Why is the statute of limitations such an essential factor in an IRS audit? Should you approve a request from the auditor for a waiver of the statute of limitations in an IRS audit? This is often a complex question, and if...more
Why do you need an experienced tax attorney when tax issues strike? What do you need to know about communications with the IRS and California's tax agencies?...more
6/17/2025
/ California ,
Expatriates ,
Government Agencies ,
Income Taxes ,
IRS ,
Penalties ,
State Taxes ,
Tax Audits ,
Tax Liability ,
Tax Planning ,
Tax Returns
How many U.S. taxpayers and expatriates may need to file offshore disclosures and FBARs with the IRS? Should those who have not yet filed a disclosure application utilize the VDP (Voluntary Disclosure Program) or a...more
6/16/2025
/ Disclosure Requirements ,
Expatriates ,
FBAR ,
FinCEN ,
International Tax Issues ,
IRS ,
Offshore Funds ,
Penalties ,
Reporting Requirements ,
Tax Evasion ,
Tax Planning
What can an experienced San Diego tax attorney do for you? San Diego is uniquely positioned to support any local, regional, national, or multinational business or corporation. The proximity of San Diego to Mexico (the United...more
Why do you need a lawyer for an IRS audit? Have you received an IRS audit notification (IRS form letter 2205-A, 2205-B, or 566)? What do you need to know?...more
5/30/2025
/ Appeals ,
Audits ,
Cryptocurrency ,
Filing Deadlines ,
FinCEN ,
Foreign Investment ,
Income Taxes ,
IRS ,
Litigation Strategies ,
Penalties ,
Tax Appeals ,
Tax Liability ,
Tax Planning
There have been many recent tax developments for U.S. expatriates. It is essential for U.S. citizens residing outside the United States and those considering an expat life to understand their responsibilities as U.S....more
What do you need to know if you intend to sell your business? It is essential to have integrated tax and legal advice when selling your business to ensure maximum net profit and minimize contingent liability. Look for a...more
What do you need to know about offshore real estate ownership and any associated tax reporting requirements? Are you a U.S. taxpayer or U.S. resident who owns real estate outside of the United States? It may surprise you to...more
5/27/2025
/ Business Entities ,
Disclosure Requirements ,
Filing Requirements ,
Foreign Corporations ,
International Tax Issues ,
IRS ,
Offshore Funds ,
Reporting Requirements ,
Tax Evasion ,
Tax Liability ,
Trusts
What are fractional executive services? Do you need a fractional or part-time CEO or CFO? How would your small to mid-sized business profit from a fractional C-level executive?...more
Have you been asked to be a trustee or executor? A trustee or executor has substantial financial and legal liability, and the trust or estate will pay an attorney to guide them through the process....more
How do integrated business services provide a broader perspective? Why is it important to look for a single-source provider of legal, tax, accounting, and business advisory services? Perhaps one of the most basic corporate...more
One of the most important indications of when you need a tax attorney is any dispute with or contact from the IRS or any California tax agency. This is especially true if the matter involves an audit (or questions regarding...more
4/25/2025
/ Attorney-Client Privilege ,
Audits ,
Business Ownership ,
California ,
Estate Planning ,
FBAR ,
Foreign Investment ,
International Tax Issues ,
IRS ,
Offshore Banks ,
Tax Liability ,
Tax Planning
Why do many business owners undervalue accounting and the profound financial impact it can have on your business operations and profit? Business in 2025 moves at an incredible rate of speed, and the complexities of managing...more
Are you searching for information on how to choose the right tax attorney? Are you a U.S. taxpayer who has a challenge with the IRS or a state tax agency? Are you facing an IRS or state tax audit? Are you an American...more
If you intend to sell your company or believe there may be another business or individual interested in acquiring you, it is important to prepare your business for sale or acquisition to make sure everything is in order. This...more
What is an integrated business services partner, and why is the integration of these important areas of expertise essential to your company's success?...more
The world is an ever-changing, ever-evolving crucible of financial and other serious challenges for expats and those considering moving abroad, as well as foreign nationals living and working in the United States. Oversight,...more
If you wish to create a new trust or update an existing estate plan, you will need skill and expertise across many disciplines: tax, estate planning, and legal services. Look for a service provider who can seamlessly...more
3/27/2025
/ Beneficiaries ,
Business Succession ,
Estate Planning ,
Foreign Investment ,
Internal Revenue Code (IRC) ,
IRS ,
Probate ,
Small Business ,
Tax Planning ,
Tax Reform ,
Trusts
What do you need to know about estate planning for pets in San Diego and throughout California? What are some of the essential elements of an effective estate plan that will protect your beloved companion(s) while ensuring...more
Why do international business dealings require integrated legal, tax, and accounting services? It doesn't matter how small or large your company is. If you are a U.S. company that conducts business outside of the United...more
What companies should consider fractional executive services? Can a CEO, CFO, COO, CTO, or other C-level executive be hired part-time to leverage their extensive experience and knowledge?...more
3/13/2025
/ Acquisitions ,
Business Development ,
CEOs ,
CFOs ,
Compensation & Benefits ,
COOs ,
Corporate Governance ,
Employee Benefits ,
Executive Compensation ,
Financial Planning ,
Leadership ,
Limited Liability Company (LLC) ,
Mergers ,
Small Business ,
Startups ,
Talent Management
Is it too soon for a BOI report obituary? After a recent declaration by the U.S. Department of Justice, the FinCEN Beneficial Ownership Interest reporting requirements may be a thing of the past for American companies....more
How often should you review your trust and estate plan? Is there a regular cycle to these reviews, or should they be driven by significant events in your life or the lives of your beneficiaries and executor or trustee? How...more
2/26/2025
/ Alternative Minimum Tax ,
Asset Protection ,
Beneficiaries ,
Estate Planning ,
Estate Tax ,
Federal Taxes ,
Income Taxes ,
Probate ,
Tax Code ,
Tax Cuts and Jobs Act ,
Tax Liability ,
Tax Planning ,
Trust Administration ,
Trusts
Attention: FinCEN BOI reporting requirement deadline is now set for March 21, 2025.
A decision yesterday, February 18, 2025, in the case of Smith, et al. v. U.S. Department of Treasury, et al., 6:24-cv-00336, has returned...more
2/20/2025
/ Beneficial Owner ,
Business Entities ,
Compliance ,
Corporate Transparency Act ,
Disclosure Requirements ,
Filing Requirements ,
FinCEN ,
Popular ,
Regulatory Requirements ,
Reporting Requirements ,
U.S. Treasury
It has always been prudent to search for firms who can integrate legal, tax, accounting and business advisory services. While there are few such genuine providers across the United States they do exist, and the KPMG Arizona...more
2/20/2025
/ Accounting ,
Arizona ,
Business Entities ,
Compliance ,
Corporate Governance ,
Estate Planning ,
Financial Services Industry ,
Integration ,
Popular ,
Small Business ,
Tax Planning ,
Taxation