3701 Long Beach Blvd. Suite 100, Long Beach CA 90807

Tel: (877) 828-8877

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Blog Series

June 1, 2016

Hello Clients and friends,
Did you Know?
““The major sources of wealth for most of the super rich are inheritances and in life transfers. The big reason is racial differences in access to resources to transfer to the next generation.” Darity added that the practices of enslavement, violence, Jim Crow, discrimination and dispossession of property have kept generations of African Americans from accruing the type of wealth that whites in the top 1 percent have today.” 
The typical white family ear...

October 31, 2013


You have to be on top of your business game every single second of every day.


This is why we are offering free help to manage your business accounts.  Like countless CEOs, presidents and business owners, you’re probably working more and sleeping less these days in an attempt to hold on to your success and to stay ahead of the competition.  Every business day is like running a marathon.


This IS the new normal. This IS the economy. This IS the world we live in and do business in. The key is to ha...

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Featured Posts

Ask Marie: That Could Trigger an IRS Audit?

June 25, 2016

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