Sitemap

Pages

• 5 Buckets, 4 Shovels, a Beach and a Map | Financial Security
• 5 Buckets, 4 Shovels, a Beach and a Map | Insurance
• 5 Buckets, 4 Shovels, a Beach and a Map | Introduction
• 5 Buckets, 4 Shovels, a Beach and a Map | The Book
• 5 Buckets, 4 Shovels, a Beach and a Map | The Concept
• 5 Buckets, 4 Shovels, a Beach and a Map | The Estate Plan
• 5 Buckets, 4 Shovels, a Beach and a Map | Total Client Profile
• 5 Buckets, 4 Shovels, a Beach and a Map | What’s Next?
• About
  • Our Locations
    • East Bay / San Leandro Office
    • Peninsula / San Mateo Office
    • San Francisco Headquarters
    • Silicon Valley / Menlo Park Office
  • Our Team
  • The BDO Alliance
  • The SD Mayer Foundation
• Accounting and Advisory for Nonprofits
• Accounting and Advisory for Restaurants
• Accounting Services for Construction Companies
• Accounting Services for Nonprofit Organizations
• Careers
• Contact
• Contact Us | Nuture – Welcome Track – Email 1
• Home
• Industries
  • Construction
  • Consumer & Retail
  • Educational Institutions  
  • Entertainment & Media
  • Financial Planning for Wineries
    • Bookkeeping for Wineries
    • Winery Tax Services
  • Government
  • Hospitals & Healthcare Organizations
  • Manufacturing / Distribution
  • Nonprofit
  • Oil & Gas
  • Real Estate Investment
  • Renewable Energy
  • Technology / Telecom
• Instagram Posts
• Legal
• Online Accounting Solutions
• Outsourced Accounting Solutions
• Outsourced Accounting Solutions In Lake Tahoe And Reno
• Outsourced Bookkeeping Solutions
• Payment Center
• Payment Successful
• Privacy Policy
• Resource Library
  • Blog
  • Case Studies
• Services
  • Advisory
    • Business Applications & Consulting
    • Cloud Based
    • Corporate Retirement Planning
    • Human Capital Advisory
  • Audit & Assurance
    • Agreed Upon Procedures
    • Audit Risk Assessment
    • Educational Institutions
    • Employee Benefit Plan Audit
    • Financial Statement Audit
    • Nonprofits
    • Reviews and Compilations
    • Shuttered Venue Operators Grant Single Audits (SVOG)
    • Single OMB Circular A-133 Audit
    • Unions
  • Business Transformation
    • Bankruptcy Turnaround
    • Budgeting and Forecasting
    • Financial Reporting
    • Litigation
    • Mergers & Acquisitions
    • Retirement Plan Consulting
    • Strategic Planning
    • Succession Planning
    • Valuation
  • Outsourced Accounting
    • Candidate and Employee Experience Planning
    • Executive Coaching
    • Human Resources Advisory
    • Management and Employee Training
    • Nonprofit
    • Outsourced CFO and Controller
    • Small Business
    • Startup
  • Tax
    • Corporate Tax
      • Business Structure
      • R&D Tax Credits Incentives
      • State & Local Tax (SALT)
      • Stock Option Tax Planning
    • Individual Tax Planning
      • Private Client Services
    • International Tax Services
    • Nonprofit Tax Services
  • Wealth Management
    • Estate Planning
    • Financial Planning
    • High Net Worth
    • Insurance Services
    • Investments
    • Private Client Services
    • Retirement Planning
    • Wealth Transfer
• Site Credits
• Submit an RFP

Posts by category

• Category: Accounting
  • Overhead Allocations: Rising Costs Require A Fresh Mindset
  • 5 Steps To Track Vehicle Mileage in QuickBooks
  • Selecting A Qualified Auditor For Your Employee Benefit Plan
  • Receivables: Quality Counts
  • Supplement Your Financial Statements With Timely Flash Reports
  • Turning Receivables Into Cash
  • Why Some Small Businesses Are Switching To Tax-Basis Reporting
  • Why Can’t My Profitable Business Pay Its Bills?
  • Is QuickBooks Right For Your Nonprofit?
  • Commit To Continually Improve Your Nonprofit’s Accounting Processes
  • How To Leverage AI In Your Accounting Department
  • Are Your Nonprofit’s Interim and Year-end Financial Statements At Odds?
  • FASB Votes To Exempt Private Companies From Disaggregation Of Income Statement Project
  • Achieving The Right Balance Of Working Capital
  • How To Use QuickBooks As A Fraud Detection Tool
  • Reporting Non-GAAP Measures
  • Beware Of The Gray Areas In Accounting
  • Spring Cleaning In QuickBooks
  • Nonprofits: 4 ratios Worth Watching
  • Two Tax Deadlines Don’t Involve Your 2022 Tax Return
  • President Biden’s Proposed Budget Includes Notable Tax Provisions
  • Tap Into Specialized Functions In QuickBooks
  • Use Visual Aids To Enhance Financial Statement Reporting
  • Now Hiring: 10 Questions To Ask Bookkeeper Candidates
  • 5 Accounting Rules That Take Effect In 2023
  • Common Accounting Pitfalls For Startups To Avoid
  • Auditing Accounting Estimates
  • Pick The Right Accounting Method For Your Business
  • How To Report Software Costs
  • Is It Time To Update Your Accounting Practices?
  • Nonprofit Accounting Processes Are Essential
  • Preparing For Year-End Inventory Counts
  • Reap The Benefits Of QuickBooks Software Solutions
  • New Accounting Rules For Supplier Finance Programs
  • Boo! Consider A Surprise Financial Statement Audit
  • Ratio Analysis: Extracting Actionable Data
  • SEC Chair Gensler Warns About Conflict of Interest
  • FASB: Changes To Lease Accounting Rules
  • How Auditors Use Benford’s Law To Assess Transactions
  • How Are Bonuses Taxed in California?
  • Using Agreed-Upon Procedures To Target Specific Items Of Concern
  • Why Auditors Prefer In-Person Interviews To Assess Fraud Risks
  • Is Your Current Bad Debt Allowance Reasonable?
  • Inflation Reduction Act : Concerns On “Book Income”
  • Are Your Risk Management Keeping Up?
