Home
Login
SmartVault
Legacy Client Portal
Contact
Phone:
(818) 703-0807
Investment Strategies
Home
Pay My Bill
About
Meet The Firm
Partners
James L Cagle, CPA
Brad C Polak, CPA
Larry S Ganzer, CPA
Managers and Staff
Julie Widener, CPA
Susana Barajas, CPA
Sandy Bergman, CPA
Marilyn Milteer
Mary Perea
Tiffany James
Yoko Matsui
Administration
Kate Crosby
Ellen Buchsbaum
Traci Smith
Peer Review Report
Services
Services for Individuals
Personal Financial Planning
Estate Planning
Elder Care
Business Services
Small Business Accounting
QuickBooks Services
QuickBooks Setup
QuickBooks Training
QuickAnswers
Part-Time CFO Services
Audits - Reviews - Compilations
Cash Flow Management
Business Valuation
Strategic Business Planning
Succession Planning
New Business Formation
Non-Profit Organizations
Internal Controls
Tax Services
Tax Preparation
Tax Planning
Tax Problems
IRS Audit Representation
Non-Filed Tax Returns
Back Taxes Owed
Payroll Tax Problems
IRS Liens
IRS Levies
IRS Wage Garnishment
IRS Seizures
Offer In Compromise
IRS Payment Plan
Bankruptcy
Innocent Spouse Relief
Get Your IRS File
Fiduciary Accounting
Newsletters
Our Bi-Weekly Newsletter
Additional Monthly Newsletter
News and Weather
Tax Center
2021 Payroll Tax Bulletin
WebPay Instructions - California FTB
Tax Strategies for Individuals
Health Care Act
Tax Strategies for Business Owners
Track Your Refund
Tax Due Dates
Tax Due Date Reminders
Tax Rates
IRS Tax Forms and Publications
Record Retention Guide
State Tax Forms
Resources
Calculators
Business Strategies
Investment Strategies
Life Events
Recommended Books
Frequently Asked Questions
Client Center
SmartVault Portal
Legacy Client Portal
Contact
Covid-19 Updates
QIP CARES Act Information
Coronavirus Aid Relief Information
Investment Strategies
Why leave your money sitting in a bank account earning for other people when you can put it to work for yourself? This section is dedicated to tested and proven investment strategies and concepts.
Financial Guides
Investment Basics: What You Should Know
Asset Allocation: How To Diversify For Maximum Return
Buying On Margin: How It Works and What To Watch Out For
Financial Planning Checklist
Investment Clubs: What You Need To Know
Swap Tactic Lets You Defer Capital Gains Tax
Changing Jobs? Don't Forget Your 401(k)
How Brokers Execute Trades: What Every Investor Should Know
Investing In Mutual Funds: The Time-Tested Guidelines
Mutual Fund Taxation: How To Cut The Tax Bite
Penny Stocks: How To Investigate Them and Avoid the Traps
Annuities: How They Work and When You Should Use Them
10 Retirement Saving Tips
Your Retirement Plan: How To Get Started
Roth IRAs: How They Work and How To Use Them
Frequently Asked Questions
Investment Options: Frequently Asked Questions
Mutual Funds: Frequently Asked Questions
Stocks: Frequently Asked Questions
Bonds: Frequently Asked Questions
Annuities: Frequently Asked Questions
Retirement Assets: Frequently Asked Questions
Developing a Financial Plan: Frequently Asked Questions
IRAs: Frequently Asked Questions
Traditional vs Roth IRAs: Frequently Asked Questions
Financial Calculators
How Much Will I Need To Save For Retirement?
How Much Can I Contribute To An IRA?
Should I Convert To A Roth IRA?
What Is My Projected Required Minimum Distribution?
How Do Taxes and Inflation Impact My Investment Return?
When Should I Begin Saving For Retirement?
Becoming A Millionaire
Featured Articles