Discover the Beauty of Original Sprout at EXPO West – Booth #2535 in Hall C

Discover the Beauty of Original Sprout at EXPO West – Booth #2535 in Hall C

Original Sprout is thrilled to be part of EXPO West 2024, and invite you to join them at Booth #2535 in Hall C, where they will showcase:

New Product Launches: Explore the sustainable beauty of Original Sprout’s brand new Coastal Collection. As well as the Relaunch of the expanded  Tahitian Line, now with brand new bottles. 

Get an insider’s look into who Original Sprout is as a company, purpose, and more.

Event Details:

  • Date: March 12-16
  • Booth: #2535, Hall C
  • Location: Anaheim Convention Center

Should you have any specific requests or would like to schedule a dedicated time to meet with Original Sprout’s General Manager, Michael Ambacher, please contact

We look forward to welcoming you to Booth #2535!

Greg Custer and Whittier Trust Achieve Growth Milestones: Emerging as the Largest Multi-Family Office in California and Orange County

Greg Custer and Whittier Trust finish off a stellar year.  Growing to the largest multi-family office in Orange County as well as in California, the Orange County Office under Greg’s leadership has grown to into the 3rd largest office of Whittier Trust in just 8 years from its founding.  Leading the Orange County Office was IMA member, Greg Custer.  In 2024 the OCBJ has lauded Whittier Orange County with its 6th Best Places to Work out of 8 years.  Whittier serves only the ultra-wealthy with Investments, Trust, Concierge, Real Estate and Philanthropy.  For nearly 100 years Whittier has been the premier provider in this space with 8 offices on the West Coast.  

As a multi-family office, Whittier assists families with investments, trust, real estate, family governance, bill pay and ultimately working to ensure the generational transfer of wealth and legacy.  Orange County calls home to a significantly large number of companies that are locally owned and it’s unclear if the next generation is going to take over.  Without a plan that includes all family members, the odds are high that the family business will not continue or there will be an efficient transfer of wealth.  A team of 35 professionals works to preserve what most is important: family and the family business.

Recently, Greg received his 7th recognition to the OCBJ’s list of OC 500 most influential individuals in Orange County.

The Modern Workplace Reimagined: Tangram Interiors Launches Hybrid Office & Showroom in Dallas

Tangram Interiors, a curator of highly creative commercial interior environments headquartered in Southern California, is thrilled to announce its new office space and showroom in Dallas, TX.

As the company joined the downtown community, the team made a commitment to honoring the heritage of the surrounding East Quarter neighborhood and carefully re-envisioning the area’s unique identity. By using original materials and zeroing in on a 1920s industrial theme, Tangram paid respect to downtown Dallas’s rich history and old-school charm.

“I immersed myself in the culture, explored the neighborhoods, walked the streets, and learned how the city identifies,” states Samantha East, Tangram Designer. “That was instrumental in creating a space that really resonates with the Dallas community, while also infusing our Tangram flare. It’s difficult to design when you don’t understand the people, so this project was about experiencing the culture.”

The Tangram team adopted a rich mixture of industrial materials, dark metals, and exposed concrete alongside natural materials. They also paid homage to local landmarks, such as the Old Magnolia Gas Station No. 110 (now the site of the National Anthem Restaurant).

“The design is truly a reflection of the surrounding neighborhood, its historical ties to the automotive industry, and Tangram’s creative culture,” said Brad Robichaux, Design Consultant. “With subtle nods to the 1920s, the design is a translation of ‘Old Meets New.’ Rich textures and raw materials work together to create a warm, energetic space in which the Tangram team can host clients and work collaboratively to make amazing spaces.”

When visiting the Tangram Dallas office, clients will find an inspirational blend of…

  • Repeating curvilinear lines
  • Various ‘neighborhoods’ that support multiple styles of working
  • Meeting spaces equipped with cutting-edge technology to support hybrid calls
  • Custom rugs and seating
  • 1920s-inspired signage and lighting
  • Tables and chairs crafted with wood, leather, and raw materials

Employing 75 professionals, Tangram’s DFW showroom, designed for flexibility and hybrid work, hosts over 40 employees. The company has witnessed an impressive 400% business growth in its first year, establishing itself as a significant force in the Dallas-Fort Worth area.