  • FAQs About Fair Value In Accounting
  • New Audit Committee Survey Reveals Trends On Risks, ESG Reporting And More
  • INVESTING 101: A STEP-BY-STEP PLAN FOR DEVELOPING A STRONG, DIVERSE PORTFOLIO
  • What Your Nonprofit Needs For A Successful Capital Campaign
  • Commission Fraud: When Salespeople Get Paid More Than They’ve Earned
  • FASB Offers Practical Expedient For Private Companies That Issue Share-Based Awards
  • Flash Reports: Real-Time Financial Reporting
  • Is It Time To Upgrade Your Accounting System?
  • Restating Financial Results
  • Best Practices for Reporting Business-Related T&E Expenses
  • Private Companies: Are You on Track to Meet the 2022 Deadline for the Updated Lease Standard?
  • Cryptocurrency Donations: Will Your Nonprofit Accept Them?
  • Follow the Cutoff Rules for Revenue and Expenses
  • Accounting Methods: Private Companies Have Options
  • Accounting Estimates Present challenges in Times of Uncertainty
  • What’s “Fair Value” in an Accounting Context?
  • Liabilities for Unused Time Off Mount as Pandemic Lingers
  • Receivables May Be a Source of Cash in Tough Times
  • Do You Know the New Accounting Rules for Gifts in Kind?
  • Minimize the Need to Make Year-End Financial Adjustments
  • Accounting for Business Combinations
  • Nonprofits: Heed These Financial Danger Signs
  • How To Compute Your Company’s Breakeven Point
  • It May Be Time To Tune Up Your Nonprofit’s Accounting Function
  • Accounting For Property, Plant and Equipment Assets
  • Valuing Noncash Donations: A Cheat Sheet
  • How COVID-19 Could Impact Year-End Inventory Counts
  • Using Footnotes To Disclose Your Nonprofit’s financial Information
  • How to Minimize Turnover in Your Accounting Department
  • Best Practices When Forecasting Cash Flow
  • Avoiding Conflicts of Interest With Auditors
  • Financial Dashboards Can Steer Your Nonprofit Toward Financial Success
  • Financial Reporting for Nonprofits That Have Teamed Up
  • Accounting for Cloud Computing Arrangements
  • Is it time to outsource finance and accounting?
  • 5 Steps to Close the Books at The End of the Month
  • Benchmarking: Why Normalizing Adjustments Are Essential
  • Here’s How to Handle Gifts in Kind and Donated Services
  • Beware: Coronavirus May Affect Financial Reporting
  • Lease or Buy? Changes To Accounting Rules May Change Your Mind
  • 4 Steps To A Stronger Balance Sheet
  • Accounting For Indirect Job Costs The Right Way
  • FAQs About Prepaid Expenses
  • How To Protect Your Nonprofit’s Credit Cards From Misuse
  • Close-up On Pushdown Accounting For M&As
  • Accounting For Contributions And Grants Is Now Easier
  • GAAP vs. Tax-Basis: Which Is Right For Your Business?
  • Nonprofits: New Alternatives For Reporting Goodwill & Other Intangibles
  • Increasing Restaurant Profit Margins With Streamlined Outsourced Accounting
  • Avoid Excess Benefit Transactions And Keep Your Exempt Status
  • Restaurant Accounting and Bookkeeping: How It’s Different From Other Industries
  • A Policy Can Help Nonprofits Look “Gift Horses” In The Mouth
  • It’s about time: Don’t Waste That Of Your Board Members
  • Accountable Plans Save Taxes for Staffers and Their Nonprofit Employers
  • Let’s Find A Better Way To Manage Your Receivables
  • Attention: Accounting Rules Delays in the Works
  • The Pros & Cons of Interim Reporting
  • Why Outsource Your Accounting and Tax Preparation Services
  • Is Your Nonprofit Monitoring The Measures That Matter?
  • 501c6 Associations: Preserve Tax-Exempt Status
  • AUP Engagements: Between Audits & Consulting
  • Does Your Nonprofit Need a CFO?
  • Close-Up On Three Types of Financial Statements
  • Lean Manufacturers: Reap the Benefits of Lean Accounting
  • Close-up On Professional Standards For CPA’s
  • Simplifying Accounting Rules For Convertible Debt & Equity
  • Automating Your Accounting Department
  • Divide And Conquer: How Joint Cost Allocating Works
  • Reporting Stock Compensation Paid To Non-Employees
  • Warning! 4 Signs Your Nonprofit Is In Financial Danger
  • Is Your Nonprofit Ready for a Raffle?
  • 5 Questions Help Nonprofits Avoid Accounting Mistakes
  • Accounting for Overhead Costs
  • 3 Ways to Improve Development & Accounting Collaboration
  • A Look at the 4 Steps to Auditing Accounts Payable
  • A Fresh Look at Percentage of Completion Accounting
  • LIFO Lessons Learned When Reporting Inventory Costs
  • Make Your Nonprofit’s Accounting Function More Efficient
  • Why Your Internal and Year End Financial Statements Differ
  • The Fine Art Of Valuing Donated Property
  • Cloud Computing Setup Costs: Expensed Or Capitalized?
  • When Should You Reconsider A Special Event?
  • Is It Time To Adopt The New Hedge Accounting Principles?
  • Make The Most of Your Fundraising With Simple Metrics
  • Collaborative Arrangements Cause Reporting Headaches
  • Accounting For Pledges Isn’t As Simple As It Might Seem
  • Have You Conducted a Fee Equalization/Levelization?
  • Public vs. Private Companies: Different Accounting Rules
  • Finding A Bookkeeper For Your Nonprofit
  • Learn The Warning Signs of Earnings “Spin”
  • It’s Time for Nonprofits to Embrace the Cloud
  • For-Profit vs. Nonprofit: Compare Financial Reporting Goals
  • Fixed vs. Variable Costs: How To Compute Breakeven
  • Financial Statements Can Be Used for Valuation
  • Make Budgeting Part of Your New Year’s Resolution
  • Top Budget Hacks for Planning and Accounting
  • 7 Ways to Prepare Your Startup to Scale Up
• Category: Articles
  • IRS Suspends Processing of ERTC Claims
  • IRS Guidance on Retirement Catch-Up Contribution Rules
  • The IRS Warns Businesses About ERTC Scams
  • Virtual Currency Lands In The IRS’s Crosshairs
  • What’s In The Fiscal Responsibility Act?
