Peter DeGregori, CPA and your host speaks with Sam Murray, CEO of Managease. Managease is a HR Consulting firm. HR consulting is becoming more of a hot topic with all the labor laws, and increased litigation. Get your HR organized. Sam can be reached at 714-378-0880 or www.managease.com.
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Business Loans for Privately Held Businesses
Peter DeGregori, CPA, MST and your host, speaks with Ken Barton with Union Bank about what the banks are looking for to lend money in today’s market. Ken has over 35 years of banking experience, so his insight is very helpful. Ken and Peter speak about commercial and SBA lending requirements. We suggest all business owners listen, learn, and be prepared if you need a loan.
The Banker’s Viewpoint of the Financial Crisis
Peter DeGregori, CPA and Host, speaks with Chris Brahney, and John Barnes with City National Bank about the past and current banking industry. City National Bank is a Los Angeles based publicly held bank with 72 offices, including 16 full service regional centers, in Southern California, San Francisco, Nevada and New York City. Chris or John can be contacted at 949-754-1500. www.cnb.com
Tax & Legal Issues With Short Sales and Foreclosures
Your host, Peter DeGregori, CPA and guest Jeff Resnick, an attorney with Vogt & Resnick (www.vogt-resnick.com) discuss the legal and tax issues and ramifications regarding short sales, foreclosures and loan modifications. They also speak about credit considerations. This is a hot issue which we have found most people are not educated about.
Jeff Manson Testimonial
“Vertical Advisors has provided us with an exceptional experience which is above and beyond the typical CPA or accountant. We are glad we found them.”
– Jeff Manson, President – www.realgeeks.com, Hawaii
Clear Light LP Testimonial
“After spending thousands of dollars and time with prior accountants and not getting anywhere, Vertical Advisors was able to solve our problems and save us taxes”
-Clear Light LP, San Francisco, CA
Tim Devine Testimonial
“Vertical Advisors continues to provide us with cutting-edge tax and business solutions, which consistently save us time and money.”
– Tim Devine, CEO – www.webcastr.com, Los Angeles, CA
Afshin G. Testimonial
“Peter DeGregori and his team at Vertical Advisors, provided me with incredible tax strategies that significantly reduced our taxes, while complimenting our business and personal goals.We now see there is a clear advantage in having a tax strategist.”
– Afshin G., Laguna Niguel, CA.
How To Choose a CPA Firm
All CPA’s are not the same. Just like all attorneys or businesses are not alike. We feel that most local CPAs or store front tax preparation companies deliver a traditional (boring) tax service. If you are looking for more, you have found the right firm. The traditional tax preparation companies are good for your basic tax preparation, but if you need help in lowering your taxes, or making your business more profitable, then consider a different type of firm.
