Custom Content | Trusted Advisors

Allie Beth Allman & Associates

The Perry Report – Insight into Dallas/Forth Worth Real Estate
With approximately 300 Californians a day moving to the state of Texas and many others considering investing in the Lone Star State… Read More.

J.P. Morgan Private Bank

Use Summer Gatherings for Wealth Conversations with Family
Summer family gatherings can create opportunities for parents and… Read More.

Greenberg Glusker

Be Prepared: Using Public Relations to Manage a Dispute or Stop it in its Tracks
Earthquake kits can be life-saving—a curated assemblage of food, water, and other survival supplies… Read More.

J.P. Morgan Private Bank

Growing and Preserving Your Wealth in Times of Uncertainty
In 2018, J.P. Morgan Private Bank opened our first Private Bank office … Read More.

GREENBERG GLUSKER

Cannabis Companies are Taking a Hit in Court
Those who entered into California’s cannabis industry expecting to reap surging profits may find the current… Read More.

JPMORGAN CHASE

Going Global? What to Consider Before Doing Business Overseas
Los Angeles’s ports see more goods coming from Asia than anywhere else in the country….. Read More.

JPMORGAN CHASE

Three New Year’s Resolutions for L.A.’s Business Leaders
2023 is upon us and so is the time for New Year’s resolutions…. Read More.

MICHELMAN & ROBINSON, LLP

With Economic Headwinds Blowing, the Time Is Now for Legal Housekeeping
As Los Angeles-area businesses continue to combat inflation, rising interest rates and navigate a tight labor market… Read More.

JPMORGAN CHASE

The Importance of a Cybersecurity Checkup
As Los Angeles-area businesses continue to combat inflation, rising interest rates and navigate a tight labor market… Read More.

J.P. MORGAN PRIVATE BANK

Giving Impactfully in Times of Crises
After experiencing the effects of war, advising on best practices for philanthropic giving… Read More.

EDELMAN SOUTHERN CALIFORNIA

Market Uncertainty Creates Opportunity
Investors in the public and private markets continue to grapple with uncertainty… Read More.

EDELMAN SOUTHERN CALIFORNIA

Leading in a Time of Distrust
The general public’s trust in the four major institutions – business, NGOs, government, and media– has taken a hit these past few years…. Read More.

EDELMAN SOUTHERN CALIFORNIA

Why Trust Drives Growth, Even During Downturns
It’s no secret that market downturns, inflationary environments, and recessions cause companies to tighten their belts and hold investments until market conditions rebound… Read More.

GHJ Advisors

What is the Government Doing to Combat Fraud in 2022?
The U.S. Department of Justice (DOJ) recently released “Fraud Section Year in Review 2021.” This annual report showcases not only what the DOJ accomplished in 2021 but also provides insights on its priorities for 2022… Read More.

Thompson Coburn LLP

Altered Reality: Rethinking Retail Lease Clauses in the COVID Era
As businesses begin to resume operations, retail tenants and landlords face a stark new reality: Lease terms agreed to in pre-COVID times may no longer be applicable or even reasonable in this new setting… Read More.

RAINES FELDMAN LLP

Terminating and Enforcing Contracts in the Age of COVID-19
With COVID-19 impacting companies of every size, force majeure clauses are more important than ever. Depending on the language used, the COVID-19 pandemic could be a basis to excuse performance under a contract… Read More.

BANC OF CALIFORNIA

Healthcare Practices Should Look to Post-COVID Opportunities
Pent-up demand and new technologies will alter the landscape as the crisis eases, and the time to prepare for that is now… Read More.

UNION BANK

Solving the Succession Puzzle: 5 Tips to Ensure a Smooth Transition
A properly structured succession plan can help you understand the value of your business, preserve that value and its growth potential, and pass it on intact to leave a legacy… Read More.

HOLLAND & KNIGHT LLP

Thoughtful Estate Planning – Is It Really Necessary?
The short answer is yes, but it’s not a straight path to the goal. The modern family structure continues to evolve from the Leave It To Beaver days to a more complex version of the Brady Bunch, with blended families made up of stepsiblings, half-siblings, and exes from multiple marriages and non-marital relationships… Read More.

FIRST BANK

Downsides and Challenges to Growth
Typically, growth and expansion are indicators of a healthy business. However, there are typically many misconceptions and a greater story behind those growing businesses. It may be easy to get caught up in others’ success stories… Read More.

INTREPID INVESTMENT BANKERS

Diagnosing Healthcare M&A for the Rest of 2019… Healthy or Sick?
Intrepid’s Healthcare team routinely interacts with strategic buyers and private equity investors active in the sector, which gives it a unique insider’s perspective on the pulse of the market. We’ve completed three transactions… Read More.

FIRST BANK

Tips for a Successful Leadership Transition
It can be hard to let go. Whether it’s your own business, or you’ve been entrusted with leading a business, you invest so much to ensure its success. When it’s time to move on, you want to not only make sure the impact of all your hard work carries on… Read More.

LOCKTON

New Ruling Promotes Fairness & Cost Effective Solutions to Construction Defect Claims
Developers and builders have long struggled with costly lawsuits brought by homeowners. Many construction defect complaints are filed by attorneys who simply cut and paste the name of a builder onto a pre-prepared form, overinflating defects without regard to actual issues… Read More.

CBIZ and MHM

The Challenge with EBITDA
With the stock market wobbling and global economic and political instability on the rise, savvy investors will look beyond their stock portfolio for liquidity in 2019… Read More.

CBIZ and MHM

Biotech Companies Need Creative Funding Solutions
With the stock market wobbling and global economic and political instability on the rise, savvy investors will look beyond their stock portfolio for liquidity in 2019… Read More.

LOCKTON

Insurance Due Diligence Matters
Companies involved in M&As understand the importance of financial due diligence to ensure knowledge of assumed obligations, the nature and extent of a target’s contingent liabilities, real and intellectual property issues, litigation risks and more… Read More.

BORRO PRIVATE FINANCE

The 5 Top Myths of Luxury-Asset Lending Unmasked
With the stock market wobbling and global economic and political instability on the rise, savvy investors will look beyond their stock portfolio for liquidity in 2019… Read More.

PARKVIEW FINANCIAL

Construction Costs Keep Rising
Commercial construction projects are at all-time highs in terms of dollar volume. Across the country, projects are cropping up at breakneck speeds with the sightline of many downtown areas overflowing with cranes…. Read More.

GREEN HASSON JANKS

U.S. Tax Law Changes: How Does This Impact Your Business?
This has been a monumental year in the area of U.S. federal and state and local taxes. We started 2018 strong managing the impact of the late December 2017 passing of historical federal income tax legislation, and then in June 2018, the U.S. Supreme Court ruled… Read More.

FIRST BANK

The Value of a Proper Balance Between Your Business and Your “Giving Back” Philosophy
Surrounding myself with the best has always been a strategy I have executed. This not only applies to my professional life, but it also applies equally to my “giving back” philosophy… Read More.

LOCKTON

Are You Still Operating Business As Usual?
Managing risk has become increasingly complex for law firms as they continue to evolve into large, global practices and face similar issues as any Fortune 500… Read More.

CBIZ and MHM

How Los Angeles-Based Investments Can Cut Your Capital Gains Tax
The tax reform act commonly known as the Tax Cuts and Jobs Act (TCJA) created the Qualified Opportunity Zone (QOZ) program, a unique tax incentive program for investments in designated low income communities… Read More.

FIRST BANK

How Charity Can Benefit your Family and Society When it’s Time to Sell your Business
An exit strategy for any business owner is just as important as the plan that keeps the business running and profitable. For closely-held businesses, deciding whether to sell and to whom is essential… Read More.

LOCKTON

California’s Sweeping Consumer Privacy Law – What companies need to know to mitigate their risk.
On the heels of the EU’s General Data Protection Regulation (GDPR), California passed the strictest privacy law in the country, giving consumers unprecedented control over their personal data and imposing new penalties on businesses that don’t comply… Read More.

FB Corporation

US Headquarters of Foreign Businesses

Major US Tax Reforms apply effective 2018 to all US businesses and investors – but they also apply to US headquarters of foreign businesses and investors… Read More.

FB Corporation

For Long-Term Success in any Business, Think Like a Farmer

For those of us who live and work in cities, the world around us is the ‘here and now.’ Everything is new. We work in office buildings that are probably younger than most of the people working in them… Read More.

CBIZ and MHM

How the New Tax Law Affects Private Equity & Venture Capital Companies
Considerable changes are coming to the private equity and venture capital industries under the new tax law informally called the Tax Cuts and Jobs Act (TCJA). Provisions generally take effect… Read More.

FIRST BANK

What is the Value of My Deposits?
Banks may be one of the most misunderstood institutions in the world, despite being heavily regulated. They advertise terms like “safe and secure,” yet… Read More.

FIRST BANK

The Importance of a Holistic Trusted Advisory Team
There are many recommendations regarding who you should look to as your trusted advisor. As a business owner, the first place to start is by aligning… Read More.

GREEN HASSON JANKS

Tax Reform Highlights

On December 22, 2017, President Trump signed the “Tax Cuts and Jobs Act” (“The Act”) into law. The Act constitutes the most massive reform of the Internal Revenue Code (IRC) since 1986…. Read More.

RSM US LLP

RSM Manufacturing Monitor Survey Results
Overall, the outlook for the manufacturing industry is largely positive, according to the 2017 RSM Manufacturing Monitor… Read More.

RSM US LLP

Four Tax Issues Driven by Organic Growth
Success often means pursuing growth outside your original operational footprint. Once you start crossing borders, whether by establishing a physical presence or by selling into new markets, your tax challenges multiply… Read More.

FIRST BANK

What Does Trusted Advisor Really Mean?
Often, the term “trusted advisor” is used in the business world. In fact, it’s so widely used that many may not truly understand what it means. Russ further emphasized the synergies: “We are trial… Read More.

RSM US LLP

Manufacturers can stay competitive with more strategic IT planning
It is a common scenario… A manufacturer’s legacy accounting and business management system is essentially a series of independent spreadsheets, which are difficult to maintain and often accurate for only one or two weeks… Read More.

FIRST BANK

Recourse vs. Nonrecourse Commercial Real Estate Financing
Generally, all income-producing properties, excluding unimproved land, are considered commercial real estate (CRE). The two financing options for CRE are recourse and nonrecourse loans… Read More.

FIRST BANK

Managing with Decreased Profit Margins
Many business owners face challenges to keep profit margins positive and cash flows in balance. While some factors can be internally managed, there are uncontrolled external factors that… Read More.

FIRST BANK

Holistic Wealth Management Offers Comprehensive Guidance for Busy Executives
Successful executives have mastered the art of surrounding themselves with trusted advisors. These trusted consultants are often their attorney, CPA, and financial advisor, skilled at providing specialized advice guiding them toward making informed financial decisions… Read More.

HOLLAND & KNIGHT

Preventing, Managing and Resolving Potentially Devastating Cyberattacks
Recent highly publicized cyberattacks, including WikiLeaks’ dump of CIA documents in early March and the hack of the Democratic National Committee in 2016… Read More.