  • Addressing The Impending Insolvency of Social Security: Exploring Solutions and Proposals
  • IRS Guidance Coming Regarding The IRA’s Clean Vehicle Credit
  • U.S. Supreme Court Rules Against The IRS On Critical FBAR Issue
  • The SECURE 2.0 Act
  • Reading The Tea Leaves: Potential Tax Legislation
  • 2023 Tax Calendar
  • SECURE Act Tackles Retirement, Conservation
  • Reduce Your Business’s Year-End Tax Bill
  • 5 Steps To Take Now To Cut Your 2022 Tax Liability
  • 2023 Cost-of-Living Adjustment Numbers
  • Deductions For Energy-Efficient Construction
  • Inflation Reduction Act Expands R&D Payroll Tax Credit
  • IRS Offers Penalty Relief For 2019, 2020 Tax Years
  • Clean Vehicle Credit Comes With Caveats
  • The Inflation Reduction Act: Tax Provisions
  • CHIPS Act Poised To Boost U.S. Businesses
  • Businesses: Act Now To Make The Most Out Of Bonus Depreciation
  • Standard Business Mileage Rate Will Increase For 2022
  • Proposed Regs For Inherited IRAs Bring Unwelcome Surprises
  • After Tax Day: Take These Action Steps
  • SECURE Act: Congress Eyes Further Retirement Savings Enhancements
  • Looking For A 2022 Business Safety Net? Act On EIDL Funding
  • The IRS Again Eases Schedules K-2 and K-3 Filing Requirements For 2021
  • New Tax Reporting Requirements For Third-Party Payment Apps Could Affect You
  • 2022 Tax Calendar
  • U.S. House Passes the Build Back Better Act
  • Factor 2022 Cost-of-Living Adjustments Into Your Year-End Tax Planning
  • Year-End Tax Planning with New Tax Laws for Businesses
  • The Infrastructure Investment and Jobs Act
  • Potential Tax Law Changes Hang Over Year-End Tax Planning for Individuals
  • Category: COVID19
    • Extended Tax Filing Deadline Provides Relief to Individual Taxpayers and the IRS
    • ARPA Provides Sweeping Relief Measures for Eligible Families and Businesses
    • CARES Act Offers New Hope for Cash-Strapped Nonprofits
    • COVID-19 Stimulus Package Offers Relief to Affected Individual Taxpayers
    • Individuals Get Coronavirus (COVID-19) Tax and Other Relief
  • Category: Employee Retention Tax Credit (ERTC)
  • Category: Inflation Reduction Act
    • Your Nonprofit Probably Won’t Have An IRS Audit, But If It Does …
  • Category: SECURE Act
  • Category: Tax Cuts & Jobs Act (TCJA)
• Category: Audit
  • FASB Finalizes New Crypto Standard In Record Time
  • Navigating The Percentage-of-Completion Method
  • Could Your Business Benefit From Interim Financial Reporting?
  • Financial Statements At A Glance
  • Report Identifies High-Risks In Financial Statements
  • The Best Way To Survive An IRS Audit Is To Prepare
  • Overview Of Discontinued Operations Reporting
  • New-and-Improved Accounting Rules For Common Control Leases
  • Get More From Your Company’s Income Statement
  • Demystifying Deferred Taxes
  • Green Business Practices Could Save Greenbacks
  • Close-Up On Sources Of Substantive Audit Evidence
  • New Report Shows A Decrease in CAMs in 2022
  • What Happened To International Convergence?
  • The Audit Is Over. Now What?
  • Cyber Risks: A Critical Part Of Your Auditor’s Risk Assessment
  • How External Confirmations Are Used During An Audit
  • Evaluating “Going Concern” Concerns
  • How To Account For Collaborative Agreements
  • Remote Auditing: A Brave New World
  • Last Call For Lease Accounting
  • Paying Tribute To Auditor Independence
  • Consider Stress Testing To Lower Risks
  • Warning For Retailers And Other Businesses Using The LIFO Method
  • Private Business Owners: Don’t Wait Until Year End To Do Financial Reporting
  • Dig Deeper! Find Hidden Treasure In Financial Statement Footnotes
  • Contingent Liabilities: To Report Or Not To Report?
  • How Inflation Could Affect Your Financial Statements
  • Forecasts Vs. Projections: What’s The Big Difference?
  • Do You Know The Signs Of Financial Distress In A business?
  • Management Letter: Your Auditor’s Recommendations
  • Leveraging Internal Audits
  • Goodwill In A Bad Economy
  • Deciding Between Cash and Accrual Accounting Methods
  • Timing Counts: Reporting Subsequent Events
  • Eyes On Related Parties
  • Going Private
  • 4 Levels of Audit Opinions
  • Audited Financial Statements Disclosures: Why The Fine Print Is Important
  • Are You Ready For The New Disclosure Requirements For Government Assistance?
  • Your Nonprofit’s Board Needs To Know These Financial Warning Signs
  • Take Your Financial Statements To The Next Level
  • The ABCs of Activity-Based Costing
  • Preparations vs. Compilations
  • How To Forecast Smarter
  • KPIs: What Are They, And Which Ones Count?
  • How To Account For Change Orders
  • Digitizing The Accounts Receivable Process
  • Rolling Forecasts Provide Flexibility In Uncertain Times
  • Coming Soon: Government Assistance Disclosures Rule
  • Are You Ready For The Upcoming Audit Season?
  • Look To The Future With A QOE Report
  • How To Assess Fraud Risks Today
  • Data Visualization: A Picture Is Worth 1,000 Words
  • Demand Mounts For ESG Attestations
  • Going Concern Disclosures Today
  • 10 Financial Statement Areas To Watch For COVID-Related Effects
  • Related-Party Transactions Draw Attention From Auditors
  • Financial Reporting Issues to Consider in “Going Private” Transactions
  • Your Nonprofit May Have An Internal Controls Gap
  • CAMs: Thumbs Up or Thumbs Down?
  • Have You Followed Up on the Management Letter from Your Audit Team?
  • 5 Ways Nonprofits Can Prepare for an Audit
  • Financial Statements: Take the Time to Read the Entire Story
  • Analytics Software: A Brave New World in Auditing
  • Internal Control Questionnaires: How to See the Complete Picture
  • Is Your Company Ready for Agile Auditing?
  • Auditing WIP
  • Is Your Nonprofit Complying with Federal Procurement Requirements?
  • Hit or Miss: Is Your Working Capital On-Target?
  • How to Strengthen Your Internal Controls
  • What’s On the FASB’s 2021 Agenda?
  • Reporting Profits Interest Awards
  • Guidance for Impairment Testing: When to Consider Triggering Events
  • 4 Ways to Improve the Effectiveness of Your Audit Committee
  • How Auditors Assess Cyber Risks
  • Making Sense of Your Statement of Cash Flows
  • Analytical Procedures Can Help Make Your Audit More Efficient
  • Reporting Restricted Cash
  • Should my distressed company consider a debt restructuring?
