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Momentum first, compliance second (Quick Tip!)

Momentum first, compliance second (Quick Tip!)

by Stephen Morris, CPA, MBT, CCIM | Feb 13, 2023 | Uncategorized

Very often, I’ll get calls or emails from prospective clients asking me how to construct the perfect tax planning strategy to meet their needs. Usually, they start off the call with a very excited introduction into their business plan but then the conversation quickly...
Decoding Real Estate Risks: A Guide for Investors

Decoding Real Estate Risks: A Guide for Investors

by Stephen Morris, CPA, MBT, CCIM | Jan 27, 2023 | Real Estate

Today I wanted to address an issue that is near and dear to my heart. I’ve been in the real estate world as of the time of this writing for close to 19 years and an owner and developer for nearly 10 years. As a native to Los Angeles, I’ve seen this city change from...
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