Insights & Analysis


Troy Ortiz Troy Ortiz

Selling or Conveying a Partial Interest in Real Property in California

Selling or transferring a partial interest in real property in California involves unique legal, tax, and procedural considerations that can impact both co-owners and future property management. Whether you're gifting an interest to a family member, adding a co-owner, or restructuring property ownership for estate planning or investment purposes, understanding the deed process, documentary transfer tax exemptions, property tax reassessment risks, and co-ownership agreement benefits is crucial.

Read More
Troy Ortiz Troy Ortiz

Asset Protection for Entrepreneurs

Going into business for yourself carries inherent risks—from lawsuits to creditor claims. To safeguard personal wealth, entrepreneurs must take deliberate steps to protect their assets. This includes forming a limited liability entity, keeping multiple ventures legally separate, obtaining the right insurance, avoiding personal guarantees, and in some cases, establishing a trust. With strategic planning, you can insulate your personal and business assets from many common threats. Learn the key legal tools available to help you protect what you’ve built.

Read More
Troy Ortiz Troy Ortiz

It's Time to Say Goodbye: How to Close Your Business

Closing a business is more than just locking the doors—it’s a complex legal process that requires proper planning and execution. From notifying employees and creditors to filing dissolution documents and settling taxes, each step matters. This article outlines the key actions every business owner should take to avoid legal and financial pitfalls when shutting down operations.

Read More
Troy Ortiz Troy Ortiz

Understanding How LLC Members Pay Taxes

Limited liability companies (LLCs) offer flexibility not only in ownership but also in taxation. Whether you're a sole owner or have multiple members, the IRS provides different tax options based on how your LLC is structured. In this article, we break down how LLCs are taxed—whether as a sole proprietorship, partnership, C corporation, or S corporation—so you can make the best decision for your business.

Read More
Troy Ortiz Troy Ortiz

Legal Considerations for Social Media Influencers

Thinking about using social media influencers to promote your business? While influencer marketing can boost brand visibility, it also comes with legal risks. From creating clear contracts to protecting intellectual property and staying compliant with FTC rules, here are three essential legal considerations every business owner should know before engaging an influencer.

Read More
Troy Ortiz Troy Ortiz

Why You Might Want to Hire Someone to Be Your Registered Agent

If your business is registered with the state, you must designate a registered agent to receive legal and tax documents on your behalf. While you can act as your own agent, hiring a professional service can provide added privacy, compliance support, and peace of mind. A registered agent ensures you never miss crucial deadlines or legal notices, helping keep your business in good standing. Learn more about why outsourcing this role could be a smart move for your business.

Read More