On Thursday, Nov. 5 th our very own Maria T. Arriola stole the show at the Transamerica Retirement Services Breakfast for Financial Advisers. The presentation was attended by over 30 different businesses that operate in the retirement services arena and Maria was invited to co-present along with Dave Wilkins, Regional Vice President of Transamerica Retirement [...]
Adding College to Your Deductions: College, no other word strikes more joy into high school seniors and more fear into their parents or their wallets. The cost of college these days continues to rise each year but fortunately good old Uncle Sam has come up with some ways to help out, namely the new American [...]
IRS Extension As a quick update last blog entry on the IRS voluntary disclosure program. The IRS has extended the deadline of the program to October 15 th, 2009. So if you have yet to report your overseas accounts there is still time to do so! Posted 09/22/09
By Carol Painter We all know California is going through a rough period budget-wise right now. As you may have heard, since the state is running out of money, instead of issuing checks that will bounce, the state controller’s office is issuing IOUs to pay its obligations. If you are one of the lucky people [...]
On June 24, 2009, the City of Santa Ana hosted their 14th annual Enterprise Zone workshop at the Embassy Suites in Santa Ana. Our very own Ed Lieber was invited to co-present with Ray White, Economic Development Specialist II, of the City’s Economic Development Department. ELLS is invited every year to co-present with the City [...]