BIG BEAUTIFUL BILL Gives CA Business Owners a Rare Opportunity

Published: Mon, 11/24/25

BIG BEAUTIFUL BILL Gives CA Business Owners a Rare Opportunity I hope things are going well with you.Thanks to recent federal changes (What's being…

How Corporate Loan Services Can Support Your Business Growth and Tax Planning

Published: Tue, 10/28/25

Updated: Tue, 10/28/25

IMI ENEWS CLIP 2025.10.28 How Corporate Loan Services Can Support Your Business Growth and Ta PlanningIs Financial Fle ibility Holding Your Business…

Maximizing Retirement Income: Innovative Strategies Beyond 401(k)s and IRAs

Published: Sat, 09/13/25

Updated: Sat, 09/13/25

IMI ENEWS2025.09.12 Ma imizing Retirement Income: Looking Beyond the Usual Paths Securing lifelong income in retirement can feel…

7 Small Business Tax Strategies to Know for 2025

Published: Fri, 05/02/25

IMI ENEWS CLIP20250501 7 Small Business Ta Strategies to Know for 2025 As Q2 of 2025 approaches, now is the time to review your business’s financial…

Safeguard Your Financial Future with Fixed Indexed Annuities

Published: Tue, 04/22/25

IMI ENEWS CLIP Safeguard Your Financial Future with Fi ed Inde ed Annuities In today's unpredictable market, safeguarding your financial assets is…

5 Legal Secrets to Help Reduce Your Taxes

Published: Thu, 04/03/25

IMI ENEWS CLIP2025.04.03 Hello, As ta season approaches, it's crucial to e plore every opportunity to minimize your ta liabilities legally. At IMI…

"Exciting News! It Starts Now!

Published: Mon, 03/10/25

Hello, We are e cited to launch our Specialized Ta Division to help small and mid-sized businesses access $2.3 trillion in new funding. Advise your…

. . It Starts NOW!

Published: Fri, 02/07/25

Hello, It Starts NOW that you have the ability to help your business owner clients take advantage of every Local, State and Federal Ta Incentive…

. . Let's Talk About the $20 Trillion Medical Underpayment Market

Published: Wed, 12/06/23

Hello, I've got some e citing news to share with you. The medical underpayment industry is booming, worth trillions of dollars, and the best part is,…

. .Thursday Meeting!

Published: Wed, 10/11/23

Hello, It took a pandemic to make businesses realize that ta incentives e ist and should be a part of their annual ta planning. If you ever wondered…