White Binder Project

05/14/2026

Are you ready?

Real love is creating the legacy that lives on long after you are gone❤️🙏✨🌅

01/31/2024

Tax season is upon us. I wanted to remind you of the possible deductible costs incurred for the sale and purchase of your homes.
Please contact a licensed CA CPA to confirm all deductions you may be entitled to.

03/03/2023

Asset protection is not just for high earners. In fact, wherever you stand, you are a hard earner and it is vital to take care of your assets via proper insurance coverages, legal and financial professionals and good old fashion self preservation.
Do you know if your car insurance is optimized? Start there.

OK, you've made it. Here's how to hang onto it.

11/12/2022

Trust is a powerful word. Being prepared is being responsible. Its pure love and a a show of strength for your loved ones❤️🌟🏆🏡💰🎁

11/11/2020

02/05/2020

If you sold or purchased a home in 2019, check with a CPA for any deductions you might have coming.

When you finish the process of selling your home, you will receive a a HUD-1 Settlement Statement. With a small amount of research, you can locate several items on these forms that qualify for significant tax deductions.

12/19/2019

Surprise bonus of explaining estate planning in the new movie “Knives Out”.

Most moviegoers don't go to the movies hoping to learn more about estate planning. But at the center of the plot of the hit movie "Knives Out" are key estate issues that many families face. Megan Gorman goes through the ones that are right - as well as the one is just for theatrical effect.

12/15/2019

Are you prepared?

Regardless of one’s feeling on estate planning, there is one estate planning document that all Americans should have: A Health Care Directive. This key document can help you manage the end of life process from health care decisions to your funeral.

12/04/2019

Sonoma County Property taxes are due and delinquent by December 10

Deadlines and Due Dates

11/22/2019

And protect their real estate with professional advice🏆