Demosthenis Alex Zeppos, J.D., LL.M. – Partner

In 2004, Demo founded the Zeppos Law Firm, now Zeppos Rautiola LLP.  Prior to his legal career, Demo worked as a business owner, allowing him to understand day-to-day business issues on a first-hand basis. In addition, his years of working at the national Big 4 CPA firms provided a depth of tax, finance and accounting expertise, which he incorporates into his counsel to clients on their business transactions. Practice Areas: Business, Corporate and Real Estate Transactions, Tax & Estate Planning Demo is skilled in assisting companies and owners grow and preserve their business through competent and practical business and tax law counsel. Specifically, his practice concentrates on business transactional law and tax planning, including real estate transactions and finance, choice of business entity planning, and mergers and acquisitions. His services also include estate planning for wealthy families and multi-generational businesses using practical financial and tax planning methodologies. The scope of these services also focuses on helping U.S. companies structure their foreign investments and affiliates, and he assists foreign investors structure their investments within the United States. Prior Experience Prior to founding the Zeppos Law Firm in 2004, Demo managed the tax consulting process at Ernst & Young for Fortune 500 clients and large real estate developers in California. Before moving to California, Demo worked in Chicago at KPMG where he collaborated with other attorneys and tax professionals in reviewing corporate mergers and acquisitions. His work included developing real estate tax minimization strategies for real estate clients and he was honored with KPMG’s “Creative Tax Innovation Award” for his accomplishments. Prior to his tenure at Big 4 accounting firms, Demo served as a tax consultant for Grant Thornton LLP and as an attorney in Philadelphia. His work included general business transactional matters, including drafting opinions and legal agreements for mid-sized banks and Fortune 500 clients for employment, immigration, real estate, and tax law issues. Education LL.M. Taxation Villanova University, School of Law (2001) J.D. Villanova University, School of Law (1998) B.A., High Honors Lehigh University (1995) Visiting Scholar University of Pennsylvania Teaching Demo provides tax and estate planning seminars and instruction to financial planners, certified public accountants and their clients, and corporations. He has lectured to graduate and undergraduate students at Pepperdine University’s School of Business and at Cal State Fullerton on choice of business entity tax planning for start-up and existing businesses. Licenses & Recognition Demo has been admitted to the State Bars of California, Texas, Arizona, New Jersey and Pennsylvania. He is also licensed to practice in the United States Tax Court and is a member of the American Bar Association (Member, Special Tax Section, Real Property, Probate and Trust Law) and Orange County Bar Association. He is a...

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Announcing the Formation of a New Partnership

Firm Announcement: Demosthenis A. Zeppos, J.D., LL.M and Beth K. Rautiola, J.D. are pleased to announce the formation of a new partnership Demosthenis “Demo” Alex Zeppos brings to his clients a unique breath of capabilities that is highly valuable in meeting their needs. Prior to his legal career Demo worked as a business owner, allowing him to understand day-to-day business issues on a first-hand basis, such as cash flow practicalities. His years of working at some of the top CPA firms in the country provided a depth of tax, finance and accounting expertise that is very useful in advising his clients. He has an exceptionally strong background in taxation, both in education and real world experience, which he incorporates into any transaction.   Beth K Rautiola is general counsel for owners of closely-held businesses. Her expertise spans from complex acquisitions to routine corporate maintenance, including entity selection, liability protection, leases, exit strategies, buy-sell agreements, business planning/strategy, and wealth accumulation and preservation. Her skillset is unique due to her prior experience as General Counsel for a venture-backed technology company, taking the company through multiple roll-up acquisitions and eventual divestiture. Prior to Zeppos Rautiola LLP, she was a Sr. Associate with a boutique estate and business planning law firm for almost 8 years. ABOUT ZEPPOS RAUTIOLA LLP Zeppos Rautiola LLP focuses on serving the diverse needs of privately-held businesses of all sizes throughout California. We offer competent and practical business and tax law counsel, continuously delivered with highly personalized service. Our expertise covers both the business and personal wealth realms. © 2013 Zeppos Rautiola LLP 8001 Irvine Center Drive, Suite 1550, Irvine, California 92618 Office: 949-727-1700 Fax: 949-666-5068 Unsubscribe |...

