Articles Library

General

  “How Succession Planning Eases the Transfer of Power in a Closely Held Business”
 (Smart Business magazine, reprinted with permission).
  “Accounting Software Pitfalls – Preventing Expensive Mistakes By Getting
Your Business’s Accounting System Right From The Start”
 (Smart Business magazine, reprinted with permission).
  “Does A Captive Insurance Company Make Financial Sense For Your Business?”
 (Smart Business magazine, reprinted with permission).
  “Making a Difference for Orange County Businesses”
 (Orange County Business Journal, reprinted with permission).
  “Starting the Business You’ve Always Dreamed About!”
 (Orange County Business Journal, reprinted with permission).
  “Women: 10 Reasons That YOU Should Own a Business!”
 (Orange County Business Journal, reprinted with permission).
  Succession Planning for Closely-Held Businesses
 (Orange County Business Journal, reprinted with permission).
  “When It Comes To Diversifying, Look Before You Leap!”
 (Smart Business magazine, reprinted with permission).
  Financial Planning for Your Business
  Family Limited Partnerships
  Protecting your company against business fraud

Tax Planning

  “How Mid-Year Tax Planning Can Put Businesses At a Strategic Advantage”
 (Smart Business magazine, reprinted with permission).
  “The Impact of the 2010 Tax Act on Estate Planning”
 (Smart Business magazine, reprinted with permission).
  “Year-End Tax Planning and Retirement Accounts”
 (Smart Business magazine, reprinted with permission).

M&A and Valuations

  “The Fundamentals of a Successful Merger”
 (Smart Business magazine, reprinted with permission).
  “Consider an Acquisition During Tough Economic Times” (Aug 2010)
 (Orange County Business Journal, reprinted with permission).
  “The Multiple Uses of Business Valuations”
 (Smart Business magazine, reprinted with permission).
  Business Valuation Strategies

Corporate Finance

  “How Businesses Can Obtain Financing In A Tough Economy By Using A CPA Firm”
 (Smart Business magazine, reprinted with permission).
  “How a CPA Firm Can Help with Bank Financing”
 (Orange County Business Journal, reprinted with permission).
  “Forecasting & Budgeting When Times Are Tight”
 (Smart Business magazine, reprinted with permission).
  “How To Improve Your Company’s Performance With Benchmarking”
 (Smart Business magazine, reprinted with permission).
  “The Importance of Forecasting Cash Flow” (Sept. 2010)
 (Orange County Business Journal, reprinted with permission).

Personal Financial Planning

  Strategies for Wealth Management
  Balancing the Needs of Children, Parents and Yourself
  Charitable Giving Strategies
  Developing a Money-Smart Retirement

Healthcare

  “New Tax Credits for Healthcare Practices”
 (Orange County Business Journal, reprinted with permission).
  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

  Minimizing the Bite of Property Taxes
 (Orange County Business Journal, reprinted with permission).
  Need financing for a new project
  New accounting standards are fast approaching
  Minimizing the bite of property taxes
  How are reportable income and deductions determined
  Cancellation of Debt: Taxable Income Impact
 (Orange County Business Journal, reprinted with permission).
  Closing the deal with seller financing
  How to select a qualified intermediary
  Think twice before bailing out – Save your property and your tenants
  What type of insurance coverage is needed for new construction projects?
  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