Posts by Gary

Bookkeeper, Enrolled Agent, CPA, or Attorney?

Posted on Oct 21, 2019 in Entrepreneur, San Diego Lawyer, Setting up a Small Business, Small Business, Success, Taxes, Tips for Entrepreneurs | Comments Off on Bookkeeper, Enrolled Agent, CPA, or Attorney?

Bookkeeper, Enrolled Agent, CPA, or Attorney? By Christina Hebert, Atty., CPA. of GQ Law You’re thinking about starting a business, or you’re already in business, and now you have to decide – who do I look for to help me with my financials and taxes?  The answer is – it depends.  The answer on who you should hire is entirely dependent on the situation that you’re in. If you’re just starting a business – going to a CPA or an attorney or preferably both is your best option.  A CPA, typically, has a well-rounded background.  They have gone to school studying business and...

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How Will You Measure Your Life?

Posted on Sep 17, 2019 in San Diego Lawyer | Comments Off on How Will You Measure Your Life?

How Will You Measure Your Life? In 2010, management scholar and innovation expert, Clayton Christensen, posed this question to the graduating class of Harvard Business School, then asked it in a Harvard Business Review article, and then wrote a book on the question. I pose this question to all of you, myself included – how will you measure your life? Measuring your life’s success is part of the process of looking around to see how you are doing. How is it that you measure your life? After all is said and done what is truly most important to you? What are your deepest goals and desires? When...

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Derek S. Questions Gary Quackenbush about Estate Planning and Trusts.

Posted on Aug 28, 2019 in San Diego Lawyer | Comments Off on Derek S. Questions Gary Quackenbush about Estate Planning and Trusts.

Listen to get Derek’s perspective on Estate Planning and...

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Estate Planning – Difficult Decisions Day

Posted on Jun 7, 2019 in California Trusts, California Wills, Estate Planning, San Diego Lawyer | Comments Off on Estate Planning – Difficult Decisions Day

GQ Law & Gary Quackenbush – Estate Planning Difficult Decisions Day Who should be my Trustee? Who should be the Guardian? Gifts to charity. How to “control” distribution- based on age, maturity, or other criteria Is it a good idea to try control distribution? – Or just let them have it all at once? Options for Successor Trustee and Guardian Family or Friend Professional – Private fiduciary or Institution?  Distribution Options:  Sprinkling Staged @ ages, @ life stages, @ accomplishments, @ land-marks Pooled Trust Successor Trustee’s...

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Putting Property in Your Living Trust (Trust Funding)

Posted on Jun 7, 2019 in California Probate, California Trusts, California Wills, Estate Planning, San Diego Lawyer | 0 comments

Putting Property in Your Living Trust (Trust...

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