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Mission Statement

Our mission is to help our clients achieve their objectives by providing the highest quality accounting, audit, tax and related financial and insurance services. We appreciate that awareness and personal attention to every client are critical to our shared success. We incessantly strive to provide exceptional, industry specific services while promoting our clients and a dynamic work environment that is rewarding professionally and personally for all our clients and employees.

Principles Statement

To achieve our mission and goals, everyone at The NestEggg Group, EgggsAct Tax & NestEggg Investment Advisors share the same core values:

  • Trustworthiness and Integrity – Meet our professional responsibilities in an ethical and fair manner
  • Superiority – Provide services of the highest quality to our clients that consistently exceed their expectations
  • Professionalism and Familiarity ‐ Ensure that our partners and staff are continually learning, growing, and are recognized as front-runners in their fields
  • Poise and Detail – Treat every individual and relationship with dignity and respect
  • Culture – Sustain a professional work environment where our culture promotes the importance of staff development, career advancement, and work-life balance
  • Community and Philanthropy – Support the communities in which we live, work and play with our combined human and economic resources
From our blog... reports, "It makes sense that the term “Black Friday” might refer to the single day of the year when retail companies finally go “into the black” (i.e. make a profit). The day after Thanksgiving is, of course, when crowds of turkey-stuffed shoppers descend on stores all over the country to take advantage of the season’s biggest holiday bargains. But the real story behind Black Friday is a bit more complicated—and darker—than that.  The first recorded use of the term “Black Friday” was applied not to holiday shopping but to financial crisis: specifically, the crash of the U.S. gold market on September 24, 1869. Two notoriously ruthless Wall Street financiers, Jay Gould and Jim Fisk, worked together to buy up as much as they could of the nation’s gold, hoping to drive the price sky-high and sell it for astonishing profits. On that Friday in September, the conspiracy finally unraveled, sending the stock market into free-fall and bankrupting everyone from Wall Street barons to farmers."

Jane Porter of reports, "Retailers may be gearing up for Black Friday and Cyber Monday, but there's another phenomenon fast spreading online—Giving Tuesday—the first Tuesday after Thanksgiving (December 1 this year), which encourages people and organizations around the world to give to meaningful causes.  Last year, spurred by the hashtag #GivingTuesday, people around the world donated tens of millions of dollars to charities and organizations, spreading a message of philanthropy both online and through in-person events. Nonprofits, universities, companies, and local communities launched their own campaigns encouraging people to donate money either to specific causes or toward a particular philanthropic goal on that first Tuesday after Thanksgiving. Many use the hashtag #GivingTuesday to spread the word about their own fundraising campaigns, while other communities have created hashtags. But like most big ideas, #GivingTuesday started with one person who had both a vision and a knack for connecting with the right people."

Check out the video about #GivingTuesday... reports, "Healthy eating doesn't need to take a holiday. Thanksgiving meals can still be wholesome and not derail your diet. "Thanksgiving dinner can range from 1,500-6,000 calories, with the average person eating about 3,000 calories. Average weight gain during the four-week holiday season is one to five pounds," said Ali Spencer, dietitian at LDS Hospital.  "That may not seem like much until you consider that most people don't drop the weight after the holidays end, and the pounds add up."

And we have a video breakdown for you as well! reports about the recent fourth annual Marijuana Business Conference and Expo. "More than 200 exhibitors and an expected 4,000 “cannabusiness” professionals are expected to attend. Exhibitor Jared Berry is showing off products he says a child could use. “We take hemp and extract out the medicinal parts of the plant that are non-psycho-active,” Berry said.

In related news, one company is helping legal medical marijuana and cannabis entrepreneurs navigate business challenges with a specialty service, offering...

Is an end to AIDS really in our near future? David Brinkman, CEO of Desert AIDS Project, thinks so, after returning earlier this week from Washington, DC where he had been invited to share the success of Get Tested Coachella Valley, as the nation’s first-ever, region-wide HIV testing and access-to-care.

