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I Confess: Thinking of Food. Even on Vacation.

As the leader of our firm’s food and beverage practice, I never take a day off from my passion for this industry. I recently returned from a two week vacation in Japan and had the opportunity to visit the famous Tsukiji fish market. A must see! Why? The Tsukiji fish market is the largest fish market in the world and accounts for 90 percent of all seafood that passes t [...]

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Amazing Amazon Wholly Owns Whole Foods

If you haven’t been living under a rock for the last decade, it’s a good bet that you have used Amazon to purchase something. The online retailer giant, started by Jeff Bezos out of his garage some years ago has dominated the online space, with competitors like Jet.com and traditional box stores struggling to stop the grip it has on the industry. With a surge in Amazo [...]

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California State University Entertainment Alliance and Inspiring Future Leaders

Did you know that Gwen Stefani, Eva Longoria, Jeffrey Tambor, Annette Bening, Kathleen Kennedy, Peter Casey, Steven Spielberg, among many other leaders in the entertainment industry, graduated from a CSU campus? CSU continues to foster and develop the next generation of leaders in our entertainment industry. As a CSUN graduate and a member of the California State Uni [...]

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Top 5 California Tax Planning Opportunities

Weather aside, a rapidly growing economy and profitable marketplace has named California one of the most desirable states for new and expanding businesses and individual taxpayers. One major obstacle that taxpayers face when seeking to enter into, or expand in California, is state taxes. California is a high-tax state with some of the highest sales/use, personal incom [...]

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Do You Know How Long it Takes $1 to go Through Your Operations Cycle?

By: Rick Weis Providing audits to clients is what I’m trained to do. But what I also love to do is help my clients evaluate their effectiveness and efficiency to optimize success and future growth. Asking clients questions to diagnose where opportunities lie for improvement is also a critical part my job. If you asked management of most companies, they would tell yo [...]

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Mission Related Investing

In our recently released whitepaper, The Give and The Get: The Future of Philanthropy, we noted that many nonprofits are now investing funds in a way that promotes equity. These investments are made with the intent to generate a measurable, beneficial social or environmental impact alongside a financial return. Of our survey respondents, 23% invest all or part of thei [...]

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