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View our latest Press Release

10/10/2013

 

Inheriting Debt from Late Mother Inspired Young Financial Planner

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Forbes magazine says financial planning industry is in desperate need of young talent

SAN DIEGO -- October 2 2013, San Diego, CA- 
In fact, millions of American can identify with Carlos reacting to an unexpected crisis that would change his life forever. “My mother died at 33 years-old after fighting cancer for nearly 10 years leaving my sister and I with not just a painful loss but an inheritance of debt that no one anticipated let alone was prepared for—that was the turning point for me—not just for myself but to answer the calling—it’s time for a simple, sustainable high-tech solution to financial planning that keeps families organized and preserving wealth in today’s fast-paced lifestyle”.

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Merry Christmas Year End Blog...To Tax or Not to Tax

12/25/2012

 
Merry Christmas to all!  As we reflect on the year, we get to enjoy uncertainty from Congress.  Tax reform is one of the most contentious topics in this year's election, with both personal and corporate income tax rates under scrutiny. While leaders in both parties agree that corporate rates should be reduced from the current high of 35%, they differ on how to do so without further widening the budget deficit. Should foreign income continue to be taxed, and if so, how? Should deductible expenses be reduced or eliminated, and if so, which ones? And what will be the overall economic impact when 9 out of 10 businesses don't even pay corporate income taxes? Indeed, according to the Senate Finance Committee, 95% of all U.S. businesses are structured as "pass-through" entities, which means their income is reported on owners' personal income tax returns.*

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