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What Is the Estate Tax—and Why Should Your Family Care?
The federal estate tax is not just for the ultra wealthy - it can affect business owners, real estate investors, and families with substantial or highly appreciated assets.

Adela T. Iturregui
Jun 22 min read
31 views
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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.
Adela Iturregui
Aug 25, 20243 min read
34 views
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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
Beginning January 1, 2024, the Corporate Transparency Act (CTA) will require businesses to file an annual report about their owners and...
Adela Iturregui
Dec 28, 20234 min read
60 views
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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...
Adela Iturregui
Jun 16, 20232 min read
8 views
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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...

Adela T. Iturregui
Jun 13, 20233 min read
44 views
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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...

Adela T. Iturregui
Mar 13, 20232 min read
11 views
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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...

Adela T. Iturregui
Feb 11, 20231 min read
89 views
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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...

Adela T. Iturregui
Feb 5, 20233 min read
59 views
0 comments


¿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...

Adela T. Iturregui
Nov 22, 20225 min read
21 views
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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...

Adela T. Iturregui
Nov 22, 20224 min read
13 views
0 comments


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...

Adela T. Iturregui
Nov 11, 20225 min read
15 views
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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...

Adela T. Iturregui
Nov 10, 20225 min read
12 views
0 comments


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,...

Adela T. Iturregui
Sep 15, 20223 min read
12 views
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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!...

Adela T. Iturregui
Sep 15, 20223 min read
8 views
0 comments


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...

Adela T. Iturregui
Aug 8, 20226 min read
15 views
0 comments


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...

Adela T. Iturregui
Aug 1, 20224 min read
18 views
0 comments


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...

Adela T. Iturregui
Jul 25, 20223 min read
4 views
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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...

Adela T. Iturregui
Jul 16, 20225 min read
7 views
0 comments


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...

Adela T. Iturregui
Jun 25, 20227 min read
11 views
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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...

Adela T. Iturregui
Jun 19, 20223 min read
12 views
0 comments