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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New Medicare Rules Tackle Prescription Drug Prices
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
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Small Businesses Could Face Borrowing Challenges
Despite tougher lending conditions and higher interest costs, many people who need capital for business purposes may need to borrow money. This article discusses some common financing options.
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Leave a Lasting Gift with an Ethical Will
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
Calculators
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Car Affordability
How much can you afford to pay for a car?
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.