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Donor Advised Funds Offer Benefits Now and Later

Posted by Nicole Liotine | Jun 29, 2017 | 0 Comments

Many vehicles exist for charitable giving, but one of the simplest and fastest-growing methods is the donor advised fund. A donor advised fund allows the donor an immediate tax benefit as well as the opportunity for continuing involvement in the charitable giving process, including the opportunit...

California Mechanic’s Lien Basics: Private Projects

Posted by Nicole Liotine | May 18, 2017 | 0 Comments

If youre reading this article, theres a good chance you already know what a mechanics lien is. But just in case, lets cover the basics.A mechanics lien is a tool provided by California law that contractors, material suppliers, and some others can use to secure payment against property when t...

Can I Modify an Irrevocable

Posted by Nicole Liotine | May 18, 2017 | 0 Comments

Irrevocable trusts are powerful tools.  In addition to their estate planning benefits, they can help meet other family goals, such as providing for those left behind and reducing tax liabilities.  One potential drawback to irrevocable trusts, however, is that they can be difficult to change. W...

The Importance Of Corporate Maintenance

Posted by Nicole Liotine | May 18, 2017 | 0 Comments

When operating a business, owners and investors often choose to form a corporation due to the liability protection and tax planning opportunities available after incorporation.  While incorporation is a very important step in that process, there are many requirements after the initial filing, ado...

California Powers of Attorney

Posted by Nicole Liotine | May 18, 2017 | 0 Comments

Powers of attorney are strong, legal documents that authorize another individual or group of individuals to act in your place and make decisions on your behalf. Commonly, people execute powers of attorney regarding their financial affairs; for their health, medical and personal welfare; and for o...

Fundamentals of Construction Contracts

Posted by Nicole Liotine | May 18, 2017 | 0 Comments

Every business needs to create certainty about how it will obtain inputs and how it will produce outputs for clients. Lack of certainty about either of these things creates a risk to the business. In the world of construction, small project deals are often forged by word and sealed by a handshake...

Special Needs Trusts Introduction & Overview

Posted by Nicole Liotine | May 18, 2017 | 0 Comments

THE PURPOSE OF A SPECIAL NEEDS TRUST Special needs trusts (“SNT”s) allow a beneficiary to remain eligible for needs-based government benefits without having to completely forego their inheritance or other gifts from loved ones and, in some cases, settlement proceeds from lawsuits. Special needs ...

Fundamentals of Pricing Construction Contracts

Posted by Nicole Liotine | Nov 17, 2016 | 0 Comments

A key component of survival and profitability in the construction industry is managing project risk. Risk management, broadly speaking, touches all areas of a business and includes activities from supervision on the job site to structuring and negotiating contracts. A well-drafted construction co...

The Fiduciary Role of a Member of a Board of Directors

Posted by Nicole Liotine | Nov 17, 2016 | 0 Comments

After the announcement of unprecedented enforcement action by the Federal Trade Commission and all 50 states targeting four non-profit organizations, leaders of non profits have come to realize that they are operating in an environment of increased scrutiny from authorities. While it has always b...

Tips for Tax Smart Charitable Giving

Posted by Nicole Liotine | May 10, 2016 | 0 Comments

The end of each years tax season results in silent celebrations across the nation. If you found little cause to celebrate the end of this years tax season you might need to consider whether or not you are taking full advantage of opportunities to give to charity. You might find yourself recalli...

Protecting Digital Assets with Your estate Plan

Posted by Nicole Liotine | Apr 19, 2016 | 0 Comments

Do you have a Facebook account? Have you considered what would happen to it if you were to pass away unexpectedly? How many other online accounts do you have that would need some type of action? Have you considered how to include all these digital assets in your estate plan? Concerns about online...

Private Foundations Can Enhance Your Giving Strategy

Posted by Nicole Liotine | Jan 14, 2016 | 0 Comments

Charitable giving, especially during the holidays, can be personally rewarding, but it can also fit well with your financial goals by providing valuable deductions from income, gift, or estate taxes. There are many available options when you choose to give, including making cash gifts to an exist...

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