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When I work with new clients, liability protection is a common blind spot. Most prospective clients haven’t reviewed their insurance policies. And most are unaware of the risk factors in their [...]

A 6.4 magnitude earthquake hit Ridgecrest, CA on July 4th. The next day, there was an 7.1 magnitude aftershock. This was Southern California’s strongest earthquake in 20 years. Homeowner, condo, [...]

“The advice of an employment attorney will make things better. Most people think of a lawyer as someone you engage when you’re about to sue someone, or when you’re going to [...]

I celebrated my 40th birthday in May. Over the last five weeks, I shared money and life lessons from the first four decades of my life. I’ve compiled them here. You can follow me [...]

All adults should have basic estate planning documents. Estate planning is about ensuring your wishes are honored upon your death or incapacitation. If you’re thinking, “I don’t need to [...]

I recently shared 15 tips on how my Superstar Women clients make the most of their stock compensation, 401(k), cash management, and investments. I’ve compiled them here. You can follow me [...]

It’s performance assessment season. You’ve earned a well-deserved promotion at work. Hopefully the new job title also comes with more money! I’d like to discuss the four components of your [...]

Summary: Get organized: save the source documents (Plan Document, Option/RSU Agreement) Define your goals, which will provide the context for whether to keep or sell your company stock Learn a [...]

Summary: TurboTax is sufficient for straightforward tax returns. Learn the top seven reasons why my clients hire a tax professional. Understand the services that tax professionals provide, and [...]

Summary: Because of the 2018 Tax Cuts and Jobs Act, most of my clients will receive tax cuts due to lower marginal tax rates across brackets, and reforms to AMT (Alternative Minimum Tax) Because [...]