Vertical Advisors, LLP

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

2010-05-14T00:11:00Z

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.

The Banker's viewpoint of the financial crisis.

2010-03-12T02:42:00Z

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

Tax & Legal issues with Short Sales and Foreclosures.

2009-03-20T04:03:00Z

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.

Client Update – Spring 2009

2009-02-14T21:55:00Z

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

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

2008-12-03T17:20:00Z

2008 Year End Planning

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

2008-12-03T17:17:00Z

Tax & Business – Winter 2008

Client Update – Winter 2008 (Tax updates for individuals)

2008-12-03T17:05:00Z

Client Update – Winter 2008

Affordable Legal Protection Resources

2008-08-21T17:00:00Z

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

Real Estate Taxation and Passive Activity Rule

2008-07-07T22:00:00Z

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.

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

2008-07-03T21:00:00Z

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.

Tax Summary for 2008 Economic Stimulus Act

2008-04-09T20:18:00Z

Vertical Advisors Press Release March 2008

Welcome to the Vertical Advisors Blog.

2008-04-09T15:36:00Z

Please let us know if you have any topics you would like to see discussed in future episodes.

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