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Bottled Business Sense Show

21 EpisodesProduced by Bill Bernard & Rick MoscosoWebsite

Bottled Business Sense provides practical business perspectives that uniquely emphasize both legal and media marketing strategies to protect and insure the longevity of your business. Whether you’re trying to provide a startup business with some level of stability, or an established business with fo… read more

21 Episodes | 2020 - 2021

Important Legal Update for Independent Contractors and Employees

January 12th, 2021

29:15

Determining whether a California worker is an independent contractor or an employee has never been an exact science, with a lot riding on correct classification. The California Supreme Court recently tried to simplify …

Need a Living Trust? What You Should Know.

January 5th, 2021

17:37

Millions of Americans die each year without any type of estate plan in place, and this forces their families into the court system, where they experience huge expenses with probate and significant time delays. Yet there …

Issues with Living Trusts that own S-Corporation Stock

December 29th, 2020

24:08

Although a trust can be a permitted shareholder in an S corporation, only certain kinds of trusts are so permitted under Section 1361 of the Internal …

What is a Severance Package?

December 22nd, 2020

21:04

In simple terms, a severance agreement is an enforceable contract that an employer provides to an employee upon termination. Often severance agreements can include waivers of certain rights as well as confidentiality …

Using Deeds as Estate Planning Tools

December 15th, 2020

22:23

Deeds can also be useful when dealing with inheritance issues and the transference of property upon one’s death. There are many different types of …

What is a Successor Trustee?

December 8th, 2020

22:02

A successor trustee is tasked with managing the assets in your trust. This responsibility only kicks in, however, once you can no longer effectively serve as your own trustee.  A successor trustee will eventually …

Employer Payroll Taxes 101

November 24th, 2020

26:07

Whether you’re a sole proprietor and your company’s only employee, or a corporation with 40 employees; employers are responsible for collecting and …

Incorporating Out of State - Why, When, How?

November 10th, 2020

21:57

A lot of entrepreneurs wonder what state should be used to incorporate a new business. Is it their own state or another state? There is no specific …

What Kind of Liability Protection is Actually Included with an LLC Formation?

September 29th, 2020

31:10

The main reason people form LLCs is to avoid personal liability for the debts of a business they own or are involved in. By forming an LLC, typically …

Does Your Business Require a Sales Tax License?

September 15th, 2020

18:51

Does your business need to collect sales tax and remit it to the state or local tax authority? And if it does, how do you go about getting a sales …

Workplace Bullying in California - Can Employees Fight Back?

September 1st, 2020

19:17

Workplace bullying is defined as repeated, health-harming mistreatment at work. Workplace bullying can include verbal abuse, intimidating or …

The Power of Powers of Appointment in the Estate Planning Toolbox

August 18th, 2020

20:56

One of the significant advantages of utilizing a trust in estate planning is that it allows flexibility in distribution of assets even after the death of the Settlor who created the trust. That same type of flexibility, …

How Should a Husband & Wife Set Up their LLC?

August 4th, 2020

25:18

Question... My husband and I started a business recently and formed an LLC.  We are confused about whether we should be filing a Schedule C as a Sole …

Myths About Trusts You Can't Afford to Misunderstand

July 14th, 2020

24:40

Living trusts may be one of the most misunderstood of all estate planning tools, most especially because there are several common myths about living …

Business Entity Type Basics: Time for a Change?

June 9th, 2020

28:23

The business structure you decide on affects your legal liability as an owner, tax obligations, growth potential, and the compliance requirements you’ll need to continually satisfy. To complicate matters, the entity …

Understanding the Secure Act for Estate Planning Purposes

May 12th, 2020

32:46

The SECURE Act contains several provisions that significantly change the planning and administration of estates and trusts. You need to recognize the impact of the SECURE Act and be prepared for IRS interpretations, …

Remaining Independent Under CA's New AB5 Law

April 28th, 2020

22:24

Whether you work as an independent contractor or your business hires independent contractors, California’s new AB5 law, which went into effect January 1, 2020, forces your hand on becoming an employer or an employee …

Hiring an Attorney - The States Tell the Story

April 14th, 2020

33:49

What do prospective clients value in an attorney? As more potential clients become comfortable researching and connecting with attorneys online, law …

Procedure for Reporting Sexual Harassment in the Workplace

March 24th, 2020

21:25

Under federal law, the Equal Employment Opportunity Commission (EEOC) prosecutes claims of discrimination. The Department of Fair Employment and Housing (DFEH) handles claims brought under California law. An employee, …

The California TOD Deed in Estate Planning

March 11th, 2020

13:46

In 2016, a lesser-known alternative to keep a decedent's home out of probate became available to Californians: the revocable transfer on death or "TOD" deed-- a simple and inexpensive way to transfer real property to a …

The Role of a POLST in Estate Planning

February 18th, 2020

15:37

A Physician Orders for Life-Sustaining Treatment, or “POLST” makes sure that decisions about care at the end of life are written as medical orders …

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