You can also visit:

Intellimize empowers marketers to generate high-converting landing pages in seconds using generative AI

Intellimize, a leading AI experience optimization and personalization platform, proudly announces the launch of its latest feature, AI Landing Pages, an innovative feature designed to meet the ever-growing demand for personalized digital experiences.

‍In October 2023, Intellimize introduced Intellimize Landing Pages, empowering marketers to create personalized landing pages at scale. Building upon this success, AI Landing Pages takes personalization to new heights, providing the fastest and most efficient way to craft landing pages tailored to every persona, utilizing generative AI. Users simply select an existing page from their website to serve as a template for the new landing page, then prompt Intellimize’s powerful AI on how to adjust messaging on the page.

The AI tailors the copy based on the target audience, persona, or specific target account, ensuring brand attributes are replicated on the page. Users don’t need to compose full sentences; instead, they guide the AI with prompts for a personalized touch.

Once the AI generates a draft by rewriting text elements, users can review and refine the content. Intellimize’s Visual Editor allows for easy customization, ensuring the final output aligns perfectly with the brand’s voice and message.

“Scaling personalized landing pages has never been easier,” says Guy Yalif, Co-Founder and CEO at Intellimize. “The release of AI Landing Pages represents our commitment to providing marketers with cutting-edge tools that continue to evolve as AI technology advances.”

The release of AI Landing Pages enables customer-facing teams in sales and marketing to create sleek and personalized pages in seconds to leverage across an endless number of campaigns and use cases. AI Landing Pages empowers insightful experimentation without disrupting the base website and keeping standard marketing and branding guidelines in place.

“AI Landing Pages gives sales teams the ability to build pages for their named accounts or tier 1 ABM accounts really easily, allowing the marketing team to either review or giving sales teams full autonomy,” said Tracy Sestili, Chief Revenue Officer at Intellimize.

To see how AI Landing Pages work firsthand, book a demo or explore the Starter Package today. Learn more at the Intellimize website.

Helio Genomics Collaborates with University of California, Irvine, to Study Effectiveness of Multimodal Epigenetic Sequencing for Enhancing Early Cancer Detection

Helio Genomics, an AI-driven healthcare company specializing in diagnostics technology and test development for cancer detection, today announced that results from an important new research study have been published in the peer-reviewed journal, Genome Medicine. 

The study is entitled Multimodal Epigenetic Sequencing Analysis (MESA) of Cell-free DNA  for Non-invasive Colorectal Cancer Detection.” This study was conducted as a collaboration between Helio Genomics, its sister company and the Division of Computational Biomedicine at the University of California, Irvine.

“We are excited to partner with Helio Genomics in the development of MESA, a groundbreaking innovation in liquid biopsy technology that promises to transform the early detection and management of numerous human diseases,” said Dr. Wei Li, the division’s Grace B. Bell Endowed Chair and Professor of Bioinformatics.

Applied to 690 cell-free DNA (cfDNA) samples from three colorectal cancer clinical cohorts, the novel MESA approach improved cancer detection when compared to traditional approaches that use epigenetic markers of promoter DNA methylation.

Key results of the study included:

  • The MESA approach successfully captured both cfDNA methylation features and nucleosome organization information within a single assay.
  • cfDNA methylation data captured in the MESA approach enabled detection of colorectal cancer.
  • Nucleosome organization information (Nucleosome occupancy and fuzziness) captured by the MESA approach also enabled detection of colorectal cancer.
  • Integrating multimodal epigenetic features (cfDNA methylation, nucleosome occupancy,

nucleosome fuzziness, and a window protection score as a measure of nucleosome positioning) by using MESA enhanced cancer detection when compared to any single modality alone.

  • MESA was shown to be effective in multiple cohorts of patients, demonstrating the robustness of this multimodal approach.


A significant advantage of MESA is its ability to effectively combine four highly complementary epigenetic modalities: cfDNA methylation, nucleosome occupancy, nucleosome fuzziness, and a window protection score (WPS) as a measure of nucleosome positioning across gene promoters and polyadenylation sites.

