College Students Shouldn’t Leave Home Without Them.

Ah, fall is upon us, although it’s hard to imagine with 90-plus degree temperatures in Southern California these days. Nonetheless, the leaves will be changing and our college-bound students are beginning new school years. While your kids may have packed up their...

Big Tax Law Changes Coming For 2018

Dear Friends & Colleagues, My friend and colleague Robert Keebler, CPA/PFS warns that when the clock strikes midnight on December 31st, those with big stock holdings may be out of luck! When selling or gifting stock, we have always been able to pick and choose...

New “End Of Life” Law

SB139 is a new law taking effect this year that will allow doctors to prescribe life-ending medication to terminally ill patients.  If someone is diagnosed as terminally ill with six months or less to live, the individual may now choose to end his or her life,...