For Individuals

Estate Planning Done Right

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

Why Price Reductions are Bad Positioning for (Almost) Any Business

Our hearts remain with those in Houston and, now, South Florida, who has been dealing with such a massive disruption of their lives -- and during a time of year that is already one of the busiest. The IRS has set up a "catch all" page for those cleaning up from...

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...

Provisions of the Second Coronavirus Relief Bill That Affect Los Angeles County Small Businesses

Wow, does it ever feel good to have turned the page on 2020. This first "working week" is when I finally began to feel the newness of it all.Yes, it's "just a date" on a Gregorian calendar, but ...2021 holds great promise for our East Los Angeles business clients....

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...

Getting Started with Metrics and KPIs in Your Business

Your car dashboard tells you how far you’ve driven and how much gas is left in the tank. Your smartphone has a button to tell you how much space you’ve got left after taking all those pictures of the kids. Your bank’s all too happy to show you a report on how your...

The Hiring Tips Your Los Angeles County Business Needs

It seems like everywhere SMBs and retailers are short-staffed (and hiring). At the same time, with high inflation plaguing the country, other businesses are in the middle of layoffs.It seems as if these two realities would meet together, and establish an economic...

Big Employee Retention Credit Update For Los Angeles County Businesses

With the passage of the American Rescue Plan Act AND the CARES Act, the government is seemingly trying to go "full Oprah" with all of the credits, grants, and such that they are slinging out to Los Angeles County small businesses...And while the media headlines are...

Saving on Office Space for Your Los Angeles County Business

Office space can be a big part of owning your own business. It can be a pretty big expense, too… And of course, the past two years might have changed how you do business in that Los Angeles County office – a lot. Maybe you have more people working from home....

Things To Consider Before Selling Your Los Angeles County Business

You’ve put in the years, labored long days, sweat the bad times, and high-fived in the good as your business grew. Now, it looks like it’s time to step away into the next life stage, slay the next dragon. It’s time to sell. (You think.)Whether you’re headed to another...

Is The Employee Retention Tax Credit Right For Your Los Angeles County Business?

There is a LOT of smoke emanating from Congress right now. As usual, with Congress, there are always rumors and mutterings -- what matters is what is actually signed into law.And we'll keep you up to date on what you might need to know.But speaking of Congressional...

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: