Thank you to Michael Goldman of Michael Goldman Consulting for the instantaneous response when I was looking for a connection to someone at East West Bank. Much appreciated!!

Many thanks to Denise Boroff of Necie Business Insurance and Solutions, for her generosity of time and information. Among the many business services that Denise provides, is AFLAC (a much-needed protection that everyone should have, BTW). I am not even Denise's client for that service (worked with the wonderful Stephen Strocker on that, may his memory be for a blessing), but she was kind enough to let me know about a COVID-19 payment deferral program that AFLAC is offering to its insureds, and to continue to answer my questions. Thanks again Denise!

Thank you to Valerie Dufix, of Dufix Business Loans, lender extraordinaire, who needed a specialized type of funding for a client of hers, and reached out to me as a resource.

Thank you, Eric Olson, of Baker, Olson, Lecroy, and Danielian, for answering my needs request for a contact within the video game industry, for a friend of mine. Much appreciated!

Thank you to Chris Lake of Business Group Resources who referred one of her clients to me, for a business loan. I was able to offer them both a short term and long term solution to their financing needs.

Michael is an expert in the area of valuations and royalty audits, not to mention a wealth of knowledge on the IRS. With 27 years of experience with the IRS, be brings a unique perspective and inside view of the types of things they see and what they looks at when selecting businesses for audits. He is generous with his knowledge and time. I look forward to working with him on a few royalty audits in the future.

I'd like to thanks James for referring me to one of his very important clients to consult on R&D credits. This was a security company, so it wasn't immediately obvious to the untrained eye exactly what that might have to do with R&D. But James had the perspicacity to understand and appreciate the potential there and to open a dialog on it with me. After just a few minutes of conversation, it became obvious that there was substantial R&D in what they do, as every venue and every event has custom elements to the planning. Beyond the referral, I very much appreciate that James felt comfortable enough with me to place his trust in me to handle this client. It meant a lot to me because we hadn’t worked together before. Rest assured James, I will treat any referrals from you like gold!

I'd like to thank Bryan Denove of Northwestern Mutual. He is a wonderful networker and a prolific adviser. He has been a wealth of referrals and together we are collaborating on a growing number of cases. All Cities is lucky to have him.

I'd like to thank J.P. Hamlett Sr. of Advanced Planning Strategies. He referred me to a client of his, who was in turn referred to him by a CPA firm. This client is a 32-year-old, affluent attorney, whose CPA recommended that he set aside some of his considerable earnings in a safe, tax efficient, life insurance bucket. J.P. asked me to design a solution that would allow this young man to obtain Premium Financing so that his bucket could be filled using other people's money. This client provided a case study for a presentation that I will be giving on January 27th in Encino. J.P. is a pleasure to work with and is one of the most prolific relationship-developers I have met. I look forward to collaborating with him on many more cases.

I want to thank Nelinia Varenas of Breakthrough SEO Marketing (breakthroughseomarketing.co) for the support and effort to launch our Automotive Dealer Services website (atlante-ds.com) and market our offerings in this space.