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Beth K. Rautiola, J.D. – Partner

Beth Rautiola is a Partner at Zeppos Rautiola LLP.  She brings a diverse background of entrepreneurial and corporate experiences to help her clients anticipate business options.  Beth is dedicated to the development of her business and estate planning clients for preservation,  future growth and exit strategies. Beth brings legal skills together with practical business experience for her clients.   She understands that her clients have elected to take certain entrepreneurial risks and her goal is to manage those risks in the best interest of the business and the business owners.  Beth offers sophisticated guidance to help clients maximize resources with entity formation, corporate compliance, annual meetings, tax planning, exit strategies, mergers & acquisitions, buy-sell agreements, insurance planning, asset acquisitions (including real estate) and financing. Practice Areas Business, Corporate and Real Estate Transactions, Tax & Estate Planning Beth  is skilled in assisting companies and their owners grow and preserve their business through competent and practical business and tax law counsel. Specifically, her practice concentrates on business transactional law and tax planning, including real estate transactions and finance, employee matters,  choice of business entity planning, and mergers and acquisitions. Beth uses her estate planning and tax experience to develop the preferred tax-advantaged structure for her client’s transactions. Prior Experience From the onset of her career, Beth focused on estate planning and business transactions in the Sacramento area.  In 2000, Beth seized an opportunity in Silicon Valley as General Counsel to a build a technology company.  She was a founding employee (#4) for NextWeb, Inc., a wireless internet service provider. Beth’s team at NextWeb Inc.,  accomplished many goals from 2000-2005, to the extent that this work was recognized in 2005  Inc. 500 list at #104 overall and #8 in telecom; San Jose Business Journal Fast 50 rank #13 on the list of Silicon Valley Growth companies; and the leadership team was recognized by Ernst & Young Entrepreneur of the Year as a finalist. While in Silicon Valley, Beth was the sole legal counsel to complete five roll up acquisitions and prepared the company for its ultimate sale in 2006 to a publicly-traded telecom carrier.  In the process, Beth completed work with several venture groups and angel investors such as Kaiser Permanent Capital, Sage Venture Group, Monet Capital LLC, and Saints. In September 2005, Beth transitioned her legal work to a premier Orange County law firm focused on business transactions and estate planning.    From 2005 to early 2013, Beth was Senior Counsel working with closely-held businesses throughout Orange County for mergers and acquisitions, buy-sell agreements, tax and insurance planning and funding, corporate compliance and real estate transactions. In May 2013, Beth  strategically joined her long-time colleague, Demo Zeppos, to form Zeppos Rautiola LLP.   Beth’s goal is to...

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Business Transactions

Zeppos Rautiola LLP is pleased to provide an extensive range of transactional services to assist businesses in day-to-day operations. We typically work with clients from the inception of their business, providing assistance in choice of entity, general business planning, raising capital, tax planning and the maintenance of records. As the business develops, we assist in employment contracts, customer contracts, supplier/vendor agreements, real estate contracts and other transactions that are required in the course of doing business. At termination of the enterprise, we offer exceptional expertise in mergers, acquisitions, buy/sell agreements or sale of the business. We provide sophisticated legal expertise in the following matters: Business formation and structuring (incorporation, partnership, LLC, etc.) Forming sole proprietorships, partnerships and corporations Shareholder and partnership agreements Licensing and regulatory compliance Corporate record keeping (appropriate meeting minutes, etc.) Corporate governance Licensing agreements Manufacturing and distribution agreements Trademarks and copyrights Leases Americans with Disabilities Act compliance Environmental compliance Purchase and sale of businesses Preparation and negotiation of buy-sell agreements Mergers and acquisitions negotiations and agreements Private placements, joint ventures and venture capital Due diligence Dissolutions of corporations and partnerships We serve business entities ranging from the start-up phase to middle-market enterprises. Our lawyers also counsel businesses in how to avoid litigation and minimize exposure, which can be established even from the formation of the company. Contact Zeppos Rautiola LLP for further...

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Real Estate Transactions

The continually changing dynamics of the real estate market necessitate experienced legal counsel for your real estate transactions. Whether real estate is your business, or a significant asset or cost center of your business, we understand that each real estate transaction carries significant financial implications and tax ramifications. At Zeppos Rautiola, we employ a multi-disciplinary approach to real estate matters, utilizing our real estate, tax and in-house experience to help you maximize the return or utilization of real estate. Our attorneys have assisted large national retailers to small businesses; individual investors to major landlords; national to local developers; construction companies; architects; property managers; and lenders and borrowers across all real estate types and transactions. We assist clients with: Purchases and sales Landlord and tenant lease negotiations Private Placement Memoranda Conduit loan assumptions and assignments Financing agreements Landlord/tenant matters Title and due diligence review 1031 and 1033 exchanges Corporate and tax structuring Foreign real estate investment structuring Construction and architectural agreements Contact Zeppos Rautiola LLP for further...

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