The study found that MESA, by integrating these multiple epigenetic modalities, demonstrated superior accuracy for the detection of colorectal, liver and pancreatic cancers compared to models based on a single modality. As a result, MESA represents a major advancement in non-invasive cancer detection by leveraging comprehensive and complementary epigenetic profiles of cfDNA within a single assay. 

The underlying discovery that methylation features, nucleosome organization features and fragmentation features can be combined to generate superior models is also the subject of U.S. and international patent applications. 

“With the combination of Helio’s high throughput ECLIPSE platform for data collection and the MESA approach for data analysis, Helio is now in a remarkable position to not only identify many different features of cfDNA that are indicative of disease, but also to develop better models to identify early disease,” noted David Taggart, Chief Science Officer for Helio Geonomics. “These two advances will ultimately benefit patients through the development of more accurate, easy to use diagnostic tests that can detect cancers early, when more treatment options are available and curative treatment is more likely.”

Helio has also developed the HelioLiver test, a multi-analyte blood test designed to aid in the detection of liver cancers. MESA offers a flexible and sensitive approach to capturing and integrating a diverse range of epigenetic features in cell-free DNA (cfDNA) using a single experimental assay. 


Read the MESA study report here:

For information on Helio Genomics and its innovative solutions for early cancer detection, visit

Top 5 Trends Transforming Supply Chain Operations in 2024

Constant change has sent supply chains spiraling over the last few years, with companies facing obstacles—and sometimes catastrophic results—at every step from sourcing and procurement to last-mile delivery and reverse logistics. While many businesses have been focusing on increasing supply chain resilience, many of these challenges will likely persist throughout the year, with the top disruptors for 2024 ranging from the economy to extreme weather events, according to industry experts.

Despite the ongoing challenges and disruptions, below are five innovations and trends that can help companies transform their supply chain operations in 2024.  

Intelligent Inventory Management

After struggling with inventory issues over the last two years, retailers are now starting to get better control of their goods by implementing new strategies and technologies. With the help of sophisticated software, retailers are leveraging data to identify shopping habits and trends to better match inventory types and levels to customer demand. In addition to offering valuable insights, these software solutions provide real-time visibility across the entire supply chain, enabling companies to track products and proactively respond to any potential disruptions or delays to minimize stockouts and ensure customer satisfaction. 

Store Fulfillment

As warehouse rental rates continue to climb, more and more companies are starting to utilize their retail stores for e-commerce fulfillment. In addition to click-and-collect services, forward-thinking retailers are transforming their backrooms into mini fulfillment centers, implementing warehouse automation like autonomous mobile robots (AMRs) to help fulfill online orders while reducing delivery times and costs. 

Transportation Innovations

With speed and sustainability top priorities in 2024, many companies are beginning to explore alternative shipping and delivery methods. As rail services and partnerships continue to increase and more companies are expanding operations in Mexico and Canada, intermodal shipping is emerging as a popular option to reduce transit times, costs and emissions. When it comes to delivery, on-demand platforms will continue to expand beyond restaurants and supermarkets this year, with retailers like Best Buy, JD Sports, Staples and Camping World just a few of many that have recently partnered with services like DoorDash and Instacart to offer same-day deliveries.


While consumers are becoming increasingly concerned about environmental, social and governance (ESG) initiatives, pending regulations—including the U.S. Securities and Exchange Commission’s climate disclosure rule—are now requiring companies to take action in 2024. In addition to adopting greener transportation tactics, it is important for companies to incorporate responsible and sustainable practices across their entire supply chain operations, including:

  • Supplier selection and ethical sourcing
  • Supply chain transparency and collaboration
  • Waste reduction and recycling
  • Implementing energy-efficient technologies and processes
  • Enacting fair labor practices
  • Promoting diversity and inclusion
  • Conducting regular audits and lifecycle assessments

Digital Technologies

Investing in supply chain technology remains a top priority in 2024, as companies continually strive to increase resilience and minimize risk across their operations. Applications that support artificial intelligence (AI), machine learning (ML), the Internet of Things (IoT), blockchain and advanced analytics are all gaining traction in 2024. These cutting-edge technologies will play a critical role in helping companies transform their supply chain operations to increase efficiency, visibility, agility and cost savings. 

