Now What: You’ve Messed Up Corporate Formation

I get quite a few calls from clients that MESSED UP their corporate formation. Owners are afraid of being SUED because their entity is not “formally” set up The State Franchise Tax Board has SUSPENDED the entity NO ONE has been ISSUED any equity (stock if...

Recommending Retirement Investments?

Is your “financial advisor” subject to the new Department of Labor Conflict of Interest in Retirement Plans and Fiduciary rules? Have you asked them the following questions: Do you consider yourself a fiduciary? If not, why not? Are you willing to act as a...