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Tom Bass’ Two Financial Exercises To Strengthen Your Family Finances

All of the tax media outlets (and even some non-tax ones) were shouting about a new Government Accountability Office (GAO) report that showed that (gasp) ..
New (and Old) Tax Scams Taxpayers In Orange County Need To Know About

You’d think that this would be about golf, since here we are smack in the middle of summer. But I’m ..
Orange County Families Should Not Neglect Estate Planning

How is your summer rolling along for you? I’d love it if you sent us an update on what you have ..
Achieve Financial Independence in Orange County by Outsourcing

If you pay close attention to the news media (which I don’t advise, but in our digital world, it can ..
Tom Bass’ Four Tips On How To Think About Money

It’s been a great pleasure to reconnect with some Orange County clients this past week, as we have had the ..