In the Media
Media Mentions
- FlatFeeAdvisors.org - When to Make the Switch to S-Corp?
- FlatFeeAdvisors.org - Unlocking the Backdoor Roth: Facts, Myths, and Best Practices for 2026
- FlatFeeAdvisors.org - Unlocking Tax Savings: Section 179 Expensing and Bonus Depreciation for Business Owners
- FlatFeeAdvisors.org - How To Diversify An Equity Portfolio
- Money Minute Podcast w/Marguerita Cheng - How to Incorporate Mindfulness into Personal Finances
- FlatFeeAdvisors.org - CA Law Affects Small Business Owners
- MSN - Game On: Can These Online Games Teach Kids the Value of Money?
- Wealthtender - Game On: Can These Online Games Teach Kids the Value of Money?
- InvestmentNews - AdvisorFinder platform aims to put prospective clients in the driver’s seat
- VettaFi - Financial Planning Needs a Makeover!
- Radical FIRE - Expert Secrets On How To Trim Your Tax Bill In 2023
- National Mortgage News - Home equity products still have image problems, survey finds