Embracing these trends enables companies to increase supply chain resilience and business longevity. For nearly 50 years, Tompkins Solutions has been providing custom, data-driven solutions to help clients overcome complex supply chain challenges and achieve profitable growth. Contact us today to learn how we can help you future-proof your supply chain operations and gain a competitive advantage in this constantly changing environment.

The IRS’s ‘Last Call’ to Correct Inflated ERC Claims

In the high-stakes arena of tax compliance, awareness and proactive action are more crucial than ever when it comes to navigating the complex terrains of tax credits and governmental programs. One program that has garnered significant attention, for reasons both good and controversial, is the Employee Retention Credit (“ERC”) program. 

This program has become a focal point of concern due to the emergence of fraudulent scamming companies promoting the credit. These companies, often referred to as “ERC mills”, impose excessive claim preparation fees and use aggressive marketing tactics promising business owners with effortless access to ERC funds. The issue at the heart of this gold rush is the lack of genuine tax expertise among the majority of these mills. Their profit is directly tied to the figures they claim, which has resulted in a flood of inflated or completely fraudulent claims. 

Unfortunately, most employers are unaware that the taxpayer is the party that ultimately bears the responsibility for the accuracy of the application. Recognizing the precarious position that millions of business owners find themselves in after having worked with ERC mills, the IRS developed a solution – the ERC Voluntary Disclosure Program (“ERC-VDP”). This unprecedented program allows taxpayers to amend their ERC claims penalty free and marks a rare instance where the IRS extends a lifeline to businesses caught in the tumultuous aftermath of ERC abuse. 

Advantages of the ERC-VDP:

  • You need to repay only 80% of the ERC you received (the IRS established this percentage to account for the standard 20% fee charged by ERC mills).
  • The 20% reduction is not taxable as income.
  • You don’t need to repay any interest you received on your ERC refund.
  • You don’t have to amend income tax returns to reduce wage expenses.
  • The IRS will not charge penalties or interest on the claimed ERC amount if you pay it in full by the time you return your signed closing agreement to IRS.
  • The IRS won’t examine your employment tax return for tax period(s) resolved within the terms of ERC-VDP.

Who Can Apply?

  • Your ERC claim has been processed and paid;
  • You now think that you were entitled to $0 ERC;
  • You’re not under examination/audit by the IRS;
  • You’re not under criminal investigation by the IRS; and
  • The IRS has not reversed or notified you of intent to reverse your ERC to $0. 

With the ERC-VDP open until March 22, 2024, time is of the essence. This is your opportunity to rectify any discrepancies in your ERC claims and steer clear of potential severe consequences, including hefty fines and allegations of tax fraud.

Business owners harboring any doubts or concerns about their ERC applications are urged to consult with a legal tax professional before it is too late. 

The clock is ticking; the time to act is now.


LS Carlson Law

Tax Attorneys

(949) 421-3030

You’re Invited: Thursday, March 21: the Fourth Annual Boca Bash in Florida

You are cordially invited to attend Boustead Securities, LLC’s Fourth Annual Boustead Boca Bash on Thursday March 21st at The Boca Raton Resort in Boca Raton, Florida. Enjoy drinks and hors d’oeuvres with friends and colleagues hosted by Boustead in this beautiful and iconic setting.


Thursday March 21, 2024

4:00 PM-9:00 PM

The Boca Raton Resort

501 E Camino Real, Boca Raton, FL


Click here to RSVP

Boustead Securities, LLC (“Boustead”) is an investment banking firm that executes and advises on IPOs, mergers and acquisitions, capital raises and restructuring assignments in a wide array of industries, geographies and transactions, for a broad client base. Boustead’s core value proposition is the ability to create opportunity through innovative solutions and tenacious execution. With experienced professionals in the United States, Boustead’s team moves quickly and provides a broad spectrum of sophisticated financial advice and services. Boustead is a majority owned subsidiary of Boustead & Company Limited, a diversified non-bank financial institution. For more information, please visit

HealthCues and Emry Health Partner to Tackle Hospital Medical Debt

HealthCues, a leading provider of workplace health solutions, is committed to  promoting wellness with no out-of-pocket costs and is excited to announce an  impactful partnership with Emry Health. Through this partnership, utilizing Emry’s  Financial Assistance Portal, HealthCues is enhancing healthcare affordability for  members by making the eligibility and application processes for hospital financial  assistance programs easy to understand, access, and navigate; saving members  thousands on their out-of-pocket healthcare costs.  

