by Edwin Pereyra | Dec 2, 2016 | General, Tax Planning
As the holiday season approaches and the year comes to an end, many will be thinking about their charitable giving as part of their end-of-year financial planning strategy. For many philanthropists, giving is a way to support their favorite charities and causes while...
by Edwin Pereyra | Oct 23, 2016 | General
Did you know that founding father Alexander Hamilton was the one who established the nation’s financial system? Appointed by George Washington as the first Secretary of the Treasury, he established a national bank, funded states’ debts, imposed tariffs on...
by Edwin Pereyra | Jun 26, 2016 | General
One of the benefits of having affinity related travel credit cards is being able to accumulate rewards enough to stay at a premier property such as the Hyatt Regency Huntington Beach Resort and Spa and using those points to pay for your stay. By leveraging your...
by Edwin Pereyra | Jan 9, 2016 | General
The Big Short ***½ (out of four) Michael Lewis’s 2010 book, “The Big Short” is by no means an easy read. More or less, it is an expose on the events leading up to the 2007-2008 U.S. financial crisis – perhaps the biggest crisis in American...
by Edwin Pereyra | Jan 29, 2015 | General
Our next step is to probably design an app that will be of value to our clients. But for now, we have revamped our website so that it is more mobile friendly. Come check it out. #MyRenoCPA