  • Financial Keys To Securing A Commercial Loan
  • Footnote Disclosures: The Story Behind The Numbers
  • Assessing and Mitigating Key Person Risks
  • New Law Provides Option to Delay Implementing The Updated CECL Standard
  • Red Flags of Deadbeat Debtors
  • Reporting And Managing Inventory
  • ICFR Assessment and Attestation: Are You in Compliance With the Rules?
  • Year-End SWOT Analysis Can Uncover Risks
  • Put Your Company’s Financial Statements to Work For You
  • Nonprofit Boards Must Remain Vigilant as Long as the Crisis Continues
  • Cutoffs: What Counts In 2020 vs. 2021
  • Annual Plan Audit: An Auditor’s Perspective
  • Preparing For The Possibility Of A Remote Audit
  • How Effectively Does Your Business Manage Risk?
  • Nonprofits: Internal Audits Still Matter
  • More Time: FASB Delays Long-Term Insurance Standard … Again
  • Gifts in Kind: New Reporting Requirements for Nonprofits
  • Why Face-to-Face Meetings With Your Auditor are Important
  • What To Do When The Audit Ends
  • Levels of Assurance: Choosing The Right Option For Your Business Today
  • Promoting and Reporting Diversity
  • 3 Steps To “Stress Test” Your Business
  • Forecasting Financial Results For A Start-Up Business
  • Reporting CAMs In The COVID-19 era
  • Drive Success With Dashboard Reports
  • External Audits Offer Many Benefits to Nonprofits
  • Reporting Embedded Leases
  • Understanding How to Establish Your Company’s Risk Appetite
  • The Latest News On Nonprofit Fraud Is Here
  • Overcoming The Challenges Of Remote Auditing During The COVID-19 Crisis
  • Are You Ready for an Audit?
  • Adjusting Your Financial Statements For COVID-19 Tax Relief Measures
  • Questions To Ask When Making COVID-19 Risk Disclosures
  • Auditing Revenue
  • When To Write Off Stale Receivables
  • How To Prepare Your Nonprofit For A Financial Audit
  • FAQs About Audit Confirmations
  • The SECURE Act Likely to Affect Your Retirement and Estate Plans
  • 4 Key Traits To Look For When Hiring A CFO
  • Reporting Contingent Liabilities
  • What Are The Responsibilities Of An Audit Committee?
  • Benchmarking Financial Performance
  • Employee Benefit Plans: Do You Need A Form 5500 Audit?
  • Risk Assessment: A Critical Part Of The Audit Process
  • The Art And Science Of Goodwill Impairment Testing
  • Manage Your Working Capital More Efficiently
  • Valuing Profits Interests In LLCs
  • Engage Supporters With Your Nonprofit’s Annual Report
  • Reasons Why Cash Is King
  • Internal Audit 2.0: Paperless & Continuous Auditing Trends
  • Measuring Fair Value For Financial Reporting
  • Management Letters: Have You Implemented Any Changes?
  • Budgeting Is Key To A Successful Start-Up
  • Auditing Grant Compliance
  • Corporate governance in the 21st century
  • Steps to Take In Advance of a Compliance Audit: A Timeline
  • The Untouchables: Getting A Handle On Intangibles
  • What To Expect During a Franchise Audit
  • FAQs about CAMs
  • Why Do Companies Restate Financial Results?
  • Private Companies: Beware Of SEC Scrutiny
  • What Public Companies Need to Know about SOX Compliance
  • What To Do If Your Nonprofit Receives An IRS Audit Letter
  • What Non Audit Services Can an Auditor Provide?
  • Measuring Fair Value for Financial Reporting Under GAAP
  • Comparing Internal and External Audits
  • Put A QOE Report To Work For You
  • Now or later? When To Report Subsequent Events
  • Transparency Is Key With Related Party Transactions
  • ESG issues: To Report Or Not To Report?
  • Audits Home In On Cybersecurity Breaches
  • Auditing Cashless Transactions
  • M&A Due Diligence: Don’t Take Financials at Face Value
  • How Do Profits and Cash Flow Differ?
  • 4 Ideas for Fostering a Partnership Between Internal and External Auditors
  • Conducting An Effective Post-M&A Audit
  • How to Prepare for Year-End Physical Inventory Counts
  • Cybersecurity Matters
  • Why Revenue Matters in an Audit: A Spotlight
  • Risk Assessments When Preparing Financial Statements
  • Assessing The Effectiveness of Internal Controls
  • Audit Opinions: How Your Financial Statements Measure Up
  • Auditing Royalty Agreements: How It Works
  • Cash vs. Accrual Reporting: Which Is Right?
  • Sustainability Reports Look Beyond The Numbers
  • Inventory Management: How To Trim The Fat
  • Compensating Nonprofit Board Members
  • Identifying and Reporting Critical Audit Matters
  • Use Pay-Ratio Disclosures With Caution
  • It’s Important To Monitor Your SEC Filing Status
  • Transitioning To Remote Audits
  • Nonprofit Revenue – Think Like An Auditor
  • Using Analytical Procedures Provides Many Benefits
  • Auditor Independence and Hosting Arrangements
  • Which Intangibles Should Firms Report Following Merger?
  • Auditing Related-Party Transactions
  • It’s Time For a Midyear Checkup!
  • Are You Prepared for an IRS Audit?
  • Guidance on FASB’s New Revenue Recognition Rule
  • Procurement Procedures: Nonprofit Really in Compliance?
  • What’s All the Buzz About XBRL format?
  • Profits: How Low Can You Go?
  • Effectively Communicating With The Audit Committee
  • Internal Control Testing: What Role Does Sampling Play?
  • Corporate Culture: Rotten Apples Could Spoil Your Financials
  • How Materiality is Established in an Audit or a Review
  • Feeling Lucky? How To Find a Pot of Gold in Your Financials
  • What is Job Cost Reporting?
