Jimenez Wealth Legal Advisors, PC

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Jimenez Wealth Legal Advisors, PC Global legal, wealth, tax, and business counsel Attorney Sergio Jimenez, Esq. is licensed as an attorney with the California Bar under Bar number 289673.

Jimenez Wealth Legal Advisors, PC (the “Firm” is a California Professional Law Corporation, Registered with the California State Bar under registration number 26614. Sergio Jimenez and DeForest Attorneys (DeForest Abogados in Mexico) have an of-counsel relationship. Matters in Texas requiring Texas counsel are handled by DeForest Attorneys, and their managing Texas attorney Mark K. Vasquez, Esq., Texas Bar Number 24013675. https://deforest.mx/en/ Matters accepted by the firm and Attorney outside of California are either of a Federal subject matter, or a matter of consulting where a law license is not required by law, or where the Firm and Attorney have accepted the matter in a co-counsel relationship. The offices in Dallas TX, Guadalajara, and Mexico City, are offices of DeForest Attorney (DeForest\ Abogados in Mexico)

📍 ¡Nos vemos en Los Ángeles!Las decisiones empresariales requieren algo más que conocer las reglas: también es important...
10/14/2026

📍 ¡Nos vemos en Los Ángeles!

Las decisiones empresariales requieren algo más que conocer las reglas: también es importante comprender cómo se aplican en la práctica.

Este 20 de octubre, nuestro fundador, Sergio Jiménez, Esq., Tax LL.M., CFP®, participará como expositor en el Business & Corporate Tax Expert Program, organizado por Latin American Business Institute .

Durante su sesión, abordará el Derecho Fiscal del Estado de California, explorando aspectos relevantes de la tributación estatal y sus implicaciones para las empresas y sus profesionales.

Una oportunidad para aprender, intercambiar conocimientos y profundizar en un área del derecho en constante evolución.

📅 Martes, 20 de octubre de 2026
📍 Los Ángeles, California

¡Reserva tu lugar! Conoce más sobre el seminario e inscríbete en el enlace:
https://labitax.com/course/seminario-los-angeles-ctec-2026

Ayer, nuestro abogado Sergio Jiménez participó en Mentes Brillantes: Hablando de Taxes, un encuentro virtual que reunió ...
10/09/2026

Ayer, nuestro abogado Sergio Jiménez participó en Mentes Brillantes: Hablando de Taxes, un encuentro virtual que reunió a más de 100 participantes de diferentes lugares para conversar sobre temas legales, fiscales y de planificación patrimonial.

Durante la sesión, Sergio compartió experiencias de su práctica profesional y participó en un espacio abierto de preguntas y respuestas junto a otros especialistas.
Entre los temas abordados estuvieron la importancia de una planificación integral, las consideraciones legales y fiscales de determinadas estructuras empresariales y los desafíos que pueden surgir al administrar patrimonio e inversiones en distintos países.

Más allá de las preguntas técnicas, el encuentro dejó una reflexión importante: una estrategia adecuada comienza por comprender las circunstancias particulares de cada situación.

Agradecemos a los organizadores, a los demás panelistas y a todos los participantes por hacer posible este espacio de intercambio y aprendizaje.
La conversación tuvo fines educativos e informativos. Las opiniones compartidas no constituyeron asesoría legal o fiscal individualizada.

¡Mañana hablamos de taxes! 🎙️Sergio Jiménez será invitado en Mentes Brillantes: Hablando de Taxes, presentado por EFFITA...
10/07/2026

¡Mañana hablamos de taxes! 🎙️

Sergio Jiménez será invitado en Mentes Brillantes: Hablando de Taxes, presentado por EFFITAX, para una conversación sobre lo que realmente vivimos en la práctica tributaria.

Desde impuestos personales y corporativos hasta contabilidad, representación y planificación fiscal, será un espacio para compartir experiencias, distintos puntos de vista y conocimiento práctico entre profesionales de la industria.

Sin una clase formal y con la conversación abierta a preguntas: una oportunidad para hablar de taxes entre colegas, desde la experiencia.

Taxes reales. Experiencias reales. Conversaciones que aportan.

10/02/2026

Before signing a private investment agreement, look beyond the return profile.

Review the consent rights, capital call obligations, transfer restrictions, dilution terms, exit limits, and distribution language.

These provisions decide how much control you keep when the investment stops going according to plan.

The risk is often in the section everyone skips.

📞 Schedule your consultation at (855) 772-8833 🌐 www.jimenezws.com

M&A due diligence is the buyer’s process for verifying what they are actually buying.It is not limited to financials.Buy...
09/30/2026

M&A due diligence is the buyer’s process for verifying what they are actually buying.

It is not limited to financials.

Buyers review ownership, contracts, tax filings, debt, employee issues, compliance, and legal exposure before closing.

For sellers, preparation should start before the due diligence request list arrives.

Clear records can reduce delays, support buyer confidence, and keep the transaction moving.

📞 Schedule your consultation at (855) 772-8833 🌐 www.jimenezws.com

A capital raise can change more than your balance sheet.It can affect your control, voting rights, dilution, reporting d...
09/29/2026

A capital raise can change more than your balance sheet.

It can affect your control, voting rights, dilution, reporting duties, and future exit options.

Before you accept investment, make sure you understand what rights you are giving investors and what obligations you are taking on.

📞 Schedule your consultation at (855) 772-8833 🌐 www.jimenezws.com

09/28/2026

Growth gets easier when people know where they stand.

Clear roles protect more than efficiency.

They protect trust, accountability, and the quality of decisions being made across the business.

As a company grows, structure gives strong teams the room to lead well.

📞 Schedule your consultation at (855) 772-8833 🌐 www.jimenezws.com

A business should not depend on one person to make every key decision.Who can approve payments?Who can manage client iss...
09/25/2026

A business should not depend on one person to make every key decision.

Who can approve payments?
Who can manage client issues?
Who can sign contracts?
Who keeps operations moving if leadership is unavailable?

Business continuity planning helps define authority before disruption starts.

📞 Schedule your consultation at (855) 772-8833 🌐 www.jimenezws.com

09/23/2026

Planning rarely feels urgent until something forces it to be.

The strongest financial decisions are usually made before the pressure starts.

That is where clarity has the most value.

📞 Schedule your consultation at (855) 772-8833 🌐 www.jimenezws.com

The distinction affects who is taxed, when, and on what.A Foreign Grantor Trust is treated as owned by the grantor for U...
09/21/2026

The distinction affects who is taxed, when, and on what.

A Foreign Grantor Trust is treated as owned by the grantor for U.S. income tax purposes.

A Foreign Non-Grantor Trust is treated as a separate taxable entity, each carries different reporting obligations and planning strategies.

We review foreign trust structures, assess U.S. tax exposure, address reporting obligations, and coordinate trust planning with estate, tax, and asset protection strategies.

📞 Schedule Your Consultation at (855) 772-8833 or Visit 🌐 www.jimenezws.com

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Los Angeles, CA
90028

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm
Saturday 9am - 2pm

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