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.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Saving for College 101
Here’s a crash course on saving for college.
Do your insurance needs stay the same when the nest empties?
To choose a plan, it’s important to ask yourself four key questions.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Here are 4 great, and sometimes unexpected, places to raise a family.
This questionnaire will help determine your tolerance for investment risk.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
A special needs trust helps care for a special needs child when you’re gone.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Investors seeking world investments can choose between global and international funds. What's the difference?
A bucket plan can help you be better prepared for a comfortable retirement.