For Individuals

Estate Planning Done Right

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

Anticipating First-Year Expenses When Opening a Los Angeles County Business

It’s February and love is in the air. (So are taxes. And Super Bowls. And bad tax software commercials – but I’ll leave those for another day.)Flowers and chocolates showed up on desks and countertops this week with sweet little romantic notes. Restaurants set those...

What Los Angeles County Employers Should Know About Employee Satisfaction

It happened: Silicon Valley Bank sold. Well, at least part of it. The bank’s deposits, loans, and 17 branches — scheduled to reopen today — were snagged by First Citizens BancShares, a Raleigh-based bank. (About $90 billion of assets still remain with the Federal...

Prioritizing Employee Wellness in Your Los Angeles County Business

It’s a bit of a dog-eat-dog world for businesses these days. (Feel that sentiment in your bones?)Inflation is pervasive. Supply chain issues still have you jumping through hoops to get products. The hunt continues for good help… proving the adage. Covid-era debts now...

Brand Clarity is Your Los Angeles County Business’s Advantage

First, a quick reminder if you own an S-corp or partnership: If you filed an extension back in March, your deadline for filing your 2024 taxes is coming up fast — Sept 15. Grab a spot on my calendar to wrap that up: 323-597-1152Now, as summer wraps up, marketing...

Worker Classification Steps for Los Angeles County Businesses in 2022

And the books turn over.As we step over the threshold into 2022, we're all staring at much lower numbers in our P/L's. It's a new slate, and the possibilities are endless.What will you do in 2022? That's the question of the hour ... and it has much less to do with...

My Los Angeles County Small Business Health Quiz (Part 1)

Last week, when I wrote my message to our Los Angeles County business clients, the biggest news was the second round of the PPP, and that expenses covered under the first round of it would be tax deductible.Has anything happened since then?Goodness, even just the...

Your Los Angeles County Business’s Budget Should Start Here

It seems like the government thinks they have an endless supply of dollar bills, the way they like to throw our tax dollars around.But believe it or not, the government has to use an annual budget, and they have agencies in place to make them stick to it...

Offer In Compromise Mills And Other Tax Scams For Los Angeles County Taxpayers To Avoid

Every year, the IRS releases their list of what they call "the dirty dozen".(Apparently, the marketing gurus who work at the IRS think that if they give it a catchy name, maybe even a pop-culturey one, the people will pay more attention.)But aside from the cheesy...

The New Congress and Your Los Angeles County Business

This time of year means big things for Los Angeles County businesses like yours… and big-red-bow-on-top opportunities thanks to the post-Thanksgiving, pre-Christmas buying euphoria. Early indicators are that this has been a tepid start to the consumer holiday...

Compensation Is Just the Start, Los Angeles County Business Owners

We’re just over a month away from the MLB playoffs, and this year (like every year) has had its share of sketchy calls that fans and players have been unhappy about. While not everyone’s favorite summer pastime (the sports season that never ends still has more...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.
But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!

Let Us Help: