Valerie Garcia
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Articles
Recent activity by Valerie Garcia-
The Hidden Costs of Short-Term Rentals: Why Margins Are Thinner Than You Think
Short-term rentals (STRs) have gained immense popularity in recent years, fueled by platforms like Airbnb and Vrbo. Many investors are drawn to the perceived high returns, believing they can genera...
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Opening a Limited Partnership Account
Opening a Limited Partnership (LP) account at a bank and transferring funds from your personal account is a straightforward process. Here’s a step-by-step guide: Step 1: Prepare Required Documents ...
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CORPORATE TRANSPARENCY ACT - CURRENT NEWS
Once again, there has been an important update regarding the Corporate Transparency Act (CTA). On March 2, 2025, the Treasury Department announced that U.S. citizens and domestic companies effectiv...
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Why Holding a Foreign Account in a Grantor Trust is Easier Than in a U.S.-Based LP or LLC
For U.S. persons with foreign accounts, regulatory compliance and asset protection are crucial considerations. The structure used to hold such accounts significantly impacts ease of management, com...
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Tax Considerations for Selling a Medical Practice: Allocation of the Purchase Price
Selling a medical practice is a significant decision with substantial financial and tax implications for both the seller and the buyer. One of the most critical aspects of the transaction is the a...
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Federal Court Halts Enforcement of Corporate Transparency Act - What Does this Mean?
On December 3, 2024, a significant legal development occurred that impacts businesses across the United States. The U.S. District Court for the Eastern District of Texas issued a nationwide prelimi...
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Does Lodmell & Lodmell, as Trust Protector, need to be reported as a beneficial owner of my reporting company?
The Corporate Transparency Act (CTA), effective January 1, 2024, requires certain entities to report information about their beneficial owners to the Financial Crimes Enforcement Network (FinCEN). ...
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Understanding Life Insurance: Types, Tax Planning, and Asset Protection
Life insurance is a crucial financial tool that provides protection and peace of mind for individuals and their families. Understanding the various types of life insurance policies, their implicati...
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Certificate of Existence for your Arizona Limited Partnership
Often times we get clients requesting a Certificate of Good Standing for their Arizona Limited Partnership; however, the Arizona Secretary of State does not offer such a certificate for Limited Par...
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Designation of Beneficiary Forms and its Importance in your Planning
A designation of beneficiary form plays a crucial role in managing the transfer of ownership interests in your Arizona Limited Partnership. This document allows Partners to specify who will inherit...