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![Urgent Update: Kamala Harris Pushes for Game-Changing Estate Tax Overhaul—What You Must Know Before 2025!](https://static.wixstatic.com/media/nsplsh_6b414a4c52517774357959~mv2_d_7942_5366_s_4_2.jpg/v1/fill/w_409,h_307,fp_0.50_0.50,q_90,enc_auto/nsplsh_6b414a4c52517774357959~mv2_d_7942_5366_s_4_2.webp)
Adela Iturregui
Aug 25, 20243 min read
Urgent Update: Kamala Harris Pushes for Game-Changing Estate Tax Overhaul—What You Must Know Before 2025!
These are some of the proposed tax law changes for January 2025.
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![Own a Business? Do This By December 31st to Get a Year-Long Extension To The Corporate Transparency Act Reporting Deadline](https://static.wixstatic.com/media/c3a1ed_d75262bdd3cb4b58ac07222e3733e5d6~mv2.png/v1/fill/w_409,h_307,fp_0.50_0.50,q_95,enc_auto/c3a1ed_d75262bdd3cb4b58ac07222e3733e5d6~mv2.webp)
Adela Iturregui
Dec 28, 20234 min read
Own a Business? Do This By December 31st to Get a Year-Long Extension To The Corporate Transparency Act Reporting Deadline
Beginning January 1, 2024, the Corporate Transparency Act (CTA) will require businesses to file an annual report about their owners and...
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![The CTA: Does My Trust Need to Be Disclosed?](https://static.wixstatic.com/media/c3a1ed_f0d345a8c2d442cb8243f1df414c9f36~mv2.jpg/v1/fill/w_409,h_307,fp_0.50_0.50,q_90,enc_auto/c3a1ed_f0d345a8c2d442cb8243f1df414c9f36~mv2.webp)
Adela Iturregui
Jun 16, 20232 min read
The CTA: Does My Trust Need to Be Disclosed?
Since a Trust can own a business or a share of a business, Trusts are also involved in the Corporate Transparency Act, but under more...
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![Demystifying the new Corporate Transparency Act: Implications for Small Business Owners](https://static.wixstatic.com/media/cf14467f94044a94b01d12f30cf1ab4b.jpg/v1/fill/w_409,h_307,fp_0.50_0.50,q_90,enc_auto/cf14467f94044a94b01d12f30cf1ab4b.webp)
Adela T. Iturregui
Jun 13, 20233 min read
Demystifying the new Corporate Transparency Act: Implications for Small Business Owners
The Corporate Transparency Act (CTA), brings a new wave of transparency to the business landscape. Designed to combat money laundering...
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![How to Protect Your Assets During a Financial Crisis](https://static.wixstatic.com/media/7fa6da7a44d5498d8b66f74b6d2a076b.jpg/v1/fill/w_409,h_307,fp_0.50_0.50,q_90,enc_auto/7fa6da7a44d5498d8b66f74b6d2a076b.webp)
Adela T. Iturregui
Mar 13, 20232 min read
How to Protect Your Assets During a Financial Crisis
Many of you have heard of Friday’s (March 10, 2023) collapse of the Silicon Valley Bank (SVB). It is now under FDIC control and many...
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![Q & A](https://static.wixstatic.com/media/03a314_1cd0c1b37ac84ccb9ab00133dfe772be~mv2.jpg/v1/fill/w_409,h_307,fp_0.50_0.50,q_90,enc_auto/03a314_1cd0c1b37ac84ccb9ab00133dfe772be~mv2.webp)
Adela T. Iturregui
Feb 11, 20231 min read
Q & A
QUESTION Q: Can a married employee name a beneficiary other than spouse on 401(k) –Helpful Boss ANSWER A: Dear Helpful: It can be very...
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![It's All Fun And Games Until Someone Wants Out: Consider The End, Before You Even Start!](https://static.wixstatic.com/media/03a314_d27e57810f1e45698b4cabf6a52fb369~mv2.png/v1/fill/w_409,h_307,fp_0.50_0.50,q_95,enc_auto/03a314_d27e57810f1e45698b4cabf6a52fb369~mv2.webp)
Adela T. Iturregui
Feb 5, 20233 min read
It's All Fun And Games Until Someone Wants Out: Consider The End, Before You Even Start!
Starting a business is exciting, but it can quickly become a stressful situation if the owners can’t agree. This is especially true when...
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![¿Qué es un acuerdo de redención de acciones y por qué podría necesitar uno?](https://static.wixstatic.com/media/03a314_0d93122c2bbd480e9a4d32d331419500~mv2.png/v1/fill/w_409,h_307,fp_0.50_0.50,q_95,enc_auto/03a314_0d93122c2bbd480e9a4d32d331419500~mv2.webp)
Adela T. Iturregui
Nov 22, 20225 min read
¿Qué es un acuerdo de redención de acciones y por qué podría necesitar uno?
En una corporación pública, los accionistas pueden vender acciones de la compañía al precio actual del mercado en cualquier momento. Sin...
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![What Is a Stock Redemption Agreement and Why Might I Need One?](https://static.wixstatic.com/media/03a314_9c2836c401b04251b631c85d9e9fc389~mv2.png/v1/fill/w_409,h_307,fp_0.50_0.50,q_95,enc_auto/03a314_9c2836c401b04251b631c85d9e9fc389~mv2.webp)
Adela T. Iturregui
Nov 22, 20224 min read
What Is a Stock Redemption Agreement and Why Might I Need One?
In a public corporation, shareholders can sell company stock at the current market price at any time. However, selling shares in a...
