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

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

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.

When Does Your Personal Car Become a Commercial Vehicle?

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

 

Bitcoin 101

Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

View all articles arrow

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Doubling Your Money

This calculator demonstrates the power of compound interest.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Federal Income Tax

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

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

View all calculators arrow

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

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

An Inside Look at Retirement Living

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

View all presentations arrow

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

View all videos arrow