  • Make The Most of Your Nonprofit’s Internal Audit Function
  • How To Best Report your Work in Progress (WIP) Costs
  • Disclosures Critical to Transparent Financial Reporting
  • Income Statement Items Warrant Your Auditor’s Attention
  • Multiple Locations? Auditors Keep Close Eye on Inventory
  • How to Conduct a Year-End Risk Assessment
• Category: Business Advisory
  • What Businesses Can Expect From A Green Lease
  • 4 Best Practices For Effective Strategic Planning Meetings
  • Make Fundraising A Year-Round Commitment
  • Reviewing And Adjusting Your Marketing Strategy
  • Every Nonprofit Needs A Disaster Plan
  • Look Carefully At Three Critical Factors Of Succession Planning
  • Cost Containment: An Important Health Care Benefit
  • 5 Tips For More Easily Obtaining Cyberinsurance
  • Improve Your Company’s Sales Pipeline Management
  • Strong Billing Processes Are Critical To Healthy Cash Flow
  • Solo Business Owner? There’s A 401(k) For That
  • Cultivate Connections With A Well-Used CRM System
  • Hiring Family Members Can Offer Tax Advantages (But Be Careful)
  • In Financial Planning, Forecasts And Projections Aren’t The Same
  • Why Businesses May Want To Consider ESG In Strategic Planning
  • Is It Time For A Targeted Marketing Campaign?
  • Avoid Succession Drama With Buy-Sell Agreement
  • How To Train Your Nonprofit’s Employees To Combat Hackers
  • How To Battle Back Against Brandjacking
  • Addressing Pay Equity At Your Business
  • 6 Tried-and-True Strategies for Improving Collections
  • Be Prepared to Champion HSA Advantages
  • FAQs About QuickBooks
  • 5 Benefits Of Outsourcing Your Accounting Needs
  • Strategic Planning With Competitive Intelligence
  • Why Nonprofits Need To Track Time for Staffers
  • 5 Valuation Terms That Every Business Owner Should Know
  • Using Social Media For Customer Service
  • Is Now The Time For Your Small Business To Launch A Retirement Plan?
  • How Businesses Can Use Stress Testing
  • ACA Penalties Will Rise In 2024
  • Keep An Eye Out For Executive Fraud
  • Forming A Cross-Functional Sales team
  • Supreme Court: Overtime Rules Still Apply To Highly Compensated Employees
  • Influencer Marketing Could Help Your Business (or Not)
  • How Might The Internet of Things Affect Your Business?
  • Sailing A Steady Ship In Today’s Interesting Economy
  • SWOT Analysis Makes Better HR Decisions
  • 3 Ways Your Business Can Cut Costs
  • Getting Into Data Analytics Without Breaking The Bank
  • Unused PTO A Problem? Consider A Contribution Arrangement
  • Look Forward To Next Year By Revisiting Your Business Plan
  • Inbound vs. Outbound: Balancing Your Company’s Sales Strategies
  • Put An Advisory Board To Work For Your Nonprofit
  • Timing Your Accounting Software Upgrades
  • Does Your Succession Plan Include Estate Planning?
  • How To Ease Staffers Anxiety About Your Nonprofit’s Future
  • Take A Look At Stock Options As A Recruitment Tool
  • What To Do If Your CFO Or Controller Leaves
  • Choosing A Retirement Plan For Your Small Business
  • Operating Reserves Can Help Cushion Financial Blows
  • Start-Ups Needs A Sensible Budget
  • How Should Your Marketing Strategy Change?
  • Reinforce Your Cybersecurity Defenses Regularly
  • Supplementing Your Health Care Plan With An EBHRA
  • Manageable Growth: A Strategic Planning Focus
  • Nonprofit Restructuring Has Become Easier, But Not Without Challenges
  • Got An Endowment? You Need An Investment Advisor
  • Keep Nonprofit Board Meetings Short And Sweet
  • Associations Should Prioritize Common Interests, Not Individual Services
  • Even Nonprofits Can Benefit From AI Technology
  • Give Your Staffers a Break with an Accountable Plan
  • Reaping The Benefits of Cause Marketing
  • ERC Guidance Issued As Congress Mulls Early Termination
  • SBA Streamlines Forgiveness for Smaller PPP Loans
  • Nonprofit Fundraising: From Ad Hoc to Ongoing
  • HR Outsourcing: Considerations for Nonprofits
  • PPP Forgiveness and Repayment: What Businesses Need to Know Now
  • Tackling Volunteer Liability Issues
  • Collective Impact Projects Find Strength in Numbers
  • What Nonprofit Board Members Need to Know About Fiduciary Duties
  • What is the Status on Allowing 401(k) Match for Student Loan Payments?
  • If You are Going to Exclude Active Funds From Your Retirement Plan Investment Lineup, Have Darn Good Reasons
  • Nonprofits: Limit Disaster Damage with a Plan
  • Making the Decision to Hire New Nonprofit Staffers
  • Using Your Financial Statements to Evaluate Capital Budgeting Decisions
  • Is a Merger in Your Nonprofit’s Post-Pandemic Plans?
  • Time to Plan an In-Person Board Retreat?
  • Reduce Your Nonprofit’s Liability Risk with D&O Insurance
  • Ultra-Wealthy Donors: Elusive But Worth Your Nonprofit’s Efforts
  • PPP Application Deadline Extended
  • Whistleblower Policies Protect Both Staffers and Your Nonprofit
  • Make the Most of the Employee Retention Credit
  • The Latest on COVID-Related Deadline Extensions for Health Care Benefits
  • Nonprofits: Hit Your Targets with Benchmarking
  • Rebuilding Your Nonprofit’s Operating Reserves
  • The Case for Investment Refresh
  • Excessive Fee Litigation: The Best Defense is Compliance
  • Coronavirus, Continuity, ERISA, Stimulus Package
  • Fiduciary Errors, Avoid These Common Mistakes
  • Private Equity Investments in Defined Contribution (DC) Plans
  • Defrauded? How to Help Your Nonprofit Recover
  • How Nonprofits Can Work With Social Media Influencers
  • Will Permanent Work-From-Home Work For Your Nonprofit?
  • Don’t Make Decisions Without Data Analytics
  • Nonprofits: Get The Word Out
  • Prevent and Detect Insider Cyberattacks
  • How To Keep Your Nonprofit’s Members In The Fold
  • Nonprofit Endowments Require Knowledge and Resources
  • Congress Passes Consolidated Appropriations Act of 2021
  • Principles To Guide Your Nonprofit’s Relationship With Donors
  • Smart Nonprofit Leaders Know How To Delegate
  • How Much Insurance Does Your Nonprofit Need to Mitigate Risk?
  • Why Your Nonprofit Must Make Time for Accountability
  • Candid Communication Can Help Ease Nonprofit Staffer’s Anxiety
  • Your Nonprofit May Have A License To Print Money
  • Plan Documents… Save or Purge?
  • Defined Contribution Recordkeeper Consolidation Continues
  • Should You Reach Out to “Effective Altruists?”
  • Collective Impact Initiatives: All For One and One For All
  • Are You Hearing About Financial Wellness?
