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Vertical Advisors, LLP

Human Resource (HR) concerns for a privately held / small business.

Peter DeGregori, CPA and your host speaks with Sam Murray, CEO of Managease. Managease is a HR Consulting firm. HR consulting is becoming more of a hot topic with all the labor laws, and increased litigation. Get your HR organized. Sam can be reached at 714-378-0880 or www.managease.com.

Download | Duration: 00:48:55

Posted by Vertical Advisors at 5/13/2010 4:11 PM | Add Comment

The Banker's viewpoint of the financial crisis.

Peter DeGregori, CPA and Host, speaks with Chris Brahney, and John Barnes with City National Bank about the past and current banking industry.  City National Bank is a Los Angeles based publicly held bank with 72 offices, including 16 full service regional centers, in Southern California, San Francisco, Nevada and New York City. Chris or John can be contacted at 949-754-1500.  www.cnb.com

Download | Duration: 00:43:50

Posted by Vertical Advisors at 3/11/2010 6:42 PM | Add Comment

Tax & Legal issues with Short Sales and Foreclosures.

Your host, Peter DeGregori, CPA and guest Jeff Resnick, an attorney with Vogt & Resnick (www.vogt-resnick.com) discuss the legal and tax issues and ramifications regarding short sales, foreclosures and loan modifications.  They also speak about credit considerations.  This is a hot issue which we have found most people are not educated about.

Download | Duration: 00:34:28

Posted by Vertical Advisors at 3/19/2009 8:03 PM | Add Comment

Client Update – Spring 2009


Click here to download our latest Client Update in .PDF format. (Client Update - Spring 2009)

Posted by Vertical Advisors at 2/14/2009 1:55 PM | Add Comment

2008 Year End Planning - (Year-end planning considerations for 2008)


Posted by Vertical Advisors at 12/3/2008 9:20 AM | Add Comment

Tax & Business – Winter 2008 (Tax updates for small business)


Posted by Vertical Advisors at 12/3/2008 9:17 AM | Add Comment

Client Update – Winter 2008 (Tax updates for individuals)


Posted by Vertical Advisors at 12/3/2008 9:05 AM | Add Comment

Affordable Legal Protection Resources

Peter DeGregori, CPA and Brooks Champagne, President of CreditorsIT talk about Prepaid Legal Services and how it has helped them with their personal and business legal issues.  Listen to find out how it can help you.  For more information on any of the Prepaid Legal Services or Identity Theft Protection, go to www.prepaidlegalservices.com/hub/peterdegregori

Download | Duration: 00:39:07



Posted by Vertical Advisors at 8/21/2008 9:00 AM | Add Comment

Real Estate Taxation and Passive Activity Rule

Peter DeGregori discussed the complex tax laws revolving real estate taxation, real estate professional, material participation, active participation and the common mistakes that many CPA's and taxpayers make.  He also discusses how the passive activity rules also affect a non real estate activity, including vacation rentals, second homes, and other activities.  This is one of the most requested topics that Peter discusses.

Download | Duration: 01:19:14



Posted by Vertical Advisors at 7/7/2008 2:00 PM | View Comments (1) | Add Comment

How are CPA's different, and how to choose a CPA that is right for you.

Peter provides some insight on how to choose the CPA or tax preparer that is best for you.  He explains and provides examples that all CPA's are not the same.

Download | Duration: 00:19:25



Posted by Vertical Advisors at 7/3/2008 1:00 PM | Add Comment
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