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General Articles

General Articles

Team-Building Traditions That Make the Firm Stand Out

During 2018, HMWC CPAs & Business Advisors celebrated 50 years in business serving the Southern California community and beyond. The firm has come a long way in that time. Starting with a sole practitioner pioneer opening up an office in 1968, the firm and...

OCJB Article – Is a Family Office the Solution to Your Financial Woes?

Affluent individuals may find that the demands of work, family and other responsibilities can leave little time to manage their day-to-day financial affairs. A “Family Office” is an organization that assumes the day-to-day administration and management of a family’s...

Play or pay: Are you ready for the new health care rules?

Beginning on Jan. 1, 2015, the health care act requires “large” employers to either: 1) provide “minimum essential” health care coverage to full-time employees that’s “affordable” and of at least “minimum value,” or 2) risk substantial penalties. The “play or pay”...

OCBJ article: Accounting Help for Seniors

Susan Levinstein, Partner, published an article in the Orange County Business Journal's "Senior Living" section in the July 15, 2013 issue. The article entitled "Accounting Help for Seniors" discussed key accounting and finance issues that seniors face, as well as...

Can you afford long-term care

Consider trading in a life insurance policy for LTC coverage One of the greatest threats to the financial security of your retirement as well as to the achievement of your estate planning goals may be a nursing home stay or some other form of long-term care. According...

OCBJ article: 5 questions for better forecasting

Susan Levinstein, Partner, recently published an article in the Orange County Business Journal. The article,"5 questions for better forecasting," explains "Forecasting key business factors, such as sales demand, receivables, payables and working capital, can help...

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