“Client Advisor” – May 2018 issue

The May issue of our “Client Advisor” newsletter is now available! In this issue:

  • OCBJ article: The Critical Role of a CPA Firm in Bank Financing
  • Firm News: A Musical Gem
  • Tax Calendar

READ THIS ISSUE

OCBJ article – Litigation Support for Real Estate Disputes

Debbie Dickson recently wrote an article in the Orange County Business Journal in the “Real Estate Law” special supplement.  The article, “Litigation Support for Real Estate Disputes,” provided examples of how Smith Dickson has been involved in a wide range of these matters.   These have included:

  • Misappropriation of Funds/Fraud
  • Creditors’ Rights
  • Probate/Trust Beneficiary Disputes
  • Development and Contractor Disputes
  • Escrow and Title
  • High-Stakes Marital Dissolution Matters

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OCBJ Article: The Critical Role of a CPA Firm in Bank Financing

OCBJ banking finance 2018

Debbie Dickson recently wrote an article in the Orange County Business Journal in the “Banking & Finance” special supplement. Here is an excerpt from the article:

A proactive, knowledgeable and well connected CPA firm can make a major impact on the ability of a company to obtain bank financing. Recently a $30 million company was declined a renewal of its working capital line of credit and term loan due to failure to meet its required ratio covenants. Management had tried to find replacement financing through a loan broker but had been unsuccessful. Smith Dickson CPAs were called upon to make introductions and to arrange this critical financing.

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