January 14, 2020 Gen Z Money Habits & How Wealth Management Needs to Evolve The Great Recession changed everyone’s perceptions of financial markets, retirement planning, and the need to save money. The dramatic … Read More
January 9, 2020 The Art And Science Of Goodwill Impairment Testing Goodwill shows up on a company’s balance sheet when the company has been acquired in a business combination. It represents … Read More
January 9, 2020 New Restructuring Rules May Reduce A Nonprofit’s Filing Burden Is your not-for-profit thinking about merging or otherwise restructuring? Recently, the IRS made the process easier for some organizations. Revising … Read More
January 2, 2020 Financial Management for Entrepreneurs: What You Need to Know When You’re Leading the Way Entrepreneurship means a lot more than starting a new business. It’s a mindset. It’s also influence. You’ve managed to influence … Read More
January 1, 2020 SD Mayer Announces Addition of New Tax Partner Joanne Wiggins-Barros brings more than 20 years of tax and accounting experience serving individuals and small businesses SAN FRANCISCO, CA … Read More
December 21, 2019 FAQs About Prepaid Expenses The concept of “matching” is one of the basic principles of accrual-basis accounting. It requires companies to match expenses (efforts) … Read More
December 20, 2019 How Nonprofits Can Take Advantage Of Corporate Volunteers According to the Society for Human Resource Management, 47% of companies offer a community volunteer program for employees. Chief Executives … Read More
December 20, 2019 Top Ten Fiduciary Responsibilities A plan fiduciary plays an important role in the organization’s financial health. Not only do they oversee the fiduciary process, … Read More
December 20, 2019 The More You Know: Automatic Enrollment Notices Many retirement plans today provide automatic enrollment for employees, meaning the plan sponsor initiates enrollment into the retirement plan on … Read More
December 10, 2019 Improving Gen Z Financial Literacy: How to Help Your Teen Figure Out Finance Parenting is tough. Regardless, you’ve done your best to prepare your children for all sorts of things that life has … Read More
December 9, 2019 How Matching Retirement Contributions Can Benefit Your Company As the unemployment rate has dropped, hiring has grown increasingly competitive-especially for businesses with highly-specialized positions. Read More
December 6, 2019 Medical expenses: What It Takes To Qualify For A Tax Deduction You may wonder if you can get a tax break for medical and dental expenses, as well as prescription drugs. … Read More