California Business Planning Fundamentals

Serving Newport Beach, Laguna Beach, Irvine, and the Surrounding Areas

Many of our clients are business owners. We represent entrepreneurs ranging from family-owned “mom and pop” operations to companies with multiple locations in several states. We help business owners design, implement, and maintain effective plans to help them reduce their personal liability, preserve all viable income tax deductions, facilitate the owner’s retirement, maintain family harmony, retain key employees, and minimize income, gift and estate taxes.

At Meier Law Firm, we plan for your business far differently than other lawyers and law firms.

To help owners protect estates and businesses that have been a lifetime in the making, we focus on an integrated approach to planning. This approach includes legal, insurance, financial and tax planning issues. More important, it includes discussions about family values and belief systems. As a result, we rely heavily on the expertise of our clients’ other professional advisors to help create the most effective team for our clients’ success.

Business guidance begins with either a LIFT Start-Up Session (if you are not quite off the ground yet) or a LIFT Audit to review the legal, insurance, financial and tax systems in your business (if you are already in operation).

We are the holistic business advisors you have been looking for, not just putting in place legal documents or acting reactively, but instead giving you the peace of mind of knowing you have not only set your business up right from the get go, but that your business systems continue to keep up with your growth trajectory.

We focus on the details so you can maintain your high level, creative focus on growing the company and serving the right clients and customers.