Articles
General
Balancing the Needs of Children, Parents and Yourself
Business Valuation Strategies
Charitable Giving Strategies
Developing a Money-Smart Retirement
Financial Planning for Your Business
Strategies for Wealth Management
Family Limited Partnerships
Protecting your company against business fraud
Succession Planning for Closely-Held Businesses
(Orange County Business Journal, reprinted with permission).
Healthcare
Healthcare Practice Articles - reprinted with permission by The Female Patient.
Buy-Sell Agreements for Healthcare Practices
(Orange County Business Journal, reprinted with permission).
Real estate
Avoiding and remedying loan covenant compliance review problems
Is Multifamily Housing a Smart Investment in Today's Market?
(Orange County Business Journal, reprinted with permission).
Manufacturing
Defer Taxes, Improve Cash Flow With a Cost Segregation Study
Do you know how business decisions can affect your tax liability?
Not knowing your clients' financial health may cost you
Reduce fraud by keeping an eye on your employees
What is your manufacturing company worth?
Workplace innovation fosters productivity, quality