At the Firm  The CCMI team enjoyed a lunch offsite to celebrate team birthdays (Tina and Katie) for Q1.  We tried a restaurant called Steamy…

More employers, such as start-ups and tech companies in San Diego, are offering equity options within their compensation plans to align employee and employer interests,…

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…

Three years after the landmark “Setting Every Community Up for Retirement Enhancement” or SECURE Act passed in 2019, Congress has implemented new changes in what’s…

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…

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…

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….

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),…

“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…

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…