The Latest Member Content

Video Benefits of the National Referral Network https://vimeo.com/672945268 ...

Video Recorded webinar. Meet Michael and hear how he sees taxes, planning and future tax changes.   https://vimeo.com/653758013 ...

Every year US companies claim billions in R&D tax credits, yet billions more go unclaimed because companies don't fully understand it. Companies in industries like ...

In this video we discuss Trusts, and how taking the time to set one up properly can help protect your assets.     https://vimeo.com/631320086 ...

What is estate planning and why is it so important? What can I do for you?   Click here to view webinar: https://vimeo.com/641254396 ...

It is said that public markets represent just 35% of the investible universe, with the remaining 65% being alternative investments. These alternative investments can be risky ...

What's happened and what's next? In this webinar we review what's been happening in the world of finance over the last 6 months and discuss where ...

Short-term rentals have seen a huge uptick in popularity in the past several years. Younger generations— that don’t tend to stay in one place long— ...

It’s very important. In 2020 when we had the wildfires in California, my clients lost 200 homes completely and had another 4-500 homes suffer ...