For Individuals

Estate Planning Done Right

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

Five Ways To Get Small Business Help Right Now For Your Los Angeles County Business

I'd like to simplify things for you today.There is so. much. noise. right now about how to survive (even thrive) in the midst of this very difficult season."Pivot" they say.And yes, if you are running a business, these times call for a bit of a shift. Only a very...

The First Thing You Need To Do

Set it as your personal goal to increase (or start) your household money moving in these directions:

About That PPP Forgiveness Application for Los Angeles County Businesses

I have a few quick-hit things to cover today.The first of which relates to some timing issues. Labor Day is behind us (though many of my Los Angeles County business owner friends and clients don't really take time off for that).(You can't really take a vacation in the...

An Important Update For Los Angeles County Taxpayers On IRS Notices

Even as a Los Angeles County tax professional, when I get a letter from the IRS addressed to my business (or, worse, to my home), I share with you that feeling of initial trepidation: what fresh hell will I now have to deal with?More often than not, it's something...

A Few More Common Marketing Mistakes Made By Businesses

Seeing what has happened in our nation's fourth-largest city has been a sobering reminder of the fragility of life, and business. It's helpful to be reminded that threats and disasters can (and do) strike from directions that you might least expect. And while this is...

How Los Angeles County Businesses Can Market More Effectively In This New Normal

I have some ideas for Los Angeles County small business owners to chew on today about how to connect more clearly and deeply with your clients and prospects, but before I get there, some news:There is still no word about automatic PPP forgiveness for smaller loans...

How Your Los Angeles County Company Can Do More With Less Time

If you didn't get a chance to do this before, would you shoot me back a quick note through the email button at the top of the page? I'd like to hear from you...How are things going for your Los Angeles County business right now?I'd like to get just a few sentences...

Keeping Your Business Focused On Revenue Growth and Customer Retention

We've been talking about meetings, efficiency, and how Los Angeles small business owners simply have to stay laser-focused on tasks that will bring them and their business towards actually achieving their goals. Especially with all of the political and cultural chaos...

How Los Angeles County Businesses Get More Done With Less Time

Would you shoot me a note?How are things going for your Los Angeles County business right now?Doesn't have to be long ... just a little status update, is all. There might be some things we can do to help, if needed (or traps we can help you avoid if things are rolling...

What To Try When Your Los Angeles County Business’ Receivables Are Slowing Down

At the end of last week, the House approved the Senate's action of extending the PPP loan availability for 5 more weeks, and the President signed it shortly thereafter.This means that approximately $129 billion in remaining PPP funds can be tapped by Los Angeles...

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!