Securities Laws Exposure for Business Financing
Finding a source of capital for a new or existing business is often a challenge. Consider the following scenario: Diana has a great idea for a new business and she…
Reasons to Reconsider the Roth IRA
In the old days, the decision to fund a retirement account with pre-tax dollars (Traditional IRA) or fund it with after-tax dollars (Roth IRA) often hinged on when a person…
Fractional Ownership of Family Property
In most families, the parents dream of leaving a legacy to their children. Of course, the parents want to create a legacy in terms of intrinsic family values and ethics…
Moving Out of State to Avoid the Washington Estate Tax
Washington state estate tax got you thinking of moving away? Maybe other things have you thinking of relocating and the estate tax is just the straw that broke the camel’s…
Non-Compete Agreements
Several years ago, this author previously wrote a piece for the Journal of Business on non-compete agreements. Much has changed since that article and it’s time for employers to reconsider…
Give the Gift of Appreciated Stock
With the holiday season upon us and tidings of good cheer in the air, our collective instincts for generosity often peak. It’s worth considering perhaps a better way to give…
Phantom Stock to Reward (and Retain) Key Personnel
One challenge for the business owner is attracting and retaining key personnel. This challenge permeates all businesses from the largest to the smallest. At some point, the key person needs…
The Side Job and Choice of Entity Planning
“Corporation, n. an ingenious device for obtaining individual profit without individual responsibility.” Ambrose Bierce, the Unabridged Devil’s Dictionary. Regrettably, Limited Liability Companies (LLCs) were not included in Ambrose Bierce’s popular…
New Transfer on Death Deed Avoids Probate and Seamlessly Transfers Land
One of the challenges facing an individual that owns property outside of his or her state of residence is the fact that a person’s estate generally must go through probate…
Miniature House on A Financial Graph
Possibilities for Passive Income –
Real Estate and Stock Market
With the Tri-Cities housing market about as hot as it has ever been, why would an investor want to consider investing in the stock market? Let’s compare and contrast some…
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