My business practice caters to startups and small businesses in various industries , including tech, food & beverage, real estate, professionals (lawyers, doctors, dentists, architects, engineers), trades (plumbers, roofers, contractors) distributors, and health & fitness.
Advising and guiding officers and directors on governance and compliance issues; shareholder agreements; incorporations in any state; securities exemption filings; option plans. Corporate forms include Corporations, S-Corporations, B Corporations, Benefit Corporations, Flexible Purpose Corporations, and Non-Profit Corporations
Tax advice for individual tax planning and business structures; representation of individuals and businesses before the IRS and other agencies; short sales and foreclosures; offers in compromise
Real Estate transactions – purchase and sales, commercial leases Real estate Filings – grant deeds, quitclaims, deeds of trust and reconveyance, assignments, powers of attorney
Guidance on what’s protectable and what’s not; how to create something protectable; registering trademarks with the United States Patent and Trademark Office; copyrights
Terms of Use; Privacy Policies; Sales and Use Tax; Trademarks
Agreements tailored to your deal. Examples: Asset Purchase, Stock Purchase, Shareholder (Buy-Sell), Partnership, Operating (LLC), Licensing, Security and Pledge, Employment, Independent Contractor, Distribution, Settlement and Separation
I provide what you need to get your startup moving: Corporate formation, funding, shareholder agreements, placement offerings, trademarks, executive compensation, tax structures, option plans, website terms of use (yes, it’s a contract like any other – no more, but no less). Typical entity types are Corporations, S-Corporations, LLCs, Partnerships, Joint Ventures, B Corporations, Benefit Corporations, Flexible Purpose Corporations, and Non-Profit Corporations
Will a #Corporation truly insulate you from liability? Answer, along with so much other #smallbiz information: http://t.co/nbeQhA3Nfp
Stop wasting money on #corporations and #LLCs you don't need. Some great information here http://t.co/P2YhB3K22X
Check out this new 5-Star review of me on @yelp http://t.co/Le8v0EpddA
Check out this new #informationhub for #businessentity choices http://t.co/LfdGWECbPM #RSI #businesstips #smallbiz
Solid #SEO info on this @agentsofchange podcast http://t.co/8U2UqRcDi4 Thank you @therichbrooks Consider an SEO Tip of the Week segment.
@therichbrooks Great @agentsofchange Podcast with @thetimhayden on mobile marketing; I learned a lot http://t.co/wCu9RZ24RC
innocent #shareholders' receiving large #dividends are liable for unpaid insolvent #corporate #taxdebt http://t.co/cgKwxc2dUE
#hobbyloss an ordinary loss for this #horsebreeding couple with a #profit motive #taxes http://t.co/lRXqXBj1i7
Bank deposits used to reconstruct income. #IRS wins. Lesson? Keep good #tax records. http://t.co/Hc2BCKRnrb #Taxpayers #smallbiz
@therichbrooks Podcast Ep 82 of #tmap well done; lots of great tips, and was pleased by the call out.
Your #trademark for #wine does not protect you from their #USPTO application that sounds like yours for apple juice: http://t.co/CkCBFsSR19
If you want to take a #deduction for #alimony, you need to have a written FINAL agreement with specific provision http://t.co/IwvJIDYg4Z
A #mortgagebroker is not engaged in a trade or business like a #realestatebroker for #taxes http://t.co/KrJplaLxYc
@therichbrooks You too -- enjoying your podcast #tmap lots of good information.
Check out Anna C.'s review of David Herzog Legal on @yelp http://t.co/kJLeywcZWe
#taxpayers entitled to #taxdeduction for #mortgageinterest where name not on title but living in property http://t.co/NuqLuK4DkW
A fun and instructional 3-minute #video re #partnerships #howto #legal #smallbiz http://t.co/qqe9LYAcHn
#bitcoin is treated as property under #taxlaw. Receipt of #virtualcurrency for #services is #income. http://t.co/4fMteE8MmL
At last! My next video: http://t.co/w4cpfP3mrf Buying and selling a #smallbiz #legal #video #instruction
#taxcourt allowed #taxpayer Ramirez to treat part of his income as #selfemployment allowing him to take #deductions on #taxform Schedule C.
#IRS below-the-radar #penaltyabatement program for first-time #tax late filers/payors http://t.co/qdafP70E
You cannot deduct a #taxloss from the sale of your primary residence #taxes #taxpayers
#IRS is allowed to apply your personal #taxrefund to past #payrolltax obligations of your company.
Extension of time to file #taxes is not an extension of time to pay. There are #taxpenalties for both. #irs #ftb
Reminder to Register for my informal roundtable in SF: Entity Choice for Startups and Small Businesses http://t.co/OtFnrOVU
#Employee still taxed on value of exercised #options even where #biz went #bankrupt 6 months later http://t.co/tcnSXoJe #taxes
Register for Entity Choice for Startups and Small Businesses #constantcontact http://t.co/OtFnrOVU
Entity Choice for Startups and Small Business #constantcontact http://t.co/Fh1NrvuJ
#selfemployed #taxpayer contribution to retirement plan does not reduce #self-employment #tax, just #incometax http://t.co/JY7Alrhf
Do you have experience in finding good-fit fiscal sponsorships for fledgling non-profits? Please contact me if you do.
