On 12/29/2022, SECURE Act 2.0 was signed into law. This is an expansion of the original SECURE Act (Setting Every Community Up for Retirement Enhancement Act) in 2019 and is designed to further mitigate what many retiring Americans are facing – running out of money. There are many provisions to this law, the few that I address below are just the ones that most commonly affect our clients. For BusinessesIn an effort to increase business owners offering group plans, S
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SECURE Act 2.0
February 21, 2023Webinar: 2022 Year-End Planning
December 20, 2022Some things to consider as we reach the end of the year.
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Webinar: 2022 Market Update
August 25, 2022High level update on what's going on in the economy and how we can take advantage of it.
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WEBINAR: What to do in the event of a death?
June 7, 2022Practical steps to takes after the death of a loved one.
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Webinar: Family Law Attorney
March 1, 2022Frequently asked questions with a family attorney.
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Webinar: 2022 New Year Resolutions
February 4, 2022We will be discussing ways to plan for the start of the year through the perspectives of a Tax Accountant, a Financial Advisor, and an Estate Planning Attorney. Tax laws change, tax preparation, & common procrastination areas.
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Webinar: 401K and Pensions
October 20, 2021Looking for a way to retain employees, maximize tax savings, AND save for your own retirement? We will be featuring a pension specialist, Jeremy Yang, ERPA, QPA, QKA with Yang's Pension Consulting. He will be speaking on retirement plan options for small businsses.
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WEBINAR: Employers and COVID-19
September 23, 2021New rules and regulations regarding employers and COVID-19. Can employers require employees to be vaccinated? To wear masks? And more!
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Webinar: Business Mistakes to Avoid with Gahram Kang
September 3, 2021Top Five Mistakes Business Owners Make
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Webinar: Rental Properties
June 3, 2021When to consider investing in rental properties, the tax considerations, and how to investment in them.
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Webinar: Financial Planning Mistakes
April 28, 2021Knowing what NOT to do may be more important than knowing what to do sometimes. And it’s no different than when it comes to your finances.
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Webinar: Estate Planning Basics
March 30, 2021The number one mistake people make is not planning soon enough. Once catastrophe strikes it can be too late. The second mistake people make is not updating their plans when their circumstances change. Estate Planning is the foundation of your financial plan. It is about making sure your loved ones are taken care of by writing down your wishes in advance.
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Webinar: 2021 Tax Planning
March 1, 2021Tax laws change every year and this year is no different. Euri will speak on some of the recent changes in tax laws and what other changes to expect this year.
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Webinar: New Year's Resolution
January 26, 2021We will be discussing ways to plan for the start of the year through the perspectives of a Tax Accountant, a Financial Advisor, and an Estate Planning Attorney. Tax laws change, tax preparation, & common procrastination areas.
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Webinar: 2020 Year-End Planning
December 4, 2020Year-End Planning from a tax, estate planning, and financial planning lens.
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Webinar: Financial Advice Throughout The Years Series
October 1, 20204-part series through life's stages with speakers from three areas of finance: CPA, estate planning attorney, and financial advisor. 1. Single Days 2. Young Families 3. Building Wealth 4. Aging Parents
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SECURE Act
July 8, 2020While the SECURE Act has been overshadowed by the CARES Act, the SECURE Act was effective January 1, 2020 and will affect everyone with a retirement account.
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What a professional financial advisor does
June 11, 2020What does a financial advisor do? We GUIDE.
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ARCHIVED (7/2/20) - Paycheck Protection Program (PPP)
May 13, 2020New Requirement for California businesses
May 1, 2020If you have over 5 employees, you need to register with CalSavers, even if you are exempt. Registration is open.
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ARCHIVED (4/16/20) - April Announcements
April 17, 2020ARCHIVE (4/15/2020): Plan Sponsors and the CARES Act
April 13, 2020LATEST UPDATE 4/13/2020 in red. Various type of relief for plan sponsors who have 401K plans with American Funds.
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ARCHIVED (4/1/2020): Small Businesses and the CARES Act
April 2, 2020Relief options for businesses under CARES Act
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Smarsh Email Encryption
April 1, 2020It has been brought to our attention that some clients may not realize a seemingly auto-generated email from Smarsh Email Encryption is an email from our office. Cybersecurity is becoming an increasing threat and we take your identity seriously.
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