As a business owner in California, you work hard to grow your company, take on the stiff competition in our state, and secure a financial future. Whether you're expanding your services, planning for retirement, or ensuring your family's financial stability, having an effective asset protection plan is critical. Domestic Asset Protection Trusts (DAPT) are promoted as a way to shield assets from future creditors, but Read More

The California real estate market offers magnificent opportunities to create a highly profitable real estate portfolio, but the legal landscape here also creates unique challenges. One notable issue involves the treatment of real estate professional status (REPS), which California handles differently than the federal government and many other states. These differences can lead to financial implications that investors Read More

Divorce isn’t just an end to your relationship—it’s the separation of your lives in a complete and legal manner. As a California estate planning law firm, we frequently see the significant impact divorce has on valuable assets—and the further challenges that arise if you don’t properly handle the transfer of assets during and following this separation. It’s critical to understand how your estate is affected during Read More

Have you received a form similar to this in the mail? You’re not alone. California business owners, homeowners, and anyone who owns real property may recognize this and similar mailings. It looks very official due to the intentional design reflecting forms taxpayers and business owners are used to seeing from the Internal Revenue Service (IRS). Turns out—it’s a scam. There is nothing genuine about this document. In Read More

The Section 1202 exclusion offers California business owners a significant opportunity to reduce tax liability when selling qualified small business stock (QSBS). This provision allows owners of C corporation stock to exclude up to 100% of capital gains, provided the stock meets specific requirements under Section 1202 of the Internal Revenue Code. Understanding the conditions for qualification and common challenges Read More

Personalized and effective documentation forms a foundation for California businesses. The various documents established at incorporation and throughout the life of the business should cover critical points in the business journey. One of the challenges business owners face is keeping track of these agreements and understanding the scope of each. Buy-Sell Agreements and Shareholder Agreements are two of the most Read More

Americans face over $1.7 billion in student loan debt. That marks the second-highest form of debt held by American consumers behind just mortgage debt. Facing the burden of quickly rising college costs is a challenge modern families face when sending kids off to college. Thankfully, there are methods and tax strategies that allow you to ease that burden. Higher education tax credits, including the American Read More

You’ve worked hard to build a legacy that will span across multiple generations. From acquiring valuable assets to building wealth through effective financial accounts and real estate investing, your children and grandchildren are going to see the fruits of your labor. But, what they inherit may be subject to taxes - or worse yet a divorce or lawsuit - that would otherwise take away from what you’ve built. This is Read More

California law corporations face distinct tax obligations at the state and federal levels. These are typically structured as S-corporations or Limited Liability Partnerships (LLPs) in California.  Understanding the potential tax liabilities for different corporations is essential for compliance and for maximizing financial benefits. We work with shareholders in California law corporations and other professional Read More

Dahl Law Group is proud to announce that Owner and Principal Attorney Tyler Dahl has earned certification as a Business Enterprise Institute (BEI) Certified Exit Planner (CExP™). This is the highest standard in exit planning and a testament to Tyler and our firm’s commitment to helping California business owners through the necessary and intricate process of planning for their businesses' futures.  The CExP™ Read More