  • Have You Ever Considered Offering a Phased Retirement Program?
  • Good News 401(k)
  • Private Foundations Need Strong Conflict-of-Interest Policies
  • Should Your Nonprofit Accept That New Grant?
  • How to Codify Your Nonprofit’s Ethics
  • Allowable Plan Expenses: Can the Plan Pay?
  • It’s That Time Again! Back-to-School for Fiduciaries
  • What Constitutes Proper Documentation of Retirement Plan Committee Meetings?
  • Why You Need to Communicate with Employees
  • Main Street Lending Program Now Open to Nonprofit Applicants
  • To Find New Revenue Opportunities, Think Like an Auditor
  • An Advisory Board Can Complement Your Nonprofit’s Board of Directors
  • Are Your Participants Experiencing a Fee Imbalance?
  • Appealing To The Next Generation Of Supporters
  • How and When to Pay Plan Expenses with Plan Assets
  • Beware of the IRS and DOL: Four Red Flags They Seek on Form 5500
  • Is it Time For a Plan Refresh?
  • Rebuilding Your Nonprofit’s Board
  • When Nonprofit Contributions Are Quid Pro Quo
  • Is Your Nonprofit’s Tap Running Dry?
  • Time To Team Up: Nonprofit Partnerships
  • Complying With ERISA 404(c)
  • Should your Company Implement a Student Loan Assistance Program?
  • The A to Z of QOZs: The Facts about Qualified Opportunity Zone Investments
  • Addressing Employee Education Strategically
  • CARES Act Coronavirus (COVID-19) Relief to Businesses
  • President Trump Signs Into Law the CARES Act
  • CARES Act Will Provide Billions of Dollars of Relief
  • Crisis Management Checklist for Small Businesses
  • Clearing The Cobwebs From Your Nonprofit’s Program Offerings
  • How Are You Going To Find Your Nonprofit’s Next Executive?
  • The Families First Coronavirus Response Act
  • House Passes Families First Cornovirus Response Act
  • Matching Gifts Double The Impact of Donors’ Contributions
  • Understanding Sole Proprietorship vs LLCs
  • Improve Your Nonprofit’s Strategic Planning With A “Real-Time” Approach
  • Tips for Preventing Uncashed Retirement Checks
  • Is Your Turnover Rate Routine? What You Need to Know About Partial Plan Terminations
  • Considering a Traditional Safe Harbor Retirement Plan?
  • Use Plan Analytics To Evaluate Your Retirement Plan
  • Can Your Board Recognize Financial Red Flags?
  • Too Many Choices: How Many Investment Options Should You Offer?
  • ERM: A Systemic Approach To Reducing Your Nonprofit’s Risks
  • The SECURE Act Changes The Rules For Employers On Retirement Plans
  • Retirement Plan Improvement By Having Employees Join
  • Why CFOs Should Consider A Plan Administrator
  • Financial Wellness and Productivity: How are your Employees Affected?
  • How To Gather More Feedback From The People You Serve
  • Conflict-Of-Interest Policies Are Too Important For Nonprofits To Neglect
  • Executing Your Nonprofit’s Capital Campaign
  • Yes, SEO Is Also Important For Nonprofits
  • Keep Your Nonprofit Afloat With A Leadership Succession Plan
  • How Many Directors Does Your Nonprofit’s Board Need?
  • How Nonprofits Can Take Advantage Of Corporate Volunteers
  • Top Ten Fiduciary Responsibilities
  • The More You Know: Automatic Enrollment Notices
  • Beat Healthcare Costs with a Financial Wellness Program
  • The Top Three Reasons to Outsource Fiduciary Services
  • Need To Know: Give Your Nonprofit’s Board The Right Information
  • Keeping in Compliance: IRS Tips for Plan Sponsors
  • Buy or Lease? Both Can Benefit Nonprofits
  • Four Ways to Increase Employee Retirement Contribution Participation
  • Fight Fundraising Obstacles With Personal Appeals
  • The Impact of Auto-Enrollment Into Retirement Plans
  • 3(38) or 3(21): Which Fiduciary Service is Right for You?
  • Nonprofit Financial Management: Streamlining Operations for Maximum Efficiency
  • Non Profit Salaries: Why Mission Matters When it Comes to Employee Satisfaction
  • Protecting Youth Sports Leagues From Fraud
  • Nonprofits Can Borrow, But Finding A Lender May Be Tough
  • Student Loan Contribution Programs: The New Way to Recruit and Retain Millennials in Today’s Workplace
  • Nonprofits: How To Invest In An Investment Advisor
  • Four Reasons to Integrate Health Savings into your Retirement Plan
  • Creating Employer Sponsored Retirement Plans: What Small- and Medium-Sized Business Owners Need to Know
  • To Make the Most of Social Media, Just “Listen”
  • Creating a Financial Plan for Small Businesses
  • Retirement Plan Options for Small Businesses Expanded By DOL
  • Making Your Nonprofit’s Special Event Profitable
  • Should You Revise Your Nonprofit’s Bylaws?
  • The SECURE Act
  • Protect Your Nonprofit From Occupational Fraud Threats
  • Summer Homework for Fiduciaries
  • Nonprofits: Harness The Power Of Cause Marketing
  • Fiduciary Duties: What Your Board Needs To Know
  • Protect Your Nonprofit By Cross-Training Staff
  • Updated Rules For Use Of Employer-Provided Vehicles
  • Don’t Let A Disaster Defeat Your Nonprofit
  • Developing a Fundraising Plan That Works
  • Can “Collective Impact” Help Your Nonprofit Accomplish More?
  • Outsourcing Your Nonprofit’s Human Resources Function
  • Nonprofit Board Retreats: The Pause That Refreshes
  • Why You Should Run Your Nonprofit Like A Business
  • Writing A Winning Grant Proposal
  • Nonprofits: You Too Could Fall Victim To A Celebrity Scandal
  • Does Your Nonprofit Adequately Protect Whistleblowers?
  • D&O Insurance: Some FAQs For Nonprofits
  • How To Convince Donors To Remove “Restricted” From Their Gifts
  • The Operating Reserve Is Your Nonprofit’s Financial Safety Net
  • Charitable Donations: Unraveling The Mystery of Motivation
  • Are Your Volunteers Putting Your Nonprofit At Risk?
