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November 2024

What is the Main Goal of Estate Planning?

Why Should I Have an Estate Plan? In 2008, Congress recognized the need for the public to understand the importance and benefits of estate planning by passing House Resolution 1499, which designated the third week of October as National Estate Planning Awareness Week. Of course, in our firm, every week is Estate Planning Awareness Week! According...
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Why Are Corporate Formalities Important?

Limited liability is an important advantage provided by corporations and limited liability companies (LLCs). The personal asset protection that corporations and LLCs provide for their owners, however, is not absolute. To maintain the liability shield, owners must comply with certain corporate formalities required by state law or recommended as a best practice. In addition, observing...
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Importance of LLC Formalities

 Limited liability is an important advantage provided by corporations and limited liability companies (LLCs). The personal asset protection that corporations and LLCs provide for their owners, however, is not absolute. To maintain the liability shield, owners must comply with certain corporate formalities required by state law or recommended as a best practice. In addition, observing...
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FinCEN & Why the Time is Now!

Importance of End of Year Accounting by: Ginger Toll If you are or recently were a business owner, this article is of the utmost importance! Deadlines are looming and we wanted to ensure you are fully aware and prepared.  The Corporate Transparency Act, despite challenges to its constitutionality, is still very much intact and being...
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California Trademarks

California Trademarks A California Trademark or Service Mark may be used to prevent others from using the same or a similar mark in the State. This does not guarantee exclusive ownership of the mark. A Trademark and Service Mark will be active for 5 years from the date it was filed. California Secretary of State’s...
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What is a Trade Name?

A Trade name allows a business to register its name for public record. It is like a doing business as (“DBA”) name but is not legally required for business practice. A trade name is considered intellectual property. Arizona Trade Name Information: In Arizona, a Trade name can be filed with the Arizona Secretary of State...
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