Broker Check

(949) 474-7012

23 Corporate Plaza Dr. Suite 150

Newport Beach, CA 92660

The Power of Tax-Deferred Growth Professional Money Management Business Services

 

R.M. White & Associates CPAs has been serving Irvine, Newport Beach and Orange County businesses and individuals since 1984. Our firm’s unique, hands-on style has helped companies grow from the seed of an idea to mature profitable enterprises and their owners enjoy financial security and wealth.

How Can a CPA Help Your Small Business?

As a small business owner, you juggle many competing concerns every single day, from how to hire staff, how to draw in new customers, and how to pay the bills on time. You don't have to struggle alone. Whether you're brand-new to owning a business or are a seasoned entrepreneur, we can help guide you to becoming more efficient, effective, and profitable. Our experienced team members work with businesses just like yours every day and can provide you with the expertise you need to grow. To see how a CPA can help your business please visit our business services page.

Helpful Content

To Catch a Thief

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Forecast

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

The New Wild West: Bitcoin

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

 

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Options When Your CD Matures

Knowing your options when a CD matures can help you make a sound investment decision.

View all articles arrow

Saving for College

This calculator can help you estimate how much you should be saving for college.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

View all calculators arrow

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

View all presentations arrow

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

View all videos arrow