Education
Mark J Kohler
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Helping you with your small business, taxes, and all things finance
Mat Sorensen
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Taking control of your retirement
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Articles
CA’s New Statewide Rent Control Law
Lee Chen, Esq. On October 2, 2019, California enacted the AB 1482, representing the most comprehensive reform of California landlord-tenant laws in decades. The law, which essentially imposes “rent control” provisions for certain rentals in California, officially...
Opportunity Zones when Selling Real Estate Could Save You Thousands
Deven L. Munns, Esq. Opportunity Zones (OZ) investments were created under the recent passage of the Tax Cuts and Jobs Act (TCJA) and designed to help states jumpstart communities that historically have struggled economically. In theory, they have a two-prong benefit;...
What Tax Law is Haunting NYC?
Deven L. Munns, Esq. New York City has a lot to offer when it comes to world-class entertainment, dining, and sightseeing: Rockefeller Center, the Museum of Natural History, the Brooklyn Bridge, Time Square, and Broadway! However, unbeknownst to visitors to this...
Asset Protection 101: Separate Your Business from Your Assets
By Kevin Kennedy, Esq. Whether you’re a retailer, a broker, a doctor, etc., you know that renting commercial office/retail space can be your most expensive operating cost. You also know that one of the ways to build wealth is to invest in real estate. For these...
Real Estate Syndications 101
While syndications may also be done to purchase a portfolio of multiple properties or perhaps even unidentified properties that fit a certain profile, the most common syndications involve the purchase and/or development of a single specific piece of real estate.
What US Citizens must report with Foreign Property or Bank Accounts
Individuals for which the FATCA rules apply are required to self-report their foreign assets every year.
California Real Estate: Prop 13 and Property Taxes
Given how fast many properties in California have appreciated, it is very important to understand the Prop 13 rules governing property reassessment when developing a structure for your assets and your estate.
What is an Accredited Investor and Should I care?
Accredited investor status has nothing to do with investing education or experience. It is determined either by your net worth or your income. The SEC’s thinking is that if you have a fair amount of money or have demonstrated the ability to make a lot of money, then they are less concerned about you losing some of your money in a more loosely regulated private offering.
Do I Need a Business Entity for My Side Hustle?
If you have a side hustle, don’t automatically assume you don’t need a business entity simply because you’re not a full-time entrepreneur. The asset protection and tax savings could be a really need for you to succeed.
What are My Options If I Disagree with the IRS?
The IRS is generally perceived as the omnipotent “big brother”, however that does not mean you do not have rights if you disagree with the IRS. There are several administrative procedures available to you when and if you disagree with an IRS determination.
