Accessing capital and managing taxes are top priorities for any established or up-and-coming business owner, and Qualified Small Business Stock (QSBS) and its tax exemption…

At the Firm In late June, the team enjoyed a lunch offsite at Javier’s to celebrate Matt, Allie and Alana’s birthdays for the second quarter. …

At the Firm Brian wrapped up his multiyear service on the San Diego Breakfast Rotary Foundation board, where he worked to oversee the investments and…

If you’re a young professional in San Diego, between your 20s and 40s, you’re in your prime wealth accumulation years with the greatest potential to…

At the Firm Brian, Matt, and Kim spent a day offsite for CCMI’s quarterly business planning meeting. The partners review the accomplishments from the previous…

At the Firm The CCMI team was busy in early April rebalancing client portfolios and preparing quarterly reports.  The rebalancing process generally involves all four…

At the Firm The CCMI team enjoyed lunch at Din Tai Fung to celebrate Tina and Katie’s birthdays, which both take place this quarter. The…

At the Firm Brian, Matt, Kim, and Tina spent a day offsite planning for the quarterly goals (or “rocks” as we call them internally). The…

At the Firm Brian has been busy wrapping up 2023’s compliance activities and setting up the firm’s compliance program for 2024. Early year activities include…

At the Firm The CCMI team enjoyed a Holiday Dinner at Callie at the end of November.  The food was delicious and the team enjoyed…