Posts by Bree

Tax Day Freebies 2014

Posted on Apr 15, 2014 in San Diego Lawyer, Taxes | Comments Off on Tax Day Freebies 2014

The dreaded day is upon us! Happy Tax Day 2014. To celebrate, or give you a much needed break from the stress, enjoy our list of tax day freebies. 1. Arby’s- Free snack sized curly fry. Go to arbys.com to print the coupon. 2. Sprinkles Cupcakes- BOGO free cupcakes, whisper “tax free” to the cashier at checkout. 3. Boston Market-  Much better than a 1040 form, check out the “Tax Day Deal Chicken Meal.” $10.40 for two half chicken individual meals. No coupon necessary. 4. Schlotskys- One free “The Original” sandwich with the purchase of chips and a 32...

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Before Launching a new Business: Test the Waters

Posted on Mar 25, 2014 in Setting up a Small Business, Small Business | Comments Off on Before Launching a new Business: Test the Waters

Its easy to get carried away when the light bulb goes on and a great business idea pans out in our minds. Experienced entrepreneurs warn: text the waters first. Here are some ideas of ways you can “test the waters” before diving in to a new business venture. Check the Waters Before getting in too deep, survey the scene. Are their already companies selling the same or a very similar product or service? How will your product/service be different and attract customers? Survey the Scene Talk to people: Hunter Walk, former YouTube executive suggests you ask people standing next to in...

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10 Ways to Save You Money: Tax Season

Posted on Mar 4, 2014 in San Diego Lawyer | Comments Off on 10 Ways to Save You Money: Tax Season

Easy ways you could be saving money on your tax bill and around town this tax season. 1. Commuter Benefit: Employees can use pre-tax dollars from their paychecks to pay for certain commuting expenses including mass-transit passes and parking. Maximums are set at $250/month for parking and $130/month for mass-transit, assuming a 40% tax rate, setting aside the maximums could save you over $1800 annually. 2. Homeowners Insurance: You could possibly save 25% annually on premiums when you raise your deductible to $100 from $500 3. Time Car Buying Right: You can save $500-$2000 off the sticker...

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A Pet Trust: Estate Planning for Fido and Fluffy

Posted on Feb 7, 2014 in Estate Planning, San Diego Lawyer | Comments Off on A Pet Trust: Estate Planning for Fido and Fluffy

A Pet Trust: Estate Planning for Fido and Fluffy Gary’s dog Rusty (1998-2011) Sixty-eight percent of US households own a pet. Many pet owners consider their pets as part of their family. If you love Fido and Fluffy like family, read on to see how you can make sure they are taken care of, even if you’re not around. The Pet Trust California is one of 46 states that allow for a Pet Trust as part of an Estate Plan. While many people do mention their furry friends as property in a Trust and even leave money to a caretaker for the continued care of the pet, there is nothing that...

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It Pays to Be a Small Business

Posted on Jan 31, 2014 in San Diego Lawyer, Small Business, Small Business Tips and Tricks Series | Comments Off on It Pays to Be a Small Business

It Pays to Be a Small Business Sometimes small business owners feel like they’re left in the shadow of bigger businesses but that’s not always a bad thing. Small businesses are flexible businesses, that flexibility is a competitive advantage. Larger institutions mean larger risk and more complexity so big businesses often struggle to change, even when the market calls for it. Small businesses can adapt and change to meet the current market needs as they arise. Small Businesses also have the advantage when it comes to customer relationships. In our world of online communication...

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