Most hospitals nationwide offer free or discounted care to patients below 400% of  the Federal Poverty Level (i.e. $120,000 annual income for a family of four). Eligibility  extends to the insured, yet a recent Emry Health survey found 84% of those with  commercial insurance are either unaware of these programs or have never utilized  them due to eligibility misconceptions. 

Emry President, Derek Fitteron, highlights, “Misconceptions about eligibility  contribute to low awareness and utilization rates. Many individuals mistakenly  believe they make too much or find application requirements challenging. The  overarching issue is the lack of accessibility and challenge in utilizing these  programs, which is why we’ve built a solution to fix this.” 

The Emry Financial Assistance Portal provides access to a comprehensive database  of hospital financial assistance programs, streamlining eligibility determination  and application processes. This tool enhances the member experience, helping  employees eliminate past medical debt and avoid future out-of-pocket costs by  automating cumbersome paper application processes. 

Doug Frederick, Founder and CEO of HealthCues, emphasizes the partnership’s  significance, “Our collaboration with Emry Health aligns with our mission to bridge  the gap in workplace health solutions. Together, we’ll empower organizations  to make a tangible impact on employees’ well-being by eliminating barriers to  financial assistance for hospital expenses.” 

Despite a significant portion of the American population qualifying for hospital  financial assistance, awareness and utilization remain alarmingly low. Organizations  can play a pivotal role in changing this narrative by facilitating teams’ access to and  navigation of hospital financial assistance programs. 

HealthCues and Emry Health are excited about the transformative impact this  partnership will have on the lives of employees, promoting financial well-being,  and eliminating the burden of hospital medical debt. Together, we usher in a new  era of healthcare accessibility and empowerment. 

About HealthCues 

Established in 2019 and headquartered in Ponte Vedra, FL, HealthCues offers  workplace health solutions without out-of-pocket costs. It bridges the gap  between employers, employees, and the path to wellness while generating a  positive financial impact. Their offerings encompass hospitalization plans, DNA  screenings, health coaching, biometric screening, telehealth services, mental  health services, and more. The Employee Personal Health Dashboard offers  translation in 60 languages, fitness and vitals tracking, incentive tracking, behavior  identification modules, 250+ multimedia videos, wearable device connectivity, and  fitness integration challenges. For more information on HealthCues, please visit

About Emry Health 

Emry is a health-cost navigator committed to maximizing the value of employer  and employee healthcare investments and removing complexity to create better,  lower-cost benefit experiences. By proactively guiding patients before and after  treatment, we help employees make smart healthcare choices that save them— 

and their employers—significantly. Please visit

In Her Own Words: Erin Levzow’s world shattered when her husband fell

The dirty not-so-little secret about a health crisis is that it’s not finite and the healing, for the person involved and those who care about him/her, takes a very long time. Erin Levzow learned it also takes a ton of support.

I’ve always felt fortunate in life and grateful for my family and fulfilling career. 

On October 9, 2022, our lives changed forever when my husband and I were heading upstairs to tuck our three kids into bed. He suffered a cardiac event and fell over the staircase, a 12-foot drop. In the moment’s chaos, I screamed, called 911, yelled for the children to go to the neighbors (my daughters had witnessed his fall), and urgently conveyed to the 911 operator that he wasn’t breathing. There was no way to move him, and what followed was a series of turbulent days.

At the hospital, we were told that he had endured 16 broken bones, a traumatic brain injury, and went into cardiac arrest four times in the ER (meaning he died). The medical team even prepared me to say goodbye. 

I said my farewells, and just as the doctor was about to declare his time of death, he miraculously moved his hand. 

I was initially told he wouldn’t survive the evening. Further down the line, he faced numerous obstacles, including life support, a paralyzed coma due to lung failure, a rare infectious disease not seen in the hospital for 25 years, uncertainty about whether he would remember us upon waking up, and various medical procedures, including a tracheostomy, stomach tube insertion, and brain surgery. It was a whirlwind.

Read the full article on the Business Journals