Towne Advisory Blog

small business success dilecta wines orion strang paso robles
, ,

Small Business Success Story - Orion Stang, Dilecta Wines

In this week’s small business success story, we check out a business that practically ground to a halt during the shelter in place. Business at Dilecta Wines in Paso Robles, Calif. froze in March when Governor Gavin Newsom issued the stay…
Regal Tax and Law small business success
, ,

Small Business Success Story - Regina Unegovsky with Regal Tax & Law

In this week’s small business focus, we’re talking to someone who was perfectly positioned to help small businesses when the shutdown happened. Regina Unegovsky is the founding attorney of Regal Tax & Law. They're tax controversy specialists…
cost cutting finance accounting savings small business downsizing
, ,

Cost Cutting Measures to Reduce Spending on Accounting

The outbreak of the novel coronavirus and the shutdown that followed forced businesses to take a hard look at their business model. Even small and medium-sized business owners who made it through relatively unscathed are considering cost cutting…
ShillerLearning Montessori Teaching Homeschool
, ,

Small Business Success Story - Schiller Learning

This week, we’re featuring a business in the Towne Advisory circle that was called to the forefront when the COVID-19 crisis struck. ShillerLearning is a company that offers Montessori homeschooling curriculum for kids ages 3 to 13. Whether…
Securieon Group small business success pivot covid-19 coronavirus business advice
, ,

Small Business Success Story - Securieon Group

A few months ago, we started looking at small businesses within the Towne Advisory circle that are doing great things to help their businesses survive during this COVID-19 crisis. Recently, we talked to Tony Quintong, the owner of Securieon…
James Basurto Security and Cabling Solutions
, ,

Small Business Success Story - Security & Cabling Solutions

This week we’re highlighting business owner James Basurto, President of Security & Cabling Solutions, better known as SCS. For more than a decade, James’s company has served the Silicon Valley by putting the customer first. It is that…
estate planning valuation alternate valuation date estate taxes IRS
, ,

Alternate Valuation Date

When you’re dealing with a loved one’s estate, there can be a lot of foreign terms suddenly tossed at you. One of them may be alternate valuation date. This phrase may sound like gibberish and the explanation even more so. Figuring all of…
amber setter professional certified coach executive leadership coach
, ,

Small Business Success Story: Amber Setter, Professional Coach

Real Life = Work Life + Mom Life In this week’s small business success story, we highlight Executive Leadership Coach and sole proprietor Amber Setter. Amber is a Professional Certified Coach (PCC) who works with executives and other professionals…