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Archive for the ‘Events’ Category

HOT Tax Q & A Open Conference Call

You’re invited to our next extraordinary event for our clients and community! When: Thursday March 3, 2011  from  6:30 PM to 7:30 PM PST Add to my calendar We put together an open conference call, where you will have the opportunity to bring your tax and tax

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Make More… Pay More?

As we are in the middle of a turbulent and full of tax law changes season, and every individual, family and business has a very unique set of circumstances, I see patterns and worries that are bare true across the board. Since this is startling for me,

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The Most Costly Threat for 1099 Contractors. Habits. Kill them or Pay Big!

In this workshop you will learn about the five most common mistakes independent contractors make and their costly consequences. Thursday, January 20 · 6:30pm – 8:00pm 23201 Lake Center Drive · Suite 100 Lake Forest · CA Cost: Free. Limited seats available.Reserve yours today! RSVP or Call: 949.954.2246

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Financial Freedom. 3 Basic Principles to Be Free and Allow Yourself to Grow!

From this one hour workshop you will leave with a better understanding of these basic principles of financial freedom: debt – live free lifestyle – live the life you want with the finances you have today home – live “the American Dream” Saturday, January 15th, 2011 @

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Latest Posts

  • Tandem Loan
    Definition: Two loans taken out on one asset, which is usually a house; the secondary
  • Takeout
    Definition: A slang term denoting the purchase of a company through an acquisition, merger

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Phone: 949.515.4545
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Disclaimer

Important: This website does not provide legal and financial advice. All the information on this website and blog are for educational purposes only. Please consult with your specialist before making any tax and financial decisions.