comments Off on Avoiding Personal Liability and Limiting Taxes: Business Entities after the 2017 Tax Act

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 [...]

10 12, 2018

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

By |2019-10-01T15:42:06+00:00December 10th, 2018|Business, Corporate and Venture, Civil Litigation and Trials, The Advisor|Comments Off on A Business Owner’s Guide to Responding to Third Party Document Subpoenas

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 [...]

12 09, 2018

Alternative Commercial Real Estate Financing

By |2019-10-01T15:42:39+00:00September 12th, 2018|Business, Corporate and Venture, Land Use and Real Estate, News, The Advisor|Comments Off on Alternative Commercial Real Estate Financing

Frustrated by disapproval of a conventional bank loan?  Annoyed by the lack of creative financing options for your commercial real estate investments?  Real estate developers and investors should consider the benefits gained from alternate real estate financing options before pursing their next development. While traditional mortgages remain the most common financing option for commercial real [...]

9 08, 2018

Two California Residential Rental Property Disclosure Laws You May Have Missed

By |2018-08-09T16:28:34+00:00August 9th, 2018|Land Use and Real Estate, News, The Advisor|Comments Off on Two California Residential Rental Property Disclosure Laws You May Have Missed

There are dozens of laws requiring California landlords and property managers to give residential tenants written warnings about hazards and potential hazards associated with the housing environment. In the last twelve months legislation for two more of these laws has taken effect. New Flood Hazard Area Disclosure Effective July 1, 2018, California Government Code section [...]

17 07, 2018

The Benefits of Holding Title to Your Real Estate Investment In a LLC

By |2018-08-20T01:39:42+00:00July 17th, 2018|Business, Corporate and Venture, Land Use and Real Estate, News, The Advisor|Comments Off on The Benefits of Holding Title to Your Real Estate Investment In a LLC

Owning residential or commercial property you rent to others comes with an inherent risk of liability. While maintaining adequate insurance can protect landlords against many conceivable risks, it cannot completely insulate the landlord from liability.  All insurance policies have limits, exceptions and carve-outs.  In some cases injuries to tenants or guests, for example, could result [...]