Tax & Legal 360: The In-Person Experience You Can’t Miss

Tax & Legal 360 Orange County Live

Everything changes when you’re in the room. One hallway conversation can lead to a six-figure referral partnership. One live session can unlock a tax strategy that saves your client thousands. One dinner with growth-minded professionals can recharge your confidence and reshape your future. This kind of experience doesn’t happen on Zoom. It happens in person, […]

Avoiding problems with the IRS and the “Dirty Dozen”

avoiding problems with the IRS and dirty dozen

All of us want to save taxes, but at the same time stay out of trouble with the IRS. In fact, I would hope we would even have a higher standard of being honest and ethical in the manner in which we all report our income, deductions and file our tax returns. We live in […]

Self Employed Health Insurance Deduction: How to Legally Write Off Premiums

CPA working with pencil and calculator in hand

Health insurance is expensive, and making sure it’s a write-off in your business is a big deal. Regrettably, it’s not as easy as just putting it on your P&L and treating it like office supplies. Health insurance premiums can be deductible. However, they must be reported in a specific way based on your type of […]

Maximizing Vehicle Write-Off for Your Business

cars in a row

Business vehicle write-offs under current law help company owners deduct more than ever – faster than ever – from their taxes. But the specifics are sometimes confusing (not to mention they can change year by year). Never fear: I’m here to help. Let’s dig into the nitty-gritty of vehicle write-offs for your business, so you […]

6 Ways to Protect Your Home From a Lawsuit

6 ways to protect your home from a lawsuit

For most of us, our home is one of our most valuable assets. It truly is our “castle,” but can also be one of our most vulnerable assets. Although we need to protect it at all costs, we face several dilemmas that create significant hurdles to protecting the complete value of our home from a […]

Pay Your Taxes by Credit Card and Score Some Points!

pay your taxes by credit card and score points

How many of you build, track and utilize credit card points for personal benefit? You can pay your taxes using a major credit card or a debit card online. Individuals can make these payments 24 hours a day and seven days a week.

Last Minute Tax Strategies Before Filing

person with laptop

​As the April 15, 2025 tax filing deadline approaches, it’s normal to feel a mix of urgency and anxiety. However, even in these final moments, there are strategic moves you can make to optimize your tax situation.  Whether you’re considering filing an extension or aiming to uncover overlooked deductions, here’s how you can take control […]