My latest #food&beverage client opens its first #sanfrancisco shop TODAY - customized sushi at U-Sushi on Market http://t.co/mooR8CWh
#Nonprofits save your setup expenses and consider paying a #fiscalsponsor while you incubate. #startup #legal #corporation #advice
Husband beats wife. Wife cheats on taxes. Husband is #innocentspouse. Penalties! Bad Faith!! #taxcourt drama!!! http://t.co/hHXY6IvJ
#IRS has reopened its #offshore voluntary disclosure program, or #OVDP, may close it at any time http://t.co/BmVNxJHV
Your home #mortgage #lender in #California cannot chase you for #deficiency on a #shortsale. CCP 580e. #legal #realestate #loan #consumer
Adjunct #professor teaching online found to be an #employee http://t.co/6QG22Nr, not #independentcontractor http://t.co/fIoOfot #taxes
Watch this video http://t.co/KtCafQ5 to see if your #smallbiz or #startup should be an #LLC.
#horsebreeding not just a #hobby for couple who seriously tried to make a profit http://t.co/JAkRvNQ Also, see http://t.co/w7n6kOJ #taxes
If #IRS has waited almost 10 years to start #taxcollections from you, don't file an #offerincompromise. Wait it out, #taxpayers.
ATTN STRUGGLING #EMPLOYERS: The #taxpenalty for not paying employment #taxes to #IRS is 100% of the tax! #taxes #smallbiz #advice #officers
#taxdeduction for #theftloss rejected where #ponzischeme victim still had chance of restitution http://t.co/ISJhcad
Honest but unfortunate #taxpayer discharged #taxes in #bankruptcy. http://t.co/QjUyzbH. She filed years ago, but did not pay.
An #LLC in California make sense for #smallbiz grossing less than $250k/yr. #entrepreurs #startup #FTB #bizformation #advice #entity
#smallbiz and #startups: Keep your #CPAs close, but not *too* close, to avoid accuracy #penalties on #taxes. http://1.usa.gov/jWaUKt
Thorough roadmap from #taxcourt on accepting #offerincompromise http://1.usa.gov/kGolI5 #Taxpayers keep records!
#startups be careful when characterizing advances as #loans instead of #equity; IRS will reload if undercapitalized #smallbiz #taxes
The success of the #Rapture, with lessons for your #brand http://t.co/twflxaO via @AddThis #branding #entrepreneurs #emergingbiz
#theftloss #deduction disallowed where #taxper claims his gf tricked him to make #charitablecontributions http://1.usa.gov/lOWGMn #taxes
I'm going to a Meetup with Service Providers Focused on Tech http://meetu.ps/ljhH
#insolvency exception to #taxes on #income for #creditcarddebt forgiveness may save you http://1.usa.gov/14Alcg
#Founders: Don't use your #startup #equity as #compensation; there are alternatives. #entrepreneur #advice #emergingcompany
RT @JamesJetsOften: #Sage #business #entity #advice from @dherzogesq. The illustrations rock. =) http://tinyur… (cont) http://deck.ly/~JEB2h
California #llc gross receipts fee is in addition to $800 FTB fee, and applies even if LLC is taxed as a #corporation. #smallbiz #taxes
50/50 #partnerships are asking for trouble at inception. #smallbiz #entrepreneurs #corporate
#IRS is still forgiving penalties for late filers and payors, but it's much tougher than back in the day. #taxes #tax
Maintain your records for #taxes, or at least be able to prove you have the thing you say you bought. Case in point: http://1.usa.gov/mhlour
#Lawfirm #workers were #employees not independent contractors, subjecting it to #employment #tax http://1.usa.gov/mmIdNz #taxes
#smallbiz and #startups don't talk to anyone without an NDA tailored to your deal. #tech #entrepreneurs
ATTN #taxpreparers: Don't mess with the #IRS: http://1.usa.gov/iD8GB9. Karen Hawkins at OPR is on it!! #taxes #CPA
LLCs can choose to be taxed as an S Corporation, which can save in #taxes. #smallbiz #entrepreneurs #startup
Forgiveness of qualified #realproperty business #debt turns ordinary income #taxes into #capitalgains; "qualified" = purchase/improved.
Beware of advertisers who pose as government agencies to entice #smallbiz to contract for #corporate compliance services.
#founders of #startups be sure to set #equity aside for your #incentive pool early on in your formation #smallbiz #ceo #entrepreneurs
#Entrepreneurs forming entity for existing #smallbiz is step 1. Assets, debts, payroll, leases, etc need to be transferred to new corp.
$1,000,000,000 in debt; anyone want to supplement their DVD collection? http://t.co/W2J9PJi
VC's soured loan to biz associate qualified for bad debt deduction #tax #taxes http://1.usa.gov/fqxqOY #baddebts #deductions
Include #foreignrealestate in your #taxamnesty disclosure only if the #realestate produces income. #tax #taxes #FBAR
An extension of time to file your taxes is not an extension of time to pay #taxes.
When Too Much Entrepreneurship Is A Bad Thing http://t.co/OHGrXOt via @businessinsider Message: EXPERIENCED BELIEVERS WANTED!
Ten Secrets of Successful Business to Business Selling http://t.co/tURGSqq via @BusinessTalk #entrepreneurs
Companies that 100% own subs doing biz in CA may have to register ParentCo with CA Secretary of State #smallbiz.
No two deals are the same. The devil, and the attorney fees, are in the details. #entrepreneurs #smallbiz
Reviewing a contract frequently and usually takes longer than writing it. You've been warned. #smallbiz #entrepreneurs
I'm going to a Meetup with San Francisco Entrepreneur Meetup http://meetu.ps/lyz9