The latest episode of ABCast "Transactional Planning" has dropped and is available for you to listen to and enjoy. In Episode 4 - Transactional Planning Jan discusses the concepts of transactional planning and provides some specific examples of how transactional planning not only protects your assets but minimizes tax exposures...
Blog
ABCast Episode 3 – Estate Planning and Trusts
We've released the latest episode of our podcast, ABCast Episode 3 - Estate Planning and Trusts. In this episode experienced San Diego estate planning and trust attorney Janathan Allen discusses many aspects of why the majority of San Diegans not only need an estate plan, they require a trust. What...
ABCast Episode 2 – the Process of an IRS Audit
ABCast Episode 2 focuses on "the Process of an IRS Audit." San Diego tax attorney Janathan Allen discusses what a US taxpayer needs to understand about an IRS audit, their rights as a taxpayer and how to handle themselves. This podcast discusses what to do from the moment you receive...
INTRODUCING: ABCast Episode 1
ABCast:An Overview of the Services of Allen Barron / Janathan L. Allen, APC Services. Hello, I’m Janathan Allen, partner at Allen Barron Inc. For over 25 years, I’ve been helping individuals and businesses understand complicated tax regulations and laws so they can achieve growth and success, as well as finding...
Are Executors Personally Liable for Their Work on a San Diego Estate
Are executors personally liable for their work on a San Diego estate? Most people are honored to be asked to serve as an executor for a friend or family member's will. It seems like a position of extreme trust and personal obligation. Most executors do not understand it also involves...
Review and Update Your San Diego Trust
There are many sound reasons to review and update your San Diego trust every three years or so. Laws change, lives change, people change, businesses change, the needs of spouses and families change. The estate planning and trust attorneys at Janathan L. Allen, APC and the accounting and tax professionals...
The Attorney-Client Privilege is So Important in FBAR and IRS Tax Matters
Do you know why the attorney-client privilege is so important in FBAR and IRS tax matters? The "Attorney-Client Privilege" is a critical protection when dealing with the IRS for any issue such as an audit or coming into compliance with FBARs. Only a tax attorney can extend this valuable protection...
Many Questions to Consider When Forming an LLC in San Diego
There are many questions to consider when forming an LLC in San Diego. Are you in the process of a start-up business, and preparing to form a new LLC in Southern California? There are several issues you should consider before approving and filing the associated forms and corporate documents. The...
Does an Irrevocable Trust Owe California Taxes
Does an irrevocable trust owe California taxes? This is actually a quite complex question. Generally speaking, California taxes trusts based on "California income." If the trustees and/or beneficiaries reside in California, then California will tax the proportionate income within the trust based upon the allocated income portion of the trust...