The world is an ever-changing, ever-evolving crucible of financial and other serious challenges for expats and those considering moving abroad, as well as foreign nationals living and working in the United States. Oversight, tax exposure, and reporting requirements become more challenging each year. Financially speaking, the world in 2025 has...
Blog
Create a New Trust or Update an Existing Estate Plan
If you wish to create a new trust or update an existing estate plan you will need skill and expertise across many separate disciplines: tax, estate planning and legal services. These disciplines are seamlessly integrated at Allen Barron to provide a much more comprehensive level of insight and advice at...
Estate Planning for Pets in San Diego and Throughout California
What do you need to know about estate planning for pets in San Diego and throughout California? What are some of the essential elements of an effective estate plan that will protect your beloved companion(s) while ensuring their provision and comfort? The process usually begins with the establishment of a...
International Business Dealings Require Integrated Legal, Tax and Accounting Support
Why do international business dealings require integrated legal, tax, and accounting services? It doesn't matter how small or large your company is. If you are a U.S. company that conducts business outside of the United States, your business model requires a level of sophistication that is much different from managing...
What Companies Should Consider Fractional Executive Services?
What companies should consider fractional executive services? Can a CEO, CFO, COO, CTO, or other C-level executive be hired part-time to leverage their extensive experience and knowledge? Many small businesses, startups, LLCs, and corporations need help taking the next step in their growth or business development but lack the internal...
Is it Too Soon for a BOI Report Obituary?
Is it too soon for a BOI report obituary? After a recent declaration by the U.S. Department of Justice, the FinCEN Beneficial Ownership Interest reporting requirements may be a thing of the past for American companies.Earlier this week, after many Court challenges and associated delays, the FinCEN BOI Report deadline...
How Often to Review Your Trust and Estate Plan?
How often should you review your trust and estate plan? Is there a regular cycle to these reviews, or should they be driven by significant events in your life or the lives of your beneficiaries and executor or trustee? How will the next few years in Congress impact trust and...
BOI Reporting Requirement Deadline is Now Set for March 21, 2025
Attention: FinCEN BOI reporting requirement deadline is now set for March 21, 2025. A decision yesterday, February 18, 2025, in the case of Smith, et al. v. U.S. Department of Treasury, et al., 6:24-cv-00336, has returned the reporting requirements of the Corporate Transparency Act (CTA) and the Beneficial Ownership Interest...
The Trend to Integrate Legal, Tax, Accounting, Business and Financial Advisory Services: the KPMG Arizona Gambit
It has always been prudent to search for firms who can integrate legal, tax, accounting and business advisory services. While there are few such genuine providers across the United States, firms like Allen Barron / Janathan L. Allen, APC do exist, and the KPMG Arizona gambit has legitimized the reasons...