Are you searching for a reliable partner to provide legal services in a rapidly changing world? Allen Barron, through Janathan L. Allen, APC, provides a complete palette of legal services for an evolving business climate here in San Diego and around the world. In addition to our tax, accounting, and...
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When to Use an Irrevocable Trust in Your Estate Plan
What is an irrevocable trust? It is important to know when to use an irrevocable trust as part of your estate plan. What is the difference between an irrevocable trust and a revocable trust? Key Takeaways of When to Use an Irrevocable Trust in Your Estate Plan: An irrevocable trust...
IRS and State Tax Complications of Offshore Investments
What do you need to know about the IRS and state tax complications of offshore investments? It is common to have international investments in your portfolio, not to mention business interests. How do you navigate the changing financial, business, and tax environment of international investment and business interests? Key Takeaways...
Estate Planning for a Blended Family
What are the essential elements of estate planning for a blended family here in San Diego or across California? According to the U.S. Census Bureau, almost 1 in 5 households in the United States involves a subsequent marriage for one or both of the parties, and children from a previous...
Outsource Accounting Services for Your San Diego Business
Why should you consider an option to outsource accounting services for your San Diego business? What type of company should consider outsourcing their accounting and financial reporting requirements? Why is accounting one of the most under-valued and overlooked aspects of most businesses here in San Diego, across and California and...
California’s Unitary Method of Taxation Around the World
What is California's unitary method of taxation around the world, and how does it affect individuals with offshore investments, U.S. expatriates, and multistate and multinational corporations? Central Points about California's Unitary Method of Taxation: The State of California taxes its citizens on worldwide income, not just income earned here in...
The Two Sources of Income Tax Audits in California
There are two sources of income tax audits in California: those initiated by the State of California Franchise Tax Board (FTB) and those based on audits conducted by another agency, such as the IRS. This second form of audit, often referred to as a "Piggy-Back Audit," is one of the...
Expanding an International Business to San Diego or the U.S.
Are you considering expanding your international business to San Diego or the United States? Are you planning to start a new business entity to add to the existing constellation of your companies, or are you considering a joint venture with an existing American business? These decisions can be quite complex....
The Prudence of Estate Planning
The prudence of estate planning extends far beyond the question of “what happens to my money, assets, and belongings at the end of my life?” Estate planning facilitates shrewd planning and management of one’s life and resources, protects the interests and assets you’ve worked so hard to build, reduces the...