LourdMurray
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From there we determine how and if we can help. When your CPA, attorney, or business manager are talking over your head, or you are simply faced with a new financial situation, we translate the complexity into actionable steps. Our goal is to provide insights into how you are really doing so you can make informed, intelligent decisions around your wealth.
12/22/2025
As we celebrate the holiday season, please note our adjusted office schedule for the week of December 22:
🎄 Tuesday, December 24: Offices will close at noon
🎁 Wednesday, December 25: Offices are closed
⭐ Thursday, December 26: Normal business hours resume
We hope you enjoy a warm and restful holiday. Thank you for your continued trust and partnership.
09/23/2025
The OBBBA is reshaping QSBS planning. For stock acquired after July 4, 2025, the 100% gain exclusion remains for 5+ year holdings, but the per-issuer cap jumps to $15M and the gross asset test rises to $75M. With a broader pool of eligible investments, now is the time to reassess entity choice and explore trust-owned structures to “stack” exclusions and multiply tax-free gains.
Want the details? Our latest white paper breaks down what the OBBBA means for your portfolio—get informed so you can act with confidence.
Breaking Down the One Big Beautiful Bill Act The One Big Beautiful Bill Act (OBBBA) of July 2025 offers strategic tax and investment opportunities for high-net-worth individuals.
Click here to claim your Sponsored Listing.
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Website
Address
10900 Wilshire Boulevard, 5th Floor
Los Angeles, CA
90024
Opening Hours
| Monday | 7am - 5pm |
| Tuesday | 7am - 5pm |
| Wednesday | 7am - 5pm |
| Thursday | 7am - 5pm |
| Friday | 7am - 5pm |
