News & Events

Janathan Allen Authors an Article for Major Expat Resource “The American” – “2019 Expat Tax Challenges”

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Janathan Allen is featured in the current issue of “The American,” the leading magazine for Americans living, working and visiting the UK.  This publication focuses on US expats, and Jan’s article 2019 Expat Tax Challenges” focuses on reducing risk and tax exposure for American expatriates.  Jan is also quoted in a related article “Brexit for Americans” – What will happen to overseas Americans when (if?) Britain leaves the EU?

“Some of our experts and contributors share their thoughts – practical, serious, funny and poignant.”

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Recent Events:

Jan Allen Spoke at the North San Diego Business Chamber’s

“2019 Employment Law Changes and Challenges”

Date: November 26, 2018

Where: Cathedral Catholic High School Assisi Hall 5555 Del Mar Heights Road San Diego, CA 92130

Time: 6:00 PM – 7:30 PM PST
Event Description:
2019 Employment Law Changes & Challenges

Learn what employment law changes and challenges businesses will face in 2019 and how these laws will impact your company’s bottom line.Topics to include, but not limited to:

  • New 2019 Laws
    • Wages
    • Time off
    • Expenses
  • Contractor or Employee?
    • New Laws
    • Know the difference
    • Your Risk in Non-Compliance

December 12, 2018 Jan Allen Served on the CLE Faculty for:

“Estate Planning and Administration for Family Businesses”

“Protecting the Family and Maximizing the Value of the Business”

How to Protect the Family Business Assets and Ensure a Smooth Transfer

Estate planning and administration for business owners requires specialized knowledge and tools to ensure the best client representation. This legal course will give you the knowledge and skills to preserve the legacy your clients have worked their entire lives to build. Explore the tools and opportunities unique to family businesses to help make good sense of difficult legal and financial policies. Learn what you need to know about taxes, wills, trusts, valuations, and other key elements. Help your clients take care of their estate planning and administration needs and their family’s future – register today!

  • Explore the deciding factors in choosing the right business entity when planning ownership transfer.
  • Take full advantage of valuation discounts.
  • Employ all available tools for transferring assets and preserving wealth.
  • Tackle top methods of business valuation and their consequences in estate planning and tax.
  • Review a sample buy-sell agreement and get tips on transferring to third parties most beneficially.
  • Learn how to navigate an estate administration that involves a family business: with or without express instructions for transfer in a will or other transfer documents.
  • Protect the value of the family business: help executors act in their full authority and in the best interests of the estate.

Who Should Attend

This basic-to-intermediate level seminar is designed for:

  • Attorneys
  • Estate Planners
  • Accountants and CPAs
  • Tax Professionals
  • Trust Officers
  • Paralegals

Course Content

  1. Determining the Consequences of Business Entity Choice (LLCs, S-Corps and C-Corps, Corps, etc.)
  2. Medicaid and LTC Planning: A How-to Guide
  3. Transferring the Business Within the Family
  4. Using Buy-Sell Agreements and Insurance, Transfers to Third Parties
  5. Tax Considerations in Transferring a Family Business
  6. Legal Ethics
  7. How to Navigate a Family Business Through Probate

In the News

Allen Barron has been selected as a “Best of North Inland 2017” for Accounting and Tax Preparation by the 2017 Pomerado News readers’ poll.

Congratulations to Janathan Allen, who has been named to the North San Diego Business Chamber’s Board of Directors for 2017-2018.

You May Have Noticed an article on Jan in the Local Pomerado Newspaper Group:

Tax Lawyer Pomerado News San Diego Lawyer

You may have noticed our presence in the San Diego Business Journal:

Best San Diego Tax, FBAR, and Business Attorney