21 episodes

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 fool-proof asset and estate protection, or simply attempting to get a better return for your business marketing dollars, Bill Bernard and Rick Moscoso will expose potential pitfalls to insure the security and growth of your business, free from unwanted expense and the threat of litigation.

Bottled Business Sense Show Bill Bernard & Rick Moscoso

    • Business
    • 5.0 • 2 Ratings

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 fool-proof asset and estate protection, or simply attempting to get a better return for your business marketing dollars, Bill Bernard and Rick Moscoso will expose potential pitfalls to insure the security and growth of your business, free from unwanted expense and the threat of litigation.

    Important Legal Update for Independent Contractors and Employees

    Important Legal Update for Independent Contractors and Employees

    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 the issue by adopting a new "ABC" test for California for claims under the IWC Wage Orders for minimum wage, overtime pay, and meal and rest period violations.   



    Learn about these important changes in this episode of the Bottled Business Sense Show. 



    WFB LEGAL CONSULTING--LAWYER FOR BUSINESS--A BEST ASSET PROTECTION Services Group  

    Bill Bernard – WFBLegalConsulting.com bill@wfblegalconsulting.com 949.698.6222  

    Rick Moscoso – Captivate365.com rick@captivate365.com 949.667.1182  



    The Bottled Business Sense Show provides practical business perspectives that uniquely emphasize both legal and media marketing strategies that protect and insure the longevity of your business.  



    WFB LEGAL CONSULTING--LAWYER FOR BUSINESS--A BEST ASSET PROTECTION Services Group  



    http://bottledbusinesssenseshow.com

    • 29 min
    Need a Living Trust? What You Should Know.

    Need a Living Trust? What You Should Know.

    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 are even more creative reasons why you should have a Living Trust which reach far beyond this most basic and important concern.  



    Learn about all of these reasons on this episode of The Bottled Business Sense Show.  



    WFB LEGAL CONSULTING--LAWYER FOR BUSINESS--A BEST ASSET PROTECTION Services Group  



    Bill Bernard – WFBLegalConsulting.com bill@wfblegalconsulting.com 949.698.6222  

    Rick Moscoso – Captivate365.com rick@captivate365.com 949.667.1182  



    The Bottled Business Sense Show provides practical business perspectives that uniquely emphasize both legal and media marketing strategies that protect and insure the longevity of your business.  



    WFB LEGAL CONSULTING--LAWYER FOR BUSINESS--A BEST ASSET PROTECTION Services Group  



    http://bottledbusinesssenseshow.com

    • 17 min
    Issues with Living Trusts that own S-Corporation Stock

    Issues with Living Trusts that own S-Corporation Stock

    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 Revenue Code. If a trust is not one of the trusts specifically authorized by the Internal Revenue Code, however, and becomes a shareholder, the Corporation ceases to be a qualified S corporation and will be taxed as an ordinary C corporation. Thus, when a Living Trust becomes the owner of S corporation stock, there can be resulting difficulties for both the Grantor’s heirs and for the S corporation itself if an estate lawyer is not involved.  

    Learn more in this episode of The Bottled Business Sense Show.  



    WFB LEGAL CONSULTING–LAWYER FOR BUSINESS–A BEST ASSET PROTECTION Services Group  

    Bill Bernard – WFBLegalConsulting.com bill@wfblegalconsulting.com 949.698.6222  

    Rick Moscoso – Captivate365.com rick@captivate365.com 949.667.1182  



    The Bottled Business Sense Show provides practical business perspectives that uniquely emphasize both legal and media marketing strategies that protect and insure the longevity of your business.  



    WFB LEGAL CONSULTING–LAWYER FOR BUSINESS–A BEST ASSET PROTECTION Services Group 



    http://bottledbusinesssenseshow.com

    • 24 min
    What is a Severance Package?

    What is a Severance Package?

    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 provisions. Their intent usually depends on each unique circumstance and the facts leading to the termination of employment.  



    Learn about the important restrictions associated with these agreements, and what every employee and employer should know about them, in this episode of the Bottled Business Sense Show.  

    WFB LEGAL CONSULTING--LAWYER FOR BUSINESS--A BEST ASSET PROTECTION Services Group 

    Bill Bernard – WFBLegalConsulting.com bill@wfblegalconsulting.com 949.698.6222  

    Rick Moscoso – Captivate365.com rick@captivate365.com 949.667.1182  



    The Bottled Business Sense Show provides practical business perspectives that uniquely emphasize both legal and media marketing strategies that protect and insure the longevity of your business.  



    WFB LEGAL CONSULTING--LAWYER FOR BUSINESS--A BEST ASSET PROTECTION Services Group



    http://bottledbusinesssenseshow.com  

    • 21 min
    Using Deeds as Estate Planning Tools

    Using Deeds as Estate Planning Tools

    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 deeds that can interact and be utilized as part of your estate planning goals.

    Understand the ramifications as well as the scenarios in which these deeds are used by tuning in to this podcast of The Bottled Business Sense Show.

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    WFB LEGAL CONSULTING–LAWYER FOR BUSINESS–A BEST ASSET PROTECTION Services Group

    Bill Bernard – WFBLegalConsulting.com bill@wfblegalconsulting.com 949.698.6222

    Rick Moscoso – Captivate365.com rick@captivate365.com 949.667.1182

    The Bottled Business Sense Show provides practical business perspectives that uniquely emphasize both legal and media marketing strategies that protect and insure the longevity of your business.

    WFB LEGAL CONSULTING–LAWYER FOR BUSINESS–A BEST ASSET PROTECTION Services Group

    • 22 min
    What is a Successor Trustee?

    What is a Successor Trustee?

    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  transfer your assets to your beneficiaries but must fulfill certain fiduciary duties before doing so.   Learn more in this podcast of the Bottled Business Sense Show.   



    http://bottledbusinesssenseshow.com  

    https://www.avvo.com/legal-guides/ugc/duties-of-a-successor-trustee-following-the-death-of-the-settlor

    • 22 min

Customer Reviews

5.0 out of 5
2 Ratings

2 Ratings

BenDogOne ,

A wealth of information and expertise

Bill is very generous in sharing his expert knowledge and experience in these short episodes. Thank you Bill!

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