Brinkman was a featured presenter of the Fast Track Cities Initiative & National HIV/AIDS Strategy Technical Consultation, held on the grounds of the White House and hosted by the Office on National AIDS Policy (ONAP) and the International Association of Providers of AIDS Care (IAPAC) to focus attention on the “90-90-90 targets” – 90% of people living with HIV who know their status, 90% of those who know their HIV-positive status being on treatment, and 90% of people on HIV treatment having suppressed viral loads.

“At D.A.P., we have always believed in that wonderful attitude I remember seeing years ago as a bumper sticker – ‘Think globally, act locally’ – because if we all do our part to help end the AIDS pandemic in our own communities while sharing what we’ve each learned, we’re going to get ahead of it,” said Brinkman. “After being in Washington with so many amazing people who are dedicated to ending HIV infection, I really believe the end is in sight.”

Everyday Square

On the evening of Tuesday, December 1st, D.A.P. will host its 2nd Annual Everyday Heroes event at the Camelot Theatres, to honor the volunteer efforts of “everyday people doing extraordinary things” for the clients of Desert AIDS Project. As an evening of heartwarming stories of people who might not cross the stage of a black-tie gala – but are highly deserving of accolades nonetheless, the evening begins with a champagne reception at 5:30. The awards program and entertainment by Nita Whitaker will begin at 6:30, followed by a cocktail reception with hors d’oeuvres, compliments of Lulu California Bistro. Tickets are available online at

This year’s Everyday Heroes include Bella Da Ball, local icon, social ambassador, and supporter of many local nonprofits; Kenny Jervis & Michael Crisp, who live both locally and in Las Vegas where they own a popular nightclub and have raised significant sums for D.A.P. through popular parties; Margie Lobley, a long-time volunteer with D.A.P., including 20 years of service at D.A.P.’s monthly Farmers Market through the Linsky Food Depot where clients receive fresh produce and other items to help stretch their food budget; and Nicholas Snow, D.A.P. client and long-time HIV activist, author, and journalist who is marking World AIDS Day by providing a free, worldwide e-book download of his Life Positive: A Journey to the Center of My Heart at

“We hope to see lots of our supporters at the Camelot, to help us honor these wonderful people,” continued Brinkman, “And although I expect the agency will be crowded earlier in the day with clients enjoying lots of activities that we have planned for them, I think this World AIDS Day is going to be different from any of them that have come before. This will be a day about looking back to remember those we’ve lost while looking ahead to a future that has never seemed brighter when it comes to the possibility of a world with AIDS.”

And earlier that same day...

No doubt, Brinkman will have more to say on the subject on World AIDS Day, which has been marked around the world on December 1st since 1988. D.A.P. will be marking the day with a rededication of the beautiful “Ribbon of Hope” – a red-glass-and-copper-wire sculpture that used to hang on the front of their building at 1695 N. Sunrise Way in Palm Springs. Created by the “artner” team of Linda and Charlie Perkins and funded by the City of Palm Springs, the sculpture is perhaps most unique because the red glass it contains was donated through a red-glass collection drive in which D.A.P. reached out to its clients, staff, volunteers, and donors to contribute bits of red glass.

“Each bit of red glass marked a story of someone whose life had been lost to AIDS and their friend or loved one saw this gift as an almost-living memorial to them,” said Rick Pantele, who was instrumental in bringing the artwork to Desert AIDS Project and saw to proper restoration of the sculpture by the Perkins artner team. But Pantele didn’t stop there because he and his business partner personally donated the lighted display case where the Ribbon of Hope will now hang in the main hallway of D.A.P., right next to the entrance to its medical clinic where they serve more than 2600 clients. “Six years ago, in 2009, that wonderful human rights and AIDS activist Morgan Fairchild was at the sculpture’s dedication and spoke so movingly about her activism and her personal experiences of being with Rock Hudson in his final months before he died of AIDS. I know she’d be happy to know that the Ribbon of Hope – and all it represents – will once again be in a visible location where it can inspire others.”

As a man living with HIV for many years, Pantele sees the sculpture as a message of inspiration and encouragement in the form of fine art and love that clients will see whenever they visit Desert AIDS Project. A three-time non-Hodgkins survivor who had a recent bone marrow transplant at UCLA, Pantele feels blessed every day of his life – the last 24 living with HIV.