  • Financial Best Practices for Religious Congregations
  • Nonprofit Surveys: Dos and Don’ts for the 5 D’s
  • Don’t Let The “Commerciality Doctrine” Trip Up Your Nonprofit
  • Delegation Best Practices for Nonprofit Leaders
  • How A Fiscal Sponsorship Works for Fledgling Charities
  • Has Your Nonprofit Shifted From Overhead To Impact?
  • Nonprofit Accountability: Here’s How To Embrace It
  • Using Insurance To Manage Your Nonprofit’s Risk
  • Leadership’s Role During A Nonprofit’s Merger or Acquisition
  • Volunteers Are Assets Nonprofits Must Protect
  • Nonprofits: Be Prepared For Sudden Outpouring Of Donations
  • Steering Your Nonprofit Through Its Growth Stage
  • Update Your Nonprofit’s Social Media Policy
  • Why Nonprofits Might Revisit The Donor Bill of Rights
  • Private Foundations: Avoid Accusations of Self-Dealing
  • Data Analytics Can Solve Nonprofit’s Biggest Challenges
  • Should Your Nonprofit Hold Virtual Board Meetings?
  • 3 Steps To A More Ethical Organization
  • Financial Sustainability and Your Nonprofit
  • Knowing Whether Income Is Sponsorship or Advertising
  • 3 Ideas for Recruiting Nonprofit Volunteers
  • Evaluating Your Plan’s Fees? Think More, Not Less.
  • Should Your Nonprofit Have An Advisory Board?
  • 4 Steps To Boosting Positive PR For Your Nonprofit
  • Mature Nonprofits Face Changing Priorities
  • Make Telecommuting Work For Your Nonprofit
  • Cryptocurrency 101
  • Nonprofit’s Board Providing Adequate Fiscal Oversight?
  • Spring Cleaning: Review Your Nonprofit’s Programs
  • Boosting The Matching Gifts Your Nonprofit Receives
  • Is Your Nonprofit Ready To Hire New Staffers?
  • Collaborating For A Cause: Nonprofit Alliances
  • Conflict-of-Interest Checklist for Nonprofits
  • HSAs: A Tax Trifecta Investment Opportunity
  • Treasury Suspends Requirements On Partnership Interests
  • Don’t Let Donor Fatigue Erode Support for Your Nonprofit
  • Which Board Structure is Right for your Nonprofit?
  • Member Retention Tips for Nonprofits
  • Five Ways to Expand Your Definition of “Benefits”
  • How Nonprofits Successfully Execute a Capital Campaign
  • 5 Strategies for Struggling Nonprofits
  • Plan-Level Rate of Return—Useful or Useless?
  • Improving Automatic Enrollment
  • Do You Send Participant Notices via Email? Should you?
  • Your Company’s Retirement Plan Design
  • Consider an ESOP When Succession Planning
  • Mergers & Acquisitions: The Lessons Learned
• Category: Corporate Tax
  • The Tax Consequences Of Employer-Provided Life Insurance
  • Game on! Make Sure Your Nonprofit Follows Tax Rules
  • House Ways and Means Committee Advances Tax Legislation
  • Incentive Stock Options for Tax Reporting
  • The Biden Administration Proposes Far-Reaching Tax Overhaul
  • The American Rescue Plan Act: What’s In It For You?
  • The IRS Provides Guidance On Meal and Entertainment Deductions
  • The U.S. Department Of Labor Finalizes The New Overtime Rule
  • How to Substantiate Business Expenses Accurately
  • The Best Business Structures for Optimal Tax Efficiency
  • Understanding Small Business Income Tax and Other Taxes
  • A Company Guide to Obtaining Tax Credits for R&D Activities
  • TCJA Glitches and the Extenders: Uncertainty Looms
  • Public Companies To Disclose Stock Hedging Policies And Practices
  • Federal Government Shutdown Creates Tax Filing Uncertainty
  • IRS Proposed Regs on Business Interest Expense Deductions
  • Tax Incentives For Opportunity Zones In Low Income Areas
  • Year-End Tax Planning Strategies for Businesses
  • The Business Meal Deduction Lives On Post-TCJA
  • Regulations On Pass-Through Business Income Deduction
  • IRS Issues Guidance On New Bonus Depreciation Rules
  • Supreme Court Opens Door to Taxation of Online Sales
  • Employer Credit for Paid Family and Medical Leave
  • Top 10 Things Companies Need to Know About Tax Reform
  • Watch Out For Tax-Related Identity Theft Scams
  • Business Interest Expense Deductions Guidance
  • Section 163 (J) Interest Limitation Guidance
  • Section 199A Deduction for Qualified Business Income
  • Tax Reform Planning: 7 Things to Look Out For
  • Disclosure Rules for CRS Avoidance Arrangements
  • The Pass-Through Provisions of the TCJA
  • Insight For Long Term Capital Gain Treatment
  • NY Commercial Rent Changes for Small Businesses
  • Section 199A Deduction of Qualified Business Income of Pass-Through Entities
  • NY Life Sciences Refundable R&D Tax Credit
  • Treasury Provides Guidance with Repeal of Section 958
  • Opportunity Zones In Low Income Communities
  • State and Local Tax Issues In The Tax Cuts and Jobs Act
  • Impact of Tax Reform on Choice of Entity Determinations
  • Research Tax Credits, Domestic Production
  • Tax Cuts and Jobs Act Offers Tax Breaks for Businesses
  • New Tax Law Provides More Generous Tax Breaks
  • Congress Passes Biggest Tax Bill Since 1986
  • Impact of Tax Reform on Financial Statements & Tax Rates
• Category: Employee Benefits & Compensation
  • Evaluate Whether A HSA Is Beneficial To You
  • Why Nonprofits Should Be Transparent About Compensation
  • Cut Taxes By Reimbursing Expenses With An Accountable Plan
  • 2023 “Nanny Tax” For Domestic Workers
  • Drafting Your Estate Plan Isn’t A Do-It-Yourself Project
  • 2021 Individual Taxes: Answers To Your Questions About Limits
  • What Happens If An Individual Can’t Pay Taxes
  • Compensating Nonprofit Board Members
• Category: Federal Tax
• Category: HR Advisory
• Category: Individual Tax
  • Investment Swings: What’s The Tax Impact?
  • Did Your Spouse’s Estate Make A Portability Election?
  • Tax Rules For Selling Your Home
  • Disabled Family Members May Benefit From ABLE Accounts
  • Retirement Account Catch-up Contributions Can Add Up
  • Inheriting Stock Or Other Assets? You’ll Receive A Favorable “Stepped-Up Basis”
  • That Email Or Text From The IRS: It’s A Scam!
  • Should You Consider A SLAT Trust?
