We're knee-deep in extension-land for some of our individual and family clients from Orange County (extensions due in about a week). And I'm glad to say that we've been able to help a lot of families keep far more in their pockets than if they had used the "drag and...

I can’t write without mentioning that somewhat awkward, somewhat shocking, somewhat moving star-studded Oscars event. There were some, well, memorable scripted (and *unscripted*) moments.One truly happy surprise was the best picture winner CODA (child of deaf adults)...

This time of year means big things for Orange 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 season,...

There’s an inbox full of good news to take in this morning.First, we didn’t die from the 53-year-old Russian spacecraft that was hurtling uncontrolled towards Earth this weekend. Kosmos 482 finally crashed into the Indian Ocean after failing to land on Venus in...

There are less than two weeks remaining before the tax deadline of April 17th.  Does that startle you? If you're filing late on taxes this year, let's talk. We can easily file an extension on your behalf, and make sure  that your return is handled as advantageously as...

There are so many things for Orange County business owners to consider at the end of the year. From year-end profitability analysis, to staff bonuses, to marketing initiatives to capture year-end spending ... do not neglect this wonderful opportunity for the calendar...

Pretty sure I've said this before.I'll likely say it again, too.If there’s one thing the past year has taught business owners, it’s that the "unexpected" can occur at any time.Managing your Orange County business during good times is hard enough; rough times make it...

Did you know that about 20% of small businesses fail in their first year? That’s a daunting statistic for anyone starting a new Orange County business. And, even scarier, is the reality that companies with owners younger than 30 are even more likely to...

Bar none, the most important asset in your Orange County business is your client and customer list. This is even true if you are in a "capital-intensive" business with significant material assets. In fact, I'd be very interested to hear someone make a strong case that...

You're wise these days if you don't pay close attention to the political tug-of-war that seems to be getting worse and worse. If so, you might not have yet seen that the federal government seems headed for another shutdown.Which is rough news for any poor schmoe out...