In addition to the sculpture’s rededication ceremony, D.A.P. will have activities for clients throughout the day, including two showings of the documentary, “Desert Migration,” which features several D.A.P. clients and others living with HIV in Palm Springs. Many of them thought they’d been handed a death sentence 20 to 30 years ago and came to the desert to live their final days – but instead are aging in a community that has embraced them. Desert AIDS Project provided financial and promotional support in helping to get the film made by producer Marc Smolowicz and director Daniel Cardone. The film will be a part of the Palm Springs International Film Festival and had a pre-festival benefit premiere here at the Camelot Theatre on Thursday, November 5.

In other news, it's open enrollment for many healthcare plans....

Health insurance is insurance that pays for medical expenses. It is sometimes used more broadly to include insurance covering disability or long-term nursing or custodial care needs. It may be provided through a government-sponsored social insurance program, or from private insurance companies.

Health insurance often provides coverage for medicine, visits to the doctor or emergency room, hospital stays and other medical expenses. Policies differ in what they cover, the size of the deductible and/or co-payment, limits of coverage and the options for treatment available to the policyholder.

Health insurance can be purchased directly by an individual or it may be provided through an employer (such as group health insurance). Medicare and Medicaid are programs that provide health insurance to elderly, disabled, or uninsured individuals.

The Patient Protection and Affordable Care Act (Obama Care) is the most significant regulatory overhaul of the U.S. healthcare system since Medicare and Medicaid were created almost 50 years ago. How is this legislation going to affect your personal healthcare choices, your business or your employees? Wouldn’t it be great to have someone to whom you can turn in order to get the answers?

Let one of the professional and knowledgeable agents at EgggNest Insurance Services, LLC in Palm Springs assist you in making the most informed decision based on your health insurance needs.

Contact the Palm Springs and Palm Desert offices of The NestEggg Group, Inc. at this link. explains, " AMZN -0.30% may have launched its Black Friday Deals Countdown earlier this month, but today it announced eight days of deals leading up to Black Friday, starting this Friday.  As often as every five minutes for eight straight days on, customers will have access to 10 “Deals of the Day.” Customers can also shop limited-time “Lightning Deals” on thousands of products per day throughout the eight days of deals. Additionally, in true Amazon style, it’s offering Prime members early access to the majority of these Lightning Deals, with 30-minutes lead time."

Watch the CNET video. reports, "A developer's plan to build hundreds of cannabis greenhouses could make this tiny southern Colorado town one of the nation's largest producers of legal marijuana.  The town sold 330 acres of municipal land for more than $1 million to create a campus for growing, processing and distribution, with the marijuana to be trucked 160 miles north to consumers in metro Denver. Walsenburg is a former coal mining town that never recovered when the mines closed by the 1960s, and its population has dropped to fewer than 3,000 residents. In Huerfano County, which is home to Walsenburg, 20% of the population lives below poverty level."

Democratic presidential candidates discuss their plans to help the middle class. All three candidates - Hillary Clinton, Bernie Sanders and Martin O'Malley - reveal their blueprints for a budget that aims to help working Americans, and who will ultimately finance it.

"Weed history is being made in Seattle: the first vending machines to dispense marijuana flower buds debuted Tuesday. The machines, called ZaZZZ, are being placed in medical pot dispensaries, which helps to verify customer's age and identity since medical marijuana cards are required to enter the centers, said Greg Patrick, a spokesman for the maker of ZaZZZ, American Green," reports

It’s important to use the correct filing status when filing your income tax return. It can impact the tax benefits you receive, the amount of your standard deduction and the amount of taxes you pay. It may even impact whether you must file a federal income tax return.

QuickBooks Connect is unlike any event you have ever been to before. Thousands of entrepreneurs, small businesses, accountants and developers unite under one roof to connect, learn & grow. Friends, poets, visionaries and industry titans are dispersed throughout a dynamic agenda of main stage and intimate sessions.

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