Contact Us Client Resources Home About Us Industries Services Articles Jess S. Morgan & Company, Inc. your valued and trusted advisor since 1967. Jess S. Morgan & Company, Inc. has instituted a management team approach that provides a full range of business management and financial services. These include the following: accounting, insurance, intellectual properties, real estate, tax, and investment services. While having historically focused on the entertainment industry the company has expanded its services to a broader spectrum of clients. WHO WE SERVE Multi-family Office Actors Directors Startups Writers Executives Producers Nonprofit Musicians Athletes Doctors & Attorneys As the client’s needs grow and change our services adapt to meet these new challenges so we can ensure the client’s satisfaction. BUSINESS MANAGEMENT Jess S. Morgan & Company, Inc. is a full service business management firm, employing specialized professionals in all areas, who together with the client’s attorney, agent, personal manager, and other outside professionals plan and manage the client’s business and personal financial affairs. Since our founding in 1967 we have maintained a relationship to the client as a valued and trusted advisor. By entrusting their financial concerns to Jess S. Morgan & Company, Inc., the artist, athlete, entrepreneur or other high net worth individual can confidently focus on career, family and leisure. continue reading TAX PLANNING & COMPLIANCE When making sound financial and investment planning decisions, tax compliance and planning are a critical component. Jess S. Morgan & Company, Inc. provides the technical support required to comply with the tax law while taking advantage of all available tax-savings strategies. We maintain relationships with accountants and attorneys throughout the world having expertise in all areas of income and estate taxation. We are particularly familiar with the special tax issues and required planning that is unique to high net worth individuals and members of the entertainment industry. continue reading INVESTMENT ADVISORY Jess S. Morgan & Company, Inc. has been managing investments for high net worth individuals and corporations since 1968 as a registered investment advisor. Independent of our business management practice, we offer investment advisory services to clients interested in having their investment capital professionally managed. This division is led by experienced portfolio managers who manage the client’s individual, corporate, and retirement portfolios, which are structured to meet their investment criteria and objectives. Clients receive regular statements from both Jess S. Morgan & Company, Inc. as well as the independent custodian where all investment assets are held. continue reading Our range of services Business Management Investment Advisory Tax Planning & Compliance Insurance Management Real Estate Advisory Intellectual Property Administration Office Details: 5900 Wilshire Blvd. Suite 2300 Los Angeles, CA 90036 Tel: 323.634.2400 Fax: 323.937.6532 Contact Us RECENT ARTICLES Start-Up Accounting Methods (Hiring Employees) By: Jeremy D. Stahl, CPA There are 3 different options for managing your Start-Up venture’s accounting and financial operations, the Do-It-Yourself approach, outsourcing to a CFO/Accounting Firm, or hiring the employees directly. Each of these approaches has both positives and negatives and each may be the right fit for your Start-Up at different times of the growth cycle. This blog will address the third option: hiring employees approach. continue reading Start-Up Accounting Methods (Outsourcing) By: Jeremy D. Stahl, CPA There are 3 different options for managing your Start-Up venture’s accounting and financial operations, the Do-It-Yourself approach, outsourcing to a CFO/Accounting Firm, or hiring the employees directly. Each of these approaches has both positives and negatives and each may be the right fit for your Start-Up at different times of the growth cycle. This blog will address the second option: outsourcing to CFO/Accounting firm approach. continue reading Start-Up Accounting Methods (DIY) By: Jeremy D. Stahl, CPA There are 3 different options for managing your Start-Up venture’s accounting and financial operations, the Do-It-Yourself approach, outsourcing to a CFO/Accounting Firm, or hiring the employees directly. Each of these approaches has both positives and negatives and each may be the right fit for your Start-Up at different times of the growth cycle. continue reading What is a Private Family Foundation, and Why Set It Up? By: Jeremy D. Stahl, CPA A family foundation has an initial board of directors which typically includes the family patriarch and/or matriarch. Subsequent or additional board members usually consist of family members or close personal advisors that are familiar with the Founders’ goals and aspirations for the Foundation. When established, a private family foundation is funded with cash, appreciated securities, or other assets. continue reading Previous Next Home About Us Industries Services Articles Contact Us Site Map For comments or questions please contact info@jsmco.com, or call 323.634.2400 © 2005-2021 Jess S. Morgan & Company, Inc All Rights Reserved.