Category Archives: Business Law
Do You Need a Tax Attorney When You are Audited by IRS or When You Start a New Business?
Now that the season to file tax returns has ended, many people may become concerned about whether some aspect of their return might draw the attention of the Internal Revenue Service (IRS) and lead to an audit. This leads to … Continue reading
Posted in Business Law, Corporate Taxes, Family Law, Filing Your Tax Return, Partnerships, Personal Attorney, Radio Show: Wealth Preservation and You, Starting a New Business, Tax Law
Tagged accountant, allowable deductions, audit, Audited, audited by the IRS, back taxes, business, business revenue, corporate structure, cost/benefit analysis, dissolution, economy, examination letter, Family Business, family dynamics, Field Audit, government, health care professional, Internal Revenue Service, IRS, irs agent, irs audits, licensed professionals, Medical professional, Office Audit, partnership, politics, risks and liabilities, Schedule C, software program, Start New Business, tax attorney, tax return, Turbo Tax
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Estate Planning for Special Assets: Family Business, Out of State Assets, Companion Animals, Trustee Duties
When we have previously discussed estate planning, we’ve primarily focused on situations that involve the basics of how to handle real estate or liquid assets like stocks and bonds, so your beneficiaries receive as much as possible of your estate … Continue reading
Posted in Asset Protection, Business Law, Estate Planning, Estate Tax, Partnerships, Radio Show: Wealth Preservation and You, Succession Planning, Trust Administration, Trusts & Estates
Tagged asset protection trust, attorney, back taxes, Bay area, business structures, companion animal, Companion Animal Trust, Companion Animals, Connie Yi, dental broker, dental care, dental practice, dentist, Estate Planning, estate planning attorney, Family Business, family dynamics, Family Limited Partnership, family limited partnership flp, Family Partnerships, farmer, FLP, food and beverage, Husband and Wife Business, inheritance tax, IRS, KDOW, legal practice, Limited Liability Corporation, liquid assets, LLC, Offshore Assets, offshore bank, Out of State Assets, overseas bank accounts, Pleasanton, real estate, real estate development, San Francisco, San Jose, San Mateo, Small Business Administration, Special Assets, stocks and bonds, succession planning, tax return, Treasury Department, vineyard, Wealth Management and You
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Asset Protection: Umbrella Coverage May Be Enough Based On An Assessment Of Your Risk
We recently discussed Asset Protection on our weekly KDOW 1220 AM radio show, Wealth Preservation and You. Instead of the usual approach of how to protect large amounts of valuable assets, we looked at the subject from the perspective of an … Continue reading
Posted in Asset Protection, Business Law, Estate Planning, Partnerships, Radio Show: Wealth Preservation and You, Starting a New Business, Succession Planning
Tagged 401(k) account, Alaska, artwork, Asset Protection, automobiles, Bay area, business partners, business planning, car collisions, caveat emptor, charging order, children's education, consumers, corporate assets, cross-state LLC registration, Delaware, do-it-yourself asset protection, gold jewelry, heart attacks, inside creditors, KDOW 1220 AM, landlords, lawsuit, living trusts, LLC versus corporation, middle-class homeowner, Nevada, New Jersey, outside creditors, personal assets, Pleasanton, radio show, rental property, retirement, San Francisco, San Jose, San Mateo, savings account, small-business owner, State Farm insurance agent, stocks, tenants, umbrella insurance, umbrella policy, Wealth Preservation and You, Wen Ling Cheng, worst-case scenario, Wyoming
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Forensic Accountant Can Help If You Suspect Financial Or Investment Fraud
What do Nicholas Cosmo in New York, Richard Trabulsy in Michigan, Frederick H.K. Baker in Utah, Mark Alan Helsing in California, and Kapua Keolanui in Hawaii all have in common? Here is a hint: Bernie Madoff in jail. That’s right, … Continue reading
Posted in Accounting Services, Business Law, Divorce Lawyer, Family Law, Forensic Accounting, Partnerships, Personal Attorney, Trust Administration
Tagged 401(k) account, Bernie Madoff, brokerage statement, business partnership, Certified Public Accountant legal strategy, Charles Ponzi, contested divorce, family law attorney, Financial Fraud, financial research, financial statements, Forensic Accountant, Forensic Accounting, hidden assets, Investment Fraud Accounting Fraud, Litigation Support, misappropriated funds, mismanaged trust fund, payroll records, Ponzi scheme, tax law attorney
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Make Succession Planning a Part of Your Corprate Culture
Updated October 6, 2011: We published the article below a few hours before the official announcement by Apple of the passing of Steve Jobs. Obviously, we had no way of knowing the news in advance and meant no disrespect. Like … Continue reading
Posted in Business Law, Succession Planning
Tagged Apple, attorney, Business Succession Planning, Business Valuation, BusinessWire.com, chief executive, family-owned business, HREonline.com, Human Resources, iPhone 4S, iPhone 5, Law Offices of Connie Yi, licensed CPA, Tim Cook, WalesOnline.co.uk
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Law Offices of Connie Yi, P.C. Updates Website for California, Estate Planning, Real Estate and Tax Attorney
The Law Offices of Connie Yi, P.C. has recently posted an updated version of its website at ConnieYiLaw.com. We have not made any radical changes to the design or contents of our new website. We have basically just tweaked the … Continue reading
Posted in Business Law, Estate Planning, Residential Real Estate, Tax Law
Tagged Business Succession Planning, Business Succession Valuation, Charitable Planning, Forensic Accounting, Litigation Support, Offshore Assets, Offshore Bank Account, Tax Examination, Tax Litigation, Trust Litigation
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New Blog for the Law Offices of Connie Yi, P.C., Pleasanton, California (San Francisco Bay Area)
Welcome to the blog for the Law Offices of Connie Yi, P.C., located at 4900 Hopyard Road, Suite 100, Pleasanton, CA 94588. Our office is conveniently located just a minute or two from the intersection of I-580 & I-680, across … Continue reading
Posted in Business Law, California Trust Law, Corporate Taxes, Distressed Property, Estate Planning, Estate Tax, Gift Tax, Income Tax, Participating Tax Changes, Probate, Residential Real Estate, Strategic Foreclosure, Tax Law, Trust Administration, Trusts & Estates
Tagged Business Law, California Trust Law, Connie Yi, Corporate Taxes, Distressed Property, Estate Planning, Estate Tax, Gift Tax, Income Tax, Participating Tax Changes, Probate, Residential Real Estate, Srategic Foreclosure, Tax Law, Trust Administration, Trusts & Estates
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