Author Archive

OUT & ABOUT – JANUARY 2023

At the Firm  The last month of the year is always busy as we implement final strategies to help save money on taxes. These strategies…

Out & About – December 2022

At the Firm  The CCMI team enjoyed celebrating Kim’s birthday at our quarterly birthday lunch in December. Following the luncheon, the team went to Target…

What is Tax-Loss Harvesting? And Why You May Want to Consider It Before Year-End

With the stock markets down, you may be concerned looking at the performance and value of your investments. Some of your securities, which you may…

2022 Year-End Tax Planning Checklist

As 2022 quickly draws to a close, there are various planning issues to consider that may affect your tax payments and financial situation in 2023….

OUT & ABOUT – NOVEMBER 2022

At the Firm The CCMI team enjoyed a Padres-themed Halloween. Win or lose, we celebrated the Padres that day complete with a rally goose (Kim),…

Time to Exit Your Business? 10 Questions to Help Decide if You’re Ready to Sell

“Do I keep growing the business or is it time to exit?” This question was recently posed by a San Diego business owner who was…

5 Steps to Building an Impactful Charitable Giving Plan

Supporting worthwhile organizations and causes through charitable giving is a goal many clients share in their personal financial plans. Perhaps you’re interested in gifting around…

OUT & ABOUT – OCTOBER 2022

At the Firm CCMI hosted a webinar with Michael Townsend, Schwab’s Managing Director of Legislative and Regulatory Affairs. He shared his insights on the upcoming…

Get to Know You: Meet CCMI Advisor Tina Vieregg

The career of CCMI advisor Tina Vieregg CFP®, BFA™, has been a journey that has refined her skills, client relationships, and perspective on what gives…

OUT & ABOUT – SEPTEMBER 2022

At the Firm Brian attended a half-day training on the Entrepreneur Operating System (EOS), which is something we have started implementing as part of our…