For Individuals

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

Elder Care Financial Care

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

Estate Planning Done Right

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

Tracking Your Key Business Metrics For Your Orange County Company

Oh, you thought that since March Madness is over that I wouldn't shoehorn another metaphor? You thought wrongly.I'm here with some ideas for how you and your Orange County business should be "keeping score" today. (See what I did there? ... um ... because in sports...

The Advantage a C Corporation Holds for Orange County Businesses

Now that 2018 extended returns for businesses are truly put to bed now, we can turn our gimlet eye on 2019.And one thing that might be worth discussing is your operating entity.A quick rundown on business structures is never bad, ESPECIALLY when tax laws change and...

Four Tips For Orange County Couples To Make Money and Marriage Work Together

It seems like crooks these days keep finding new ways to trick people here in Orange County into giving them more money. And no, I'm not talking about Congress. Last week, for those of us in the tax professional world in Orange County who are paying attention (because...

Six Underlying Needs For Effective Small Business Planning In Orange County

So last week, I began the conversation around those foundational items of necessity for a "real" business that many business owners in Orange County don't quite take into consideration when they first get started.These are the sort of things that can be the difference...

Everything You Need To Know About Tax Records For Orange County Businesses

Tax season is over.Just like the North Pole elves in the Will Ferrell classic, Elf, perhaps your team could use a brief moment of celebration before getting back to work?Although it's a relief now, remember that tax season isn't a one-time occasion. The decisions you...

Four Key Steps For Effective Customer Care By Raymond Sawyer

As "customer service" goes, I can guarantee that you (and YOUR customers too, btw) have multiple stories of Orange County businesses or organizations that have massively bungled the encounter.For instance, anyone who calls the IRS directly -- instead of having someone...

9 (More) Reasons You Should Own Your Orange County Business’ Building

Working remotely is more prevalent in Orange County's work culture than ever before.The rise of coworking spaces like WeWork and PlexPod offer alternative, fun and modern ways to work alongside, and potentially collaborate with, other individuals in their own...

Struggling Orange County Businesses Be Careful With Price Reductions

Here we are, with Q3 of 2020 in the rearview mirror, THANK GOODNESS.Only one more quarter left in this 2020 donkey -- but it's going to be an eventful one.I get asked a bunch by Orange County clients and friends what I think the markets will do, and the only thing I...

Mapping Out Your Orange County Prospective Customers’ Experience

Hopefully, you aren't too locked into national news, stock market jitters, trade wars, etc. As a Orange County business owner you've gotta keep your head in your own particular game.But you must know this: with all the gloom out there, our mutual customers are looking...

Execution Is Everything When It Comes To The Success Of An Idea For Orange County Small Businesses

We're digging into the new guidance from the IRS re: the 20% deduction for Qualified Business Income (section 199A), and we're excited to begin planning around these rules on behalf of our Orange County business owner clients.What the IRS has done is offer more meat...

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!