Entrepreneurs, are you struggling to articulate your vision in a way that resonates with every member of your company? In this episode, Jonathan Freeman speaks with Lois Weinblatt, international visio

Over the years, you may have accumulated a large sum of wealth in your retirement accounts. But withdrawing that money tax-efficiently can feel like a challenge, especially under proposed tax changes

Whether you want to recruit the best talent, motivate your current team, or boost business performance, success boils down to one key element –– leadership. In this episode, Jonathan Freeman speaks wi

Estate tax exemptions are expected to decrease in the near future. However, ILITs (irrevocable life insurance trusts) can help you reduce your estate taxes so that you can maximize your wealth transfe

We love to build deep connections with our clients! So, this episode is dedicated to helping you get to know our team a little better. In this episode, Jonathan Freeman, Chief Operating Officer, intro

On July 16th, 2021, California governor Gavin Newsom passed Assembly Bill 150. One of the key components of this bill is the Small Business Relief Act, which has the potential to reduce your taxable i

Most high-net-worth families work with various professionals, such as CPAs, estate planning attorneys, and valuation experts. How can you bring them all together and create a holistic financial plan?

Have you ever thought about donating real estate? Not only can it minimize your capital gains taxes, but also help you amplify the impact of your charitable contributions in the community. In this epi

The interest rates for fixed income investments have reached historic lows. However, structured notes, which are somewhat unknown to many investors, can help you maintain returns through this environm

Are you aware of how cost segregation (Cost Seg) can minimize your taxes? It helps you reduce your tax liability by accelerating depreciation on real estate assets. In this episode, Sean Clark, Direct