Join us for our 7th Annual Cutting-Edge Financial Tactics Brunch Saturday, October 28 in Costa Mesa, CA with Keystone CPA, Exeter 1031 Exchange, uDirect IRA Services, and Barthcalderon Attorneys as we explore some of the biggest mistake investors make and how to avoid them.
This week Bruce Norris is joined by Amanda Han and Matthew MacFarland. They are the owners of Keystone CPA in Orange County. Matt has over 20 years of experience in public accounting as a CPA and tax strategist. He has worked for both the Big 4 and regional CPA firms. Amanda has over 18 years […]
“Sorry, you need to ask your CPA, attorney, and/or other expert?” It’s so frustrating! We know, you’ve got this burning question on an investment or the structure of a new entity and you’re forced to bounce between experts who don’t always agree. It drives us nuts too! Our 8th Annual Cutting-Edge Financial Tactics Breakfast Saturday, […]
This week's radio show hosts are both Bruce and Aaron Norris. I Survived Real Estate is next week, and typically within three or four weeks after that, they have the annual Financial Tactics Breakfast. This is the ninth year, which is very difficult to believe, and it has become more popular over time. They started […]
This week's radio show and video guests are Amanda Han and Matthew MacFarland of Keystone CPA alongside Bruce and Aaron Norris. Today, they will discuss tax impacts, SBA loans, California resources, and much more. Matt and Amanda will be answering some of Bruce and Aaron's questions regarding primarily the stimulus package, what is in it for […]
This week's radio show and video guests are Amanda Han and Matthew MacFarland of Keystone CPA. See also full video and resources. Matt and Amanda will be discussing with Aaron Norris different topics related to updates with how things are being handled with the coronavirus, including loan forgiveness, people's main concerns when it comes to uncertainty, […]
