June 2021

The responsibilities of accountants, financial planners and lawyers often overlap. When these parties work together, the results can be harmonious. You can rest assured that you’re receiving thorough, well-researched advice concerning your tax, financial and legal affairs. However, if these parties aren’t communicating, you or your business could suffer. Overlooked tax implications or issues with […]

When it comes to providing professional services to your clients, who you know can be just as important as what you know. Being able to refer your client to an attorney who can help answer a legal question, an accountant who can address a tax problem, or to a financial advisor who can provide knowledgeable

It all comes down to improving your company – and your profits. After all, this is what business is about and this is what you and your stockholders expect from an acquisition: a stronger company and more investment return. Without careful valuation of a target company, however, your company may lose in the end. Stock

When you’ve made your business your life’s work, it can be hard to envision a time where you may no longer be involved in running your company. However, both foreseen and unforeseen events can quickly turn a business upside down. Establishing a solid succession plan can help ease the transition and minimize any impact a

Litigation partner Kevin Abbott recently received an outstanding result for a client in a binding arbitration. In this case, our client had entered into a shareholder agreement in connection with purchasing a share of a financial advisory practice. The majority shareholder later changed his mind, refused to operate the practice with our client, and dissolved

This year, many companies are moving out of California to more business-friendly states – such as Nevada – to flee high taxation and regulation, among other reasons. The good news for these companies is that there are a number of options available to them for making the move, each with its own pros and cons.