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![10 PITFALLS TO AVOID WITH YOUR COMPANY'S LEGAL AGREEMENTS—PART 2](https://static.wixstatic.com/media/03a314_d902e259e1d046a490e6f4d1c2c05453~mv2.png/v1/fill/w_409,h_307,fp_0.50_0.50,q_95,enc_auto/03a314_d902e259e1d046a490e6f4d1c2c05453~mv2.webp)
Adela T. Iturregui
Nov 11, 20225 min read
10 PITFALLS TO AVOID WITH YOUR COMPANY'S LEGAL AGREEMENTS—PART 2
Agreements are the heart of your business. Indeed, your entire business is one vast series of agreements: agreements with investors and...
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Adela T. Iturregui
Nov 10, 20225 min read
10 PITFALLS TO AVOID WITH YOUR COMPANY'S LEGAL AGREEMENTS—PART 1
Agreements are the heart of your business. Indeed, your entire business is one vast series of agreements: agreements with investors and...
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![La Reina Isabel, Una Vida Y Un Legado Que Vale La Pena Imitar](https://static.wixstatic.com/media/7677ecabc9b840f098c083b1202a15d0.jpg/v1/fill/w_409,h_307,fp_0.50_0.50,q_90,enc_auto/7677ecabc9b840f098c083b1202a15d0.webp)
Adela T. Iturregui
Sep 15, 20223 min read
La Reina Isabel, Una Vida Y Un Legado Que Vale La Pena Imitar
Todo el mundo ha estado hablando sobre el fallecimiento de la reina Isabel, ¿no se suponía que viviría para siempre? ¡Afortunadamente,...
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![Queen Elizabeth, A Life And Legacy Worth Mimicking](https://static.wixstatic.com/media/7677ecabc9b840f098c083b1202a15d0.jpg/v1/fill/w_409,h_307,fp_0.50_0.50,q_90,enc_auto/7677ecabc9b840f098c083b1202a15d0.webp)
Adela T. Iturregui
Sep 15, 20223 min read
Queen Elizabeth, A Life And Legacy Worth Mimicking
Everyone has been talking about Queen Elizabeth’s passing – wasn’t she supposed to live forever? Luckily, she knew better and had a plan!...
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![How to Talk to Your Family About Business Succession](https://static.wixstatic.com/media/03a314_938e2ba0d488446eaf9145735ac060bd~mv2.png/v1/fill/w_409,h_307,fp_0.50_0.50,q_95,enc_auto/03a314_938e2ba0d488446eaf9145735ac060bd~mv2.webp)
Adela T. Iturregui
Aug 8, 20226 min read
How to Talk to Your Family About Business Succession
Benjamin Franklin famously quipped, “If you fail to plan, you are planning to fail.” From the very beginning, you had a plan for your...
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![What Happens To Your Business When You Get Sick or Die? 4 Fundamentals To Know](https://static.wixstatic.com/media/03a314_1439e05e81d546728e15eb7ebb62d3ff~mv2.png/v1/fill/w_409,h_307,fp_0.50_0.50,q_95,enc_auto/03a314_1439e05e81d546728e15eb7ebb62d3ff~mv2.webp)
Adela T. Iturregui
Jul 31, 20224 min read
What Happens To Your Business When You Get Sick or Die? 4 Fundamentals To Know
If you dream of one day leaving your company to your family, but you haven’t properly included your business in your estate plan, that...
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Adela T. Iturregui
Jul 25, 20223 min read
What Happens When an LLC Member Dies?
In theory, a limited liability company (LLC) can last in perpetuity. However, the owners of an LLC should plan for the day when they are...
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![Key Person Insurance: What Is It and Do I Need It?](https://static.wixstatic.com/media/03a314_3df354bf1a7b4ec7a846b9c5f4082dce~mv2.png/v1/fill/w_409,h_307,fp_0.50_0.50,q_95,enc_auto/03a314_3df354bf1a7b4ec7a846b9c5f4082dce~mv2.webp)
Adela T. Iturregui
Jul 16, 20225 min read
Key Person Insurance: What Is It and Do I Need It?
We protect what we value most with insurance. Car insurance and home insurance ensure that we can financially survive a major property...
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![4 Fundamental Asset Protection Vehicles For Business Owners](https://static.wixstatic.com/media/03a314_b662d54ac5b940e68744d41d50474961~mv2.png/v1/fill/w_409,h_307,fp_0.50_0.50,q_95,enc_auto/03a314_b662d54ac5b940e68744d41d50474961~mv2.webp)
Adela T. Iturregui
Jun 25, 20227 min read
4 Fundamental Asset Protection Vehicles For Business Owners
Regardless of the industry you are in, the reality of being a business owner is that you open yourself up to a number of unique risks...
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![6 Key Considerations for Passing Down a Family Business](https://static.wixstatic.com/media/03a314_bc985f8efc87415b8ca7bb98cee8c06b~mv2.png/v1/fill/w_409,h_307,fp_0.50_0.50,q_95,enc_auto/03a314_bc985f8efc87415b8ca7bb98cee8c06b~mv2.webp)
Adela T. Iturregui
Jun 19, 20223 min read
6 Key Considerations for Passing Down a Family Business
You have spent years building your small business, but have you taken time to consider what will happen to it when you retire, become...
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![6 Essential Strategies For Starting A New Business](https://static.wixstatic.com/media/03a314_a2c5d6b2ac5645ae992c4cd9fe205ff1~mv2.png/v1/fill/w_409,h_307,fp_0.50_0.50,q_95,enc_auto/03a314_a2c5d6b2ac5645ae992c4cd9fe205ff1~mv2.webp)
Adela T. Iturregui
Jun 12, 20224 min read
6 Essential Strategies For Starting A New Business
If you are thinking of starting a business, you’ll find all sorts of advice about how to go about getting your new venture off the...
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