By

Paul Grenier
CCPA Compliance
CCPA Application & Compliance: How do I get CCPA compliant as a business? CCPA Application & Compliance: The application side of the coin for many businesses trying to execute CCPA compliance could pose some interesting hurdles.  However, the major considerations should include: (i) limiting the scope to verified California residents; (ii) notification of “Do Not...
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CCPA Compliance
California Consumer Privacy Act CCPA: What is required to gain CCPA compliance? How can a business achieve CCPA Compliance?
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Aretha Franklin's Will
Aretha Franklin’s Will – Don’t Leave Without One With an estimated 80 million dollar estate left behind, Aretha Franklin’s will doesn’t exist.  Franklin’s family left behind to deal with the intestate succession will likely be able to afford the astronomical fees associated with the necessary probate process and legal fees.  Our post – Bad Company –...
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Power of Giving
Power of Giving - When the heart of a business is service, everyone receives and the lake continues to grow.
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Due Diligence
How can a digital profile impact a business – specifically in the realm of mergers and acquisitions. Due diligence plays a big role in assessing impact . . .
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digital footprint
The data comprising your digital footprint is likely more comprehensive than you could ever imagine.  Your digital footprint is left all over the world as you carry on every day life as a person or a business.  While there are benefits to a positive digital footprint, you first need to understand the risks and scope...
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IRS Scam
Here are four signs it's an IRS scam: 1. Demands of . . .
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Summer Plans
Have you taken the time to sure up your estate plan before travelling?  If not, let us help you get it done before you leave.  Call us at (877) 622-5840 today to make an appointment or see if our digital solutions might be a good fit.
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Clark_Stanley's_Snake_Oil_Liniment
We all want a solution to the new tax liabilities we all face. You have recently learned about The Tax Cuts and Jobs Act - the new limits that the tax law has imposed on itemized deductions for state and local taxes (“SALT”). However, don’t buy the snake oil from the fast travelling dealer.
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Deductions
Are you using itemized deductions on your federal tax returns? The Tax Cuts and Jobs Act made some substantial changes to itemized deductions for 2018 tax returns taxpayers will file in 2019. The major changes to itemized deductions include the following: Limited deductions for state and local taxes Limited deductions for home mortgage interest in...
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