Panama Papers & The US Government

he Obama Administration, the US Treasury Department and the IRS are waging an all-out war on offshore tax evasion and money laundering. Their actions have been stimulated by the shocking disclosures in the Panama Papers of world-wide tax cheating and…
EB-5 Visas & California Taxes

Article by: Lead author, Mark Ivener &  Gary S. Wolfe, The Wolfe Law Group International Investors & California: EB-5 Visas/California Taxes The Immigrant Investor (EB-5) Program was established in 1990 and is administered by the U.S. Citizenship & Immigration Services (“USCIS”). …
Global Macro Economics

By C. Brian Conners, MBA, CFP   Global Macro Economics-Market-Future Trends and Opportunities Presentation Many of you may be wondering what is happening to our economy, jobs and wealth as we muddle through this period of economic malaise, kind of…
A Little-Known Principle

A Little-Known Principle That Ultra-High Net Worth CEOs And Entrepreneurs Can Bank On For Portfolio Performance   With over half a century of combined experience, we have been privileged to work with many entrepreneurs and CEOs, including some who have…
Electrical Contractor Believes People Matter

Recently, Sean Reynolds, reporting for California CEO Magazine, sat down with Thomas Ispas, owner and president of Daniel’s Electrical Construction Company, Inc. located in Southern California and operating as a signatory contractor with the Southern Sierra’s Chapter of NECA, the…