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October 16th, 2014 posted by Amanda Han CPA ( Tax Strategist)

It is scary to think that the average American loses more money to taxes each year than we do on food, clothing, and shelter combined. This year, we have been getting tons of calls from business owners and investors who feel they may have overpaid in taxes. The silver-lining with this is that as a []

October 9th, 2014 posted by Amanda Han CPA ( Tax Strategist)

There has been a lot of buzz in the community about some of the benefits of QRPs. What exactly are QRPs? Do these benefits really exist? Or is it another scam of the month that we should all be weary of as real estate investors? The good news is…QRPs do actually offer a lot of []

October 2nd, 2014 posted by Amanda Han CPA ( Tax Strategist)

Believe it or not, one of the questions that we get asked very often is “What exactly is a Tax Loophole?” It’s simple – a loophole is a tax incentive provided by our government as a way of encouraging the economy to grow. It should come as no surprise that the majority of tax loopholes []

September 30th, 2014 posted by Amanda Han CPA ( Tax Strategist)

I wanted to first let you know that this article is not for everyone as it specifically addresses CA related issues. So who should read this article? You may want to read this if You are a CA resident, or You are thinking about becoming a CA resident, or You have a CA LLC, or []

September 23rd, 2014 posted by Amanda Han CPA ( Tax Strategist)

One of the reasons that people end up paying more than their fair share of taxes is because they simply don’t understand the tax code. Who can blame them though. With hundreds of thousands of pages, the tax code is written in a language all on its own. If you think I’m joking, you should []

August 28th, 2014 posted by David Finkel ( Advisor)

I wanted to share with you a victory in my business life – after just 2 weeks since its release, the publisher of my new book, Scale: 7 Proven Principles to Grow Your Business and Get Your Life Back, just ordered a second printing! Thank you for all of you who have gotten a copy []

August 26th, 2014 posted by Amanda Han CPA ( Tax Strategist)

Why keep your money in the stock market with assets that you have no control over? If you can think of a good reason to do that then please let me know. My philosophy has always been that diversification may not always be a good thing. For example, if you know your local real estate []

August 20th, 2014 posted by David Finkel ( Advisor)

I told you on Tuesday about the special 60-90 minute live webinar I’m co-hosting with my friend and co-author Jeff Hoffman, co-founder of Jeff helped scale from zero to $1 BILLION in sales in less than 4 years. Today is worth over $50 billion. Jeff is also my co-author of, Scale: 7 []

August 19th, 2014 posted by David Finkel ( Advisor)

Yes, we did arrange the date and locked down Jeff Hoffman, co-founder of, to join me for a private 60-90 minute webinar this Thursday (August 21st). The LIVE webinar will start right at noon pacific; 1pm Mountain; 2pm Central; 3pm Eastern and go for 60-90 minute webinar. Jeff is my co-author of Scale: 7 []

August 14th, 2014 posted by David Finkel ( Advisor)

As promised on Tuesday I did figure out a way to satisfy my publisher (Penguin Random House) and (who is posting an excerpt from the book today August 14th). As my good friend says, “Think outside the box, but inside the rules.” Here’s what we’ve arranged for you and the other members: We’ve set []

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