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Key Tax Deductions for Business Owners

Tax season is here. And by now you should have most of the documents you need to start preparing your 2016 tax returns. Business owners and individuals can yield significant tax savings with the proper planning. Invest 3 minutes and… Read Now >>

New Tax Plan Conference Call Recording

February 7, 2018

Click here to listen to the full recording.

New Tax Plan Conference Call – Wed., January 31st @ 10:00AM PST | 1:00PM EST

January 21, 2018

The new tax law that goes into effect this year will have an effect for just about every individual, family and business owner. We are hosting a New Tax Law Conference Call on Wed. January 31st at 10am PST /… Read Now >>

A System For Guaranteeing Profits in Your Business

January 5, 2018

Written by Norman Mangina Today we’re going to teach you how to guarantee profits in your business. Why is this important? As a business owner, one of your primary goals is to make money. You took a risk to start… Read Now >>

A Spending Holiday Challenge

December 8, 2017

Did you know that the typical American is estimated to spend almost $1,000 this holiday season? Collectively, that’s about $680 billion of being transferred from your pocket into the coffers of Amazon, Target, Costco and their suppliers. What’s scary is… Read Now >>

How To Ensure Your Real Estate Isn’t Overlooked By Your Advisor

December 1, 2017

Did you know that real estate investing is not a single part of any financial advisors or certified financial planners education curriculum? The average high net worth investor (defined as someone with over $1mln in financial assets) holds approximately 30%… Read Now >>

Making an Impact with Feeding America

November 17, 2017

A big thanks to everyone who joined us on our mission to end hunger with Feeding America. This was our 4th year volunteering to this worthy cause and there are much more to come. We went through fruit that would… Read Now >>

6 Significant Ways Real Estate Investing Can Help You Build Wealth

November 16, 2017

A recent investor poll by Morgan Stanley shows that 77% of all millionaire investors own real estate. So why has real estate always been characterized by Wall Street as an “alternative” asset class? Because it was not an easy product… Read Now >>

12 Major Tax Benefits of Real Estate Investing

November 10, 2017

One of the greatest impediments to building wealth is taxes. It’s critical that you learn how to keep more of what you make and understand how the government favors certain endeavors through tax incentives. Perhaps even more so with the… Read Now >>

Strategic Charitable Giving Opportunities

November 8, 2017

We are often asked if there are strategic ways to be philanthropic. The simple answer is yes. There are numerous ways you can make an impact through charitable giving (both in time, money, investments, supplies, etc.) while realizing some of… Read Now >>

5 Common (and Costly) Mistakes Do-It-Yourself Real Estate Investors Make

November 1, 2017

This video addresses 5 Common (and Costly) Mistakes Do-It-Yourself Real Estate Investors Make. We have seen what works and what hasn’t…both from our own experiences as well as the experience of many clients that have gone down the real estate… Read Now >>