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Business Planning

We are an Orange County investment management and tax strategy firm that has developed a national reputation serving sudden wealth clients with financial planning.

Legal, Ethical & Financial Responsibilities for Retirement Plan Sponsors

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A retirement plan is a necessity – and it needs regular attention. When you offer a retirement plan to your workers, you take on major legal, ethical and financial responsibilities. If that scares you, you aren’t alone among plan sponsors. As a business owner, you have a long to-do list – and running a retirement…

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Affordable Care Act: What You Need to Tell Your Employees

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The deadline is fast approaching. Do you own a business? Undoubtedly, you know that the employer mandate of the Affordable Care Act has been postponed for a year. But do you realize that you have to tell your employees about the new online health insurance marketplaces resulting from the ACA by October? Starting October 1,…

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Valuing Key Employee Insurance

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What kind of financial loss would your business face without its key employees? They are worth more than their salaries – their performance, professionalism and character make your company what it is, and provide the stability and predictability you need to realize a profit. Because of this reality, wise businesses owners take a look at…

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The White House Postpones Part of the Healthcare Overhaul

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Does your company have 50 or more full-time employees? Then it will not be required to provide affordable health insurance for those workers next year. On July 2, the Obama administration announced it was postponing the start date of the employer mandate portion of the Affordable Care Act until January 1, 2015. If you own…

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Retirement Plan Sponsors Can’t Ignore Fiduciary Responsibility

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Do your employees have a company retirement plan? If they do, then you have a fiduciary responsibility to them. Ignoring it to any degree could really cost you. Maybe you’ve heard about some of the settlements linked to charges of negligence or mismanagement. They can be painful for businesses big and small. In 2010, a…

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Roberts CBS Column: Starting a Business? Focus on Profits, Not Popularity

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Robert Pagliarini, an expert in wealth management, inheritance planning, financial planning, and sudden wealth™, writes a financial column for CBS News MoneyWatch that is also syndicated in newspapers across the country. The following is a column Robert wrote for CBS: Last week I gave a presentation to a group of a few thousand people on…

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Can You Create Your Own Defined Benefit Pension Retirement Plan?

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Contrary to popular belief, classic pension plans have not disappeared. Corporations have mostly jettisoned them, but highly profitable small businesses are giving them a second look. Why are many small business owners deciding to adopt old-school, defined benefit pension retirement plans? The tax breaks may be substantial. In fact, if these plans are funded with…

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Robert’s CBS Column: 5 Sure Signs of Corporate Burnout

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Robert Pagliarini, an expert in wealth management, inheritance planning, financial planning, and sudden wealth™, writes a financial column for CBS News MoneyWatch that is also syndicated in newspapers across the country. The following is a column Robert wrote for CBS: Are you working too long and too hard? Could you achieve more by doing less?…

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