Thanks again to Chris Lake! Chris sent me a referral who has become a client. Great way to start the new year!

Julie Widener of Allegent Group, LLP, a Certified Public Accountants and Advisor firm referred a client to me that required a partial interest discount in an LLC holding an apartment complex. I very much appreciate it. Thank you Julie!

I recently had a great meeting with Stacy Benda , CPA. She has impressed me with her tax mitigation strategies for Corporations, and Business owners. Having a 1:1 with her is a great use of your time if you also work with High Net Worth Clients, or business owners.

I had a great meeting with Sid learning about DST, TIC, 1031's and Conservation Easements. A great resource!

I had the pleasure of connecting with Rhonda as we prepared for her to be a guest speaker at the DT Santa Monica meeting in November, as well as my regional branch managers' meeting. Rhonda was gracious enough to spend a few minutes with me during a phone call to briefly look through my LinkedIn profile and give me her professional opinion and a few pointers on how I can improve my presence and image on LinkedIn. I must say...I was blown away with her expertise and innovative ideas and I made several changes she recommended. Almost instantly I started to receive more relevant connection requests and even a few leads from my network. I highly recommend anyone who is on LinkedIn to consult with Rhonda and let her do a quick audit of your profile and indulge in her expertise in helping you leverage LinkedIn to increase your presence and gain more business. Thank you Rhonda!!

Thank you, Chris, for taking care of our clients. Chris is preparing a Research and Development credit for an entertainment client. They qualify based on their research in sound. Their credit is approximately $25k. Chris really knows her business!

Thank you to Michael Perlmutter for his valuation expertise. He is working quickly and professionally on a discounted valuation for a 100 unit apartment building in Los Angeles. Most people in his industry are back logged a few months.

I had a great conversation with Mr. Levine regarding Property and Casualty Insurance. I am impressed with his deep knowledge of the insurance carriers, underwriting and High Net Worth coverage.

A big thank you to Jason Stone, wealth advisor with Secura Financial Planning and Wealth Management, for referring me to a client of his who is purchasing a boat in Canada for $320K CAD. My people were able to save the client $12,096 USD on the conversion of the funds vs his bank (a 4% difference), and no foreign wire transfer fees. He is a very happy client! Thanks again Jason!

I wanted to thank Dante Miller for the opportunity to present to his team. It was great to be able to discuss industry changes as well as provide some education and helpful tips, so they can be the best resource for their clients. Your team has already started reaching out, and I'm ever so grateful for the referrals! Looking forward to providing additional value to you and your team.