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

Bodyguards and Panic Rooms- Is Now the Right Time?

Bodyguards and Panic Rooms- Is Now the Right Time?

Executive Protection, i.e. Bodyguards and Panic Rooms Now may be the right time for bodyguards and panic rooms. Looking several years back, I met an interesting individual during a family office networking event. Based on the crowd in attendance, I expected him to be a successful entrepreneur, but as it turns out he was a…

family office

Can DAFs Maximize Family Office Charitable Dollars?

Can DAFs Maximize Family Office Charitable Dollars? When you hear the name John D. Rockefeller, an image of the first, made in the USA, billionaire may come to mind.  Brilliant and extraordinary, yes, but we’re going to discuss his son and only heir to the immense Rockefeller fortune.  John D. Rockefeller Jr. who spent much…

Radical New Plane to Revolutionize Private Flight

Is there a radical new plane to revolutionize private flight?  Can the aviation industry experience the same tech driven disruption so common in other markets?  This past month, an odd-looking aircraft was spotted flying in Southern California. It was small with thin wings, bullet like in shape and had a rear facing propeller on the…

Not Your Mother’s Pants!

Not Your Mother’s Pants!

What happens when you mix a charitable auction with a famous pair of pants from an iconic movie worn by a legendary international superstar?  A six-figure donation to cancer research and a lot of very happy people… On November 2, 2019, the Estate of Olivia Newton-John listed several items on Julien’s Auction. The famous actor…