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

Some things to consider as we reach the end of the year.

High level update on what's going on in the economy and how we can take advantage of it.

Practical steps to takes after the death of a loved one.

Frequently asked questions with a family attorney.

We 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.

Looking 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.

New rules and regulations regarding employers and COVID-19. Can employers require employees to be vaccinated? To wear masks? And more!

Top Five Mistakes Business Owners Make

When to consider investing in rental properties, the tax considerations, and how to investment in them.

Knowing 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.

The 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.

Tax 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.

We 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.

Year-End Planning from a tax, estate planning, and financial planning lens.

4-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

While 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.

What does a financial advisor do? We GUIDE.

If you have over 5 employees, you need to register with CalSavers, even if you are exempt. Registration is open.

It 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.