Law Blog

BUSINESS: What is “General Counsel” and When Does it Make Sense?

Some attorneys offer general counsel services. In this scenario, the attorney continues to have his outside practice, and you will not be the only client, but you will get preferential service.

Future Tech

Business: Electronic Signatures

E-signing technology is becoming more and more prevalent, and there is no denying the convenience.  Affixing your signature with a simple tap on your phone screen is a beautiful thing.  After all, the alternative is to print the document, sign it, scan, and then email the scanned copy.  Sometimes you have to go find witnesses, and, if notarization is required . . . well, now you really have yourself a project.

real estate investment

REAL ESTATE INVESTMENT: LLC vs. Land Trust

Investors are generally comfortable with LLCs, so they often miss out on the benefits of a land trust just because of unfamiliarity. This articles compares the two entities side-by-side, showing the similarities and differences.

Ferry Landing Sunset

Estate Planning: You have Your Estate Docs. Now what?

Executing your will and/or trust are the first steps to your estate planning. This article focuses on a few loose threads that you need to be aware of after you have your basic planning in place.

Real Estate: FIRPTA

Investors that come to us early can structure their US holdings to avoid unnecessary complications, such as withholdings under the Foreign Investment in Real Property Tax Act (FIRPTA).  If you did not plan ahead, then this article is for you.

Coronado Bridge

ESTATE PLANNING: Trusts

This is a straightforward, question and answer style article designed to provide a basic understanding of the key advantages to using a trust as part of your estate planning.

REAL ESTATE INVESTMENT: Qualified Opportunity Zone Fund

We are in the middle of the 2022 tax season, but it is not too late to shelter your capital gains from last year.  The  Opportunity Zones Program allows investors to defer, or entirely eliminate, federal taxes on capital gains (and 1231 gains) from qualifying investments.

Capital Gains for QOZF

REAL ESTATE INVESTMENT: Funds that Qualify for an Opportunity Zone

The Qualified Opportunity Zone Fund program offers some incredible incentives for all investors.  But, there are limitations to the kind of money that qualifies for the special tax treatment. 

Eligible Investors in QOFs

REAL ESTATE INVESTMENT: Who can Invest in an Opportunity Zone?

Opportunity Zones extend generous tax incentives to investors who place their qualified capital gains in Qualified Opportunity Zone Funds (QOZF).  But, is the program open to ALL investors?

Projects in a QF

REAL ESTATE INVESTMENT: Opportunity Zone Projects

There is no question the Qualified Opportunity Zone Fund program provides investors with amazing tax benefits.  But, where are these “Zones” and what kind of projects will you be investing in?