Greetings Alexis, Thanks for the shout out at the ACN Woodland Hills meeting. It was a pleasure to interact with you regarding your upcoming training video. I am confident the video will be a smashing success given the urgency of the subject matter. You are providing an invaluable service to business owners and employers in the state of California. All the best to your production efforts with the video!
Howard, Thank you for personally introducing me to litigator Michael Justice. That was very kind of you to do that. Also, I appreciate your consideration regarding engaging my firm's witness preparation services to prepare your client for deposition and trial. I am looking forward to assisting your firm with ensuring that your client is well prepared for direct and cross examination. Again, thanks for your kindness, Howard!
Steve, Thanks for bringing my firm on board to create trial exhibits, and to present the evidence in court on behalf of your client. It was a pleasure to meet with you to review the evidence exhibits after the ACN Woodland Hills meeting. Your communication is always open and clear. No ambiguity, and I really appreciate that. It is a total pleasure to work with you!
I have had the great pleasure to work with Lorraine Jones over the past 2 years and aside from being the most knowledgeable in Reverse Mortgages she has proven over and over to be one of the most thoughtful and caring person that I have had the opportunity to work with. We recently worked together in representing a handicapped woman wherein Lorraine selected me to sell her home in Redondo Beach and upon that sale Lorraine would provide a Reverse Mortgage for her to purchase a new condominium. I represented this woman on both the sale and the purchase. Lorraine handled the purchase of the condominium utilizing a Reverse Mortgage. This new loan went through easily and quickly within 30 days specifically because of Lorraine's knowledge and her highly skilled support team. The follow-up and communication between everyone was remarkable and so appreciated. It also became apparent to me from the start that the most important person in this transaction was always the client. Lorraine was looking out for her during the sale of her home as well as the purchase of her condominium making sure everyone was doing their very best and to close escrow on time. This was truly an amazing experience working with such a professional. Thank you Lorraine!
Real Estate Broker , RE/MAX Olson
Shout out to Peter Stephan- our illustrious Tax Resolution Go To Person. Peter, at SST Tax Resolution helps clients reduce their mind boggling, excessive tax assessments to a small fraction of what the taxing agencies originally wanted. About six months ago, Peter had a client who needed his expertise. Peter realized that the former accountant for the business overlooked the fact that significant tax credits( Research and Development Expenses –“R&D”)-in the hundreds of thousands of dollars- were available and were not used to reduce prior years’ tax liabilities. Peter asked Marcum to assist him in researching the “R&D” expenditures, from the accounting records, and analyze and determine the exact amounts available for use. We were able to commence work within a few days (there was a 10 day Statute of Limitations deadline) of his call. This resulted in insignificant tax recoveries, as well as the availability of credits to be used against future tax liabilities. Marcum and I thank Peter for the opportunity to work with him on this case
Accountant , Marcum LLP
Thank you, Marty and Marcum, for helping me handle the research & development study and calculation for research credits for what has turned into one of my largest clients. As you might expect, there was a time issue involved in that the statute of limitations for amending prior year’s tax returns was going to expire in 10 days. Marty, and the team at Marcum, got a complex job done in record time enabling my client to utilize over $500,000 in research & development credits that would otherwise have been lost.
Accountant , Tax Resolution Institute
I would like to thank Franklin Pelletier, an attorney concentrating in high value injury and damage cases, plaintiff's employment litigation, and mediating significant disputes. Franklin reached out to me to consult with a former officer of a tech startup. Thanks Franklin for thinking of me to consult with this potential client.
Attorney , Howard M. Loeb P.C.
I would like to thank Steve Lavaeddin, City National Bank, for contacting a former client who now lives overseas & needed to change banks here in the USA. My clients were extremely happy with Steve's response & how quickly he got everything going for them. Thank you Steve!
Residential Real Estate , Compass
I would like to thank Greg Offsay, Illi Commercial Real Estate, for getting me referral for Commerical Real Estate Appraiser for close friend. Greg was very quick in getting back to me. Thank you Greg!!!
Residential Real Estate , Compass
I'd like to thank Ramon Grijalva with Venture Advisors. A new client who came on board subsequent to the sale of his business is now having an issue with the buyer. Ramon took some time out of his day to pass along his thoughts on the matter. Thank you Ramon!