Tredway, Lumsdaine and Doyle LLP » business

Group Fiduciary Accounting Presentation

Brooke Pollard — Tue, 22 Jun 2010 20:20:20 +0000

Mark Doyle and Monica Goel will be giving a presentation to Orange County CPA’s on Wednesday, June 23, 2010 at the Hotel Hanford in Costa Mesa through the CalCPA Education Foundation. The presentation topics are fiduciary account principles, including review of a simplified, comprehensive form of account for use in estates and trusts, as well [...]

Asset Protection for the Medical Community

Pamela Tahim — Tue, 02 Mar 2010 01:07:35 +0000

Asset Protection for Medical Professionals. Medical professionals need to protect themselves and their assets in this highly litigious society, even though they have malpractice insurance. Asset protection involves the structuring of assets to preserve and protect their value to the extent possible against potential creditors. This can be accomplished by creating structures for estate and [...]

Proposition 13: Change in Ownership

Brooke Pollard — Tue, 13 Oct 2009 01:04:37 +0000

Many "do-it-yourself" (DIY) websites have advertised how low their fees are to start an LLC. BEWARE: the use of an experienced attorney in this area may save you thousands of dollars in the long run. An experienced attorney with knowledge in this field can help the owner of the property to transfer the real estate into the LLC without triggering a reassessment.

Personal Guarantees

Min Thai — Mon, 05 Oct 2009 16:23:08 +0000

Lately, I have seen a significant amount of frustration by businesses and individuals in the business industry concerning collection on accounts. Of special concern are loans and lines of credit being extended to other businesses that either have questionable ability to pay, or are on the brink of bankruptcy. In such a situation, it can [...]