Blog
Estate Planning – What to Expect in 2022
Click on the image above to view this video. Estate Planning - What to Expect in 2022 In this episode, Gita Nassiri, CPA, JD, MBT and Catherine Magaña, CFP® discuss Estate Planning for 2022 and some changes that have occurred. So if you want to prepare...
Keys To Building A Business Authentic To Who You Are
If you want to turn your ideas into reality, transform your business authentic to who you are and design the life you’ve always desired. Then you should watch this discussion between Catherine Magaña, CFP® and Corryn Kivett.
#1 Ability Of A Business Owner
In this quick minute, they discuss the most common mistake that every business owner should avoid.
The #1 Mistake Every Business Owner Must Avoid
Catherine Magaña, CFP® and Corryn Kivett discuss how to build a business authentic to who you are and what you truly want. In this quick minute, they discuss the most common mistake that every business owner should avoid.
The Biggest Myth About Business Ownership
Click on the image above to view this conversation. The Biggest Myth About Business Ownership Catherine Magaña, CFP® and Corryn Kivett discuss how to build a business authentic to who you are and what you truly want. In this quick minute, they discuss what the...
A Conversation About The 2021 Biden Tax Plan and Federal Tax Proposals
In this episode Catherine and Rachel Ivanovich discuss the 2021 Biden Tax Plan proposals including, the child care tax credit, long term capital gains, tax gains at death, 1031 exchanges and more.
Find Us
2131 Palomar Airport Rd.
Suite 330
Carlsbad, Ca 92011
Phone
(760) 692-5700
FREE Consultation
Click here to schedule a free consultation with us.