Cryptocurrency, US National Debt & IRS Scam Calls 01.29.19

The Biden Administration Corporate Tax Proposal

Join us this week as we discuss how the IRS is treating Cryptocurrency, Why the US actually has over $200 Trillion in national debt and how to know if a phone call from the IRS is real or a scam. For questions regarding these or other tax issues you may have please contact me at 510-797-8661

Gemstones As Investments

Gemstone as Investments?

Gemstone as Investments? For the past several days, Marc Anthony has been given the highest level of stately treatment as he sits in the court of Cleopatra, the last queen of Egypt. Despite the grandeur of the banquets, Cleopatra has shown nothing but disdain. She is quick to disregard the roasting of the eight wild…

Philanthropy rewards

The Personal Rewards of Philanthropy

The personal rewards of philanthropy can be enjoyed by anyone.  The best part of philanthropy is how it appeals to our finer feelings.  Watching the joy our gifts of means and time brings to others deposits a feeling of euphoria in the heart that feels unlike anything else. The following story told by theologian Gordon…

Dreams Should Not Have Limits

I believe that dreams should not have limits. Basic Dreams Family, education, career, prosperity and back to the family; when we determine the cornerstones of our lives, we don’t choose randomly; rather we begin with a clear vision of how we want our lives to be.  When we are young, we dream of the impossible,…

marriage, estate plan, strengthen

Strengthen Your Estate Plan by Strengthening Your Marriage

Strengthen your estate plan by strengthening your marriage.  Rarely would one go into marriage planning to get a divorce, however right now that’s how almost half of all marriages end. It doesn’t matter if one or both parties are starving students or one or both receive extensive support from their respective wealthy family offices, the…