  • Married and Not Earning Compensation? Consider a Spousal IRA
  • When Can Seniors Deduct Medicare Premiums On Their Tax Returns?
  • Reduce The Impact Of The 3.8% Net Investment Income Tax
  • Benefits Of A Living Trust For Your Estate
  • Being a Gig Worker Comes With Tax Consequences
  • Navigating Tax Implications in Retirement
  • Questions You Have After Filing Your Tax Return
  • Why You Might Want To File Early This Tax Season
  • Tax News For Investors and Users of Cryptocurrency
  • There’s A Favorable “Stepped-Up Basis” If You Inherit Property
  • The Tax Rules For Donating Artwork To Charity
  • Some Taxpayers Qualify For Favorable “Head Of Household” Fling Status
  • The 2022 Gift Tax Return Deadline Is Coming Up Soon
  • Claiming Losses On Depreciated Or Worthless Stock
  • Awarded Money In A Lawsuit Or Settlement? It’s Only Tax-Free In Certain Circumstances
  • Make An IRA Contribution For Last Year
  • Child Tax Credit: The Rules Keep Changing But It’s Still Valuable
  • Answers About 2023 Deductions / Limits
  • Tax-Saving Ways To Help Pay For College
  • Tax-Wise Ways To Save For College
  • Renting To A Relative? Watch Out For Tax Traps
  • Save For Retirement By Contributing To Your 401(k) Plan
  • Selling Stock: Watch Out For The Wash Sale Rule
  • Answers: Taking Withdrawals From IRAs
  • Strategies For Investors to Cut Year-End Taxes
  • Year-End Charitable Contributions
  • How Savings Bonds Are Taxed
  • Annual Gift Tax Exclusion Amount Increases For 2023
  • Adopting A Child? Bring Home A Tax Break Too
  • How Inflation Will Affect Your 2022 And 2023 Tax Bills
  • Should You File A Joint Tax Return For The Year Of Your Spouse’s Death?
  • Plan Now To Make Tax-Smart Year-End Gifts To Loved Ones
  • Financial Consequences Of Municipal Bonds
  • Investing In The Future With A 529 Education Plan
  • Year-End Tax Planning Ideas For Individuals
  • Don’t Forget Estate Taxes During Planning
  • Seller-Paid Points: Can Homeowners Deduct Them?
  • Is Your Income High Enough To Owe Two Extra Taxes?
  • The Inflation Reduction Act: What’s In It For You?
  • Do You Qualify For Home Office Deductions?
  • An “Innocent Spouse” May Be Able To Escape Tax Liability
  • Estimated Tax Payments: Who Owes Them And When Is The Next One Due?
  • Is Your Withholding Adequate? Here’s How To Check
  • How To Avoid The Early Withdrawal Tax Penalty On IRA Distributions
  • The Kiddie Tax: Does It Affect Your Family?
  • Interested In An EV? How To Qualify For A Powerful Tax Credit
  • How Disability Income Benefits Are Taxed
  • Vehicle-Related Expenses: Can Individual Taxpayers Deduct Them?
  • Five Tax Implications Of Divorce
  • Your Estate Plan: Don’t Forget About Income Tax Planning
  • Social Security Benefits: Do You Have To Pay Tax On Them?
  • Is It A Good Time For A Roth Conversion?
  • The Ins And Outs Of Series EE Savings Bond Taxation
  • IRA Charitable Donations: An Alternative To Taxable Required Distributions
  • Caring For An Elderly Relative? You May Be Eligible For Tax Breaks
  • Valuable Gifts To Charity May Require An Appraisal
  • Want To Turn A Hobby Into A Business? Consider Tax Rules
  • Thinking About Converting Your Home Into A Rental Property?
  • Once You File Your Tax Return, Consider These 3 Issues
  • Selling Mutual Fund Shares: What Are The Tax Implications?
  • Tax Deadline: If You’re Not Ready, File An Extension
  • The Tax Rules of Renting Out a Vacation Home Property
  • When Inheriting Money, Be Aware of IRD Issues
  • Lost Your Job? Here Are The Tax Aspects Of An Employee Termination
  • Did You Make A Charitable Contribution In 2021?
  • There Still May Be Time To Cut Your Tax Bill With An IRA
  • Are You Ready For The 2021 Gift Tax Return Deadline?
  • Married Couples Filing Separate Tax Returns: Why Do It?
  • The Ins and Outs of IRAs
  • Tips To Speed Processing and Avoid Hassles This Tax Season
  • Safeguard Your Information By Filing Your Tax Return Early
  • Are You Eligible For A Medical Expense Tax Deduction?
  • Gig Workers Should Understand Their Tax Obligations
  • There’s A Deduction For Student Loan Interest … But Do You Qualify For It?
  • Stock Market Investors: Year-End Tax Strategies To Consider
  • How Are Court Awards And Out-Of-Court Settlements Taxed?
  • With Year-End Approaching, 3 Ideas That May Help Cut Your Tax Bill
  • New Digital Asset Reporting Requirements
  • Remember To Use Up Your Flexible Spending Account Money
  • Strategies For Donating To Charity or Gifting to Loved Ones
  • Factor Taxes If Relocating To Another State In Retirement
  • Factor Taxes If Relocating To Another State In Retirement
  • You May Owe “Nanny Tax” Even If You Don’t Have A Nanny
  • Vacation Home: How Is Your Tax Bill Affected If You Rent it Out?
  • Navigating The Tax Landscape When Donating Works of Art To Charity
  • The Tax Score of Winning
  • Disasters and Your Taxes: What You Need To Know
  • Planning for Year-End Gifts with the Gift Tax Annual Exclusion
  • Does Your Employer Provide Life Insurance? Here Are the Tax Consequences
  • ABLE Accounts May Help Disabled or Blind Family Members
  • Scholarships Are Usually Tax Free But They May Result in Taxable Income
  • 5 Possible Tax Aspects of a Parent Moving into a Nursing Home
  • You May Have Loads of Student Debt, but it May be Hard to Deduct the Interest
  • There’s Currently a “Step-Up Basis” if You Inherit Property — But Will it Last?
  • Can Taxpayers Who Manage Their Own Investment Portfolios Deduct Related Expenses? It Depends
  • IRS Audits May Be Increasing, So Be Prepared
  • Are You a Nonworking Spouse? You May Still Be Able to Contribute to an IRA
  • Here Come the Child Tax Credit Payments: What You Need to Know
  • Seniors May Be Able to Write Off Medicare Premiums on Their Tax Returns
  