Videos

Opportunity Zones: Join a Fund or Start Your Own? by Nate Miller, CPA

In March 2019, we released the article How to Seize the Opportunity of Opportunity Zones. In it, we outlined the exciting opportunities for new investment options in low-income areas including the tax benefits of deferring recognition of capital gains. We received so much positive feedback and interest that we decided to give you a follow-up. To read the full article, click here: http://bit.ly/376eghS
Date:January 16th, 2020
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Ag Case Study: Conducting a Business Valuation for Succession Planning by Marty Fox

When it's time for the next generation to take ownership of a family business and handle the day to day responsibility in the business you need to first understand the value of the company. This case study outlines the process of understanding that value and how the transition of leadership and ownership would be managed. To read the full case study click the link below: https://bit.ly/38DzuFk
Date:January 8th, 2020
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Switch It Up with New QuickBooks Features by Tami Davis

It’s very easy to get into a routine of logging on to QuickBooks, doing your daily tasks, and logging out. But you could be missing the opportunity to utilize some of the new features QuickBooks releases because you’re not exploring. Check out our latest article by Tami Davis at the link below for features you could be benefitting from on both Desktop and Online. https://bit.ly/2CIV3Wj
Date:November 14th, 2019
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Do You Need a Succession Roadmap? by Jeff Bowman, CPA

Every family and every business is unique and that's why we never take a standardized approach to succession planning. Our Succession Roadmap is a written document that helps guide the process and provides a way for you and your family to review important considerations. Click the link below to check out the full article on creating a plan for your family. https://bit.ly/2IDuNQh
Date:October 10th, 2019
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Will You Always Be Able to Farm on Your Land? by Stephanie Banuelos

As you’ve probably noticed in the news, water is reshaping the agricultural landscape — literally. This article discusses how these changes might effect farmers in the Central Valley and some contingencies they can make to secure revenue from their land. Click the link below to read the full article. https://www.grimbleby-coleman.com/resources/articles/How-Are-Water-Regulations-Affecting-Your-Land-s-Value-
Date:July 1st, 2019
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New Employment Laws: How Will They Affect Your Business? by LeeAnne DeCosta

A slate of new employment laws came into effect on January 1, 2019, and they’re just the beginning of an ongoing increase in changes to California’s minimum wage and overtime regulations. Read the full article by LeeAnne on how these changes will affect your business at the link below. https://www.grimbleby-coleman.com/resources/articles/New-Employment-Laws-How-Will-They-Affect-Your-Business-
Date:June 4th, 2019
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