by Sara Ferini | Sep 1, 2026 | Business, Estate Planning
You started a business and formed an entity, like a partnership, an LLC, or a corporation, to protect yourself from certain types of liability exposure related to your business endeavors—great! However, you might not have thought about the benefits of going one step...
by Christian Salgado | Aug 1, 2026 | Estate Planning
Having Good Advisors Is Not the Same as Having a Plan Most people assume that if they have a CPA, a financial advisor, an insurance professional, and an estate planning attorney, they have a comprehensive plan. In many cases, what they actually have is a collection of...
by Evan Ferini | Jun 1, 2026 | Business
For many family-owned businesses in California, electing S corporation status is one of the most important tax decisions they can make. An S corporation allows profits to pass through directly to the shareholders and be taxed only once at the individual level,...