Business
Retirement Accounts: Trusts as Beneficiaries
I hope you’ve enjoyed the holidays. As we ring in the New Year and start our client review cycle, one of the things that we do for our clients is to review the beneficiary designations of their retirement accounts (pensions, IRAs, etc.). This is important because the beneficiary designations that you elect control who gets […]
Terra Restaurant – A Star on El Cajon Boulevard
Time sure flies by quickly. I felt as if I hadn’t seen Jeff Rossman for about a year. It turns out to have been almost four years. Of course, I ran into him occasionally at events that he catered. But I had not dined at his restaurant for such a long time, too long. Don’t […]
Retirement Accounts: Distribution Rules
With the year-end approaching, an important deadline for retirement account owners is also coming, so this column will deal with some of the rules surrounding IRAs and distributions. A significant caveat applies here: the rules can be very complex and people have literally written books on the topic. So I won’t be able to cover […]
Tax Efficient Charitable Giving
A couple of months ago, I wrote about having a charitable giving plan, and how that can allow people to be strategic about their charitable gifts. As tax rates have been on the rise lately, many people have been looking for ways to reduce their income tax bill while benefitting the community. The whole point […]
“It’s a Beautiful Day in this Neighborhood, a Beautiful Day for a Neighbor”
by Trish Watlington, president, Mission Hills BID But… would you know that The Washington Street Maintenance Assessment District (WSMAD), established in 1998, was a big part of the beauty in Mission Hills? The purpose of the WSMAD is to install and maintain the landscaped medians, trees, and other aesthetic improvements on Washington Street that replaced […]
Jazz 88.3 FM Named 2014 “Station of the Year”
Local nonprofit radio station KSDS-FM (Jazz 88.3) has been named the 2014 “Station of the Year” (markets 1-25) by JazzWeek Magazine. The station was awarded the same distinction in 2012. “It’s an honor to be recognized for a second time by our loyal listeners and jazz industry leaders with this prestigious award,” said Jazz 88.3 […]
Champion Quality — The Patio on Goldfinch
A champion is a winner. Gina Champion-Cain is a winner in much more than name. She’s a winner in her real estate business, her lifestyle branding and marketing, and her ventures into retail marketing, Over the past several years she has also established herself as a winner in the local restaurant business. About 15 months […]
The Mission Hills Business Community Has a New Leader
by Ginny Ollis The Business Improvement District (BID) for Mission Hills has a role of promoting local businesses and providing them with leadership to be their voice in government issues. BIDs provide services, such as cleaning streets, providing security, making capital improvements, construction of pedestrian and streetscape enhancements, and marketing the area. The services provided […]
Charitable Giving is on the Rise
By Rick Brooks According to a report by Giving USA, gifts to charity totaled $335.2 billion last year, up 4.4 percent from 2012 and almost back to the peak levels reached in 2007. I’ve also had the pleasure of being able to assist some very generous clients with their personal gifts recently, so I thought […]
