For the safety of our community, clients and staff, we have suspended all in-person meeting effective March 17, 2020. All consultation meetings will be via Phone or Zoom Video Conferencing. Please contact us at 925-484-0888 or email us directly at [email protected] to schedule the consultation.
Over the last few years, multiple U.S. companies have come under heavy criticism by federal officials for their reliance on elaborate tax-savings strategies, such as inversions. For those unfamiliar with inversions, they involve U.S.-based companies merging with...
If you are nearing retirement and have been saving diligently, the time is come to enjoy the fruits of your labor. Of course, you deserve the benefit of tax deferred savings, but the federal government may be just as interested in your money if you don’t...
While many people envision San Francisco as a primary destination for tech companies and one of America's most thriving metropolitan areas, this wasn't necessarily the case just a few years ago. Indeed, during the height of the recent recession the city saw an...
California's 2016 ballot is shaping up to be very interesting, as voters will be asked to decide everything from whether proposed legislation should be published online for at least 72 hours before state lawmakers can vote to whether to legalize the sale and use of...
Now that summer is here, many parents are wondering how to keep their children active and productive. For older teenagers, the answer may be to get a summer job. There are many benefits to seasonal work, including earning spending money and getting an introduction...
An old joke is that wherever there's a will . . . there are greedy relatives. While there is indeed truth in that adage, that's by far not the sole dynamic at play in most estate battles.The truth is that each of the decedent's heirs and family members brings a...
It's been quite a year thus far, hasn't it? And a certain political event is looming larger by the moment.Maybe you've already got November 3 circled on your calendar. That spells the first Tuesday of that month, which of course marks the day when scores of millions...
Estate planning can entail special complexities and challenges in almost any given case. Some California residents know that to be especially true when a portion of family assets reside in one or more offshore accounts. In such a case, a prominent third party...
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