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U.S. Supreme Court Denies Certiorari on Petition Requesting Review of Enforceability of Forum Selection Clauses In ERISA-Governed Benefit Plans

Posted by Corey F. Schechter | Feb 23, 2017 | 0 Comments

On January 17, 2017, the Supreme Court of the United States declined to decide the issue of whether forum selection clauses contained in ERISA benefit plans are enforceable when it denied Certiorari in Clause v. U.S. District Court for the Eastern District of Missouri, 2017 U.S. Dist. LEXIS 719 (...

2017 List of Dirty Dozen Tax Scams

Posted by Paul D. Woodard | Feb 16, 2017 | 0 Comments

Each year, the Internal Revenue Service identifies a “Dirty Dozen” list comprised of a variety of common tax scams that a taxpayer may encounter. Although a taxpayer may encounter the schemes described by the IRS at any time, the IRS notes that the schemes peak during the tax filing season as ind...

6 Reasons to Update Your Estate Plan

Posted by Paul D. Woodard | Feb 15, 2017 | 0 Comments

When major life events take place, government tax regulations change, or if you simply change your mind regarding how you want to distribute your property at death, it may be time to update your estate plan. Finding the time to make those changes can be challenging. However, the good news is that...

Planning for Incapacity

Posted by Paul D. Woodard | Feb 14, 2017 | 0 Comments

In many ways, planning for incapacity is even more difficult than planning for death. Eventually, we all pass away; however, it may be unfathomable to consider a time when we may be alive, but unable to communicate our thoughts or wishes to those around us. Unfortunately, many people will become ...

Revoking or Modifying Your Will

Posted by Paul D. Woodard | Feb 13, 2017 | 0 Comments

Relationships with family, friends and even charities change all the time. At the time you initially create your estate plan, you may intend to leave specific property or assets to a certain individual. However, circumstances may change and you want to change the way your assets are to be distrib...

Are Series LLCs Finally the Next Big Thing?

Posted by Corey F. Schechter | Feb 10, 2017 | 0 Comments

Series LLCs may finally be the next big thing. A Series LLC is a limited liability company that acts as the master LLC with a group of sub-units acting as independent LLCs. There are a number of possible benefits to forming a Series LLC over a traditional LLC; however, there are also additional r...

Tax Implications of Marriage

Posted by Corey F. Schechter | Feb 07, 2017 | 0 Comments

Couples who decide to get married usually do not consider the tax implications of marriage until it is time to make their first joint filing. While many couples enjoy tax benefits after they are married, others may face greater tax liability. It is important to consider how marriage affects your ...

Risks of 409A Non-Compliance (Pt 2 of 2)

Posted by Corey F. Schechter | Feb 01, 2017 | 0 Comments

After asking whether you need a 409A valuation before issuing stock options for your startup, the answer was likely: yes. Still, it is not uncommon for entrepreneurs to reconsider seeking a valuation even after they know that they should. Before foregoing compliance with the tax code, executives ...

Special Needs Trust Fairness Act

Posted by Paul D. Woodard | Jan 25, 2017 | 0 Comments

Unfortunately, many people underestimate the abilities of those individuals with mental or physical disabilities. In reality, many people with disabilities are able to handle many of their own affairs and achieve a high level of independence in spite of their mental or physical disabilities. Hist...

How to Expense Stock Options

Posted by Corey F. Schechter | Jan 23, 2017 | 0 Comments

Beyond employee salaries, bonuses, and health benefits, some companies offer Employee Stock Options (ESO) to allow the employee to own stock in the company and invest in its future. Stock options may be considered a form of compensation which gives the employee the right to buy an amount of compa...

Business Trends for 2017

Posted by Paul D. Woodard | Jan 18, 2017 | 0 Comments

Today, business owners are trying to figure out what changes may be in store for 2017 and how those changes may potentially impact their company. A recent article from Forbes examines the top trends shaping business in the coming year, which could have an influence on everyone from sole proprieto...

Are You Planning on Starting a Business in 2017?

Posted by Corey F. Schechter | Jan 12, 2017 | 0 Comments

Starting a new business can be an extremely rewarding experience, but it is by no means an easy process. There are countless laws and regulations for operating a business, including at the federal, state, county, and even city level. California is not known for having an overly business-friendly ...

Estate Planning in 2017

Posted by Paul D. Woodard | Jan 10, 2017 | 0 Comments

Estate planning can be a difficult process for many people to start thinking about. It involves planning for the inevitable day when your assets and property will have to be distributed according to your final wishes. Changes to state and federal estate laws also mean that individuals should regu...

Start the 2017 Tax Year Off on the Right Foot

Posted by Paul D. Woodard | Jan 05, 2017 | 0 Comments

The new year is upon us. We are a few days into 2017 and many individuals and small business owners are wondering how a new year and a new president may impact their tax planning strategies. However, until any tax law changes are put in place, it will be difficult for people to anticipate their t...

Does ERISA Cover Your Church Plan?

Posted by Corey F. Schechter | Jan 03, 2017 | 0 Comments

Contributing Author: Dianne Schechter The U.S. Supreme Court announced on December 2, 2016, that it will hear three cases that may have a multi-billion dollar impact on the funding of retirement plans for several large church-affiliated hospital systems across the country as well as many other e...

Mileage Reimbursement Rate Decrease

Posted by Paul D. Woodard | Dec 28, 2016 | 0 Comments

If you are an employee and your job requires you to do some traveling using your personal vehicle, federal tax law allows you to claim a deduction for the business mileage if you're not reimbursed for the expense. If your employer does provide you with a reimbursement or allowance for business re...

The Importance of Preparing Corporate Minutes

Posted by Paul D. Woodard | Dec 22, 2016 | 0 Comments

For California businesses, there are many benefits associated with forming a corporation over other types of business entities. Depending on the type of corporation, benefits may include eliminating double taxation on income, sales of stock to fund growth, and other tax and investment benefits. H...

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