Strategies to reduce all forms of taxation for you and your business
Welcome to our website, where we have created a place to help you gain a better understanding of the financial concepts behind Asset Protection, Business Succession, Charitable Planning, Corporate & Personal Tax Reduction, Employee Benefits, Estate Planning, and Family & Corporate Guidance. We work with advisors and clients alike, in our home state of California, as well as, nation-wide. Most importantly, we hope to enhance the value of working with skilled professionals to pursue your financial goals. We hope you take advantage of this resource and visit us often. We frequently update our information, to help you stay abreast of new developments in areas we cover.
Newsletters
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HOT TOPIC: A Cautiously Optimistic Economic Outlook for 2024
The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.
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REITs, Rates, and Income
This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
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Cheaper Hearing Aids Are Coming to a Store Near You
Thanks to a recent regulatory shift, it’s now possible to buy an effective hearing aid without a medical exam or a prescription, potentially for a lot less money.
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A New Year, A New Opportunity to Save with a 529 Plan
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
Calculators
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.