November 5, 2021
LIVE Workshop: How to Put More Money into Your Pocket
Are you a small business owner? Did you pay too much in taxes this year? If so, this is the workshop for you and NOW is the time to plan…
October 18, 2021
LIVE Workshop at the Temecula Chamber of Commerce: Business Planning Essentials for 2022
Do you have a proper business plan in place to ensure that your business is growing predictably and consistently? There are 6 key parts of every business regardless of industry…
April 28, 2021
How To Prepare Your Client’s Small Business for Sale or Ownership Change
Are you a small business or financial advisor? Do you have clients who are planning to sell their small businesses, retire, and/or transition their companies to their children or others?…
January 8, 2021
LIVE Webinar:
Prop 19 – How CPAs and Financial Advisors Can Help their Clients
The recent passage of Proposition 19 promises to dramatically change property tax rules for Californians. Effective February 16, 2021, new rules for family transfer of real estate will significantly impact…
December 30, 2020
LIVE Webinar:
The Business Owner’s Guide to Incorporating
Have you ever wondered when is it the right time to incorporate? You are not alone! Many business owners are wondering the same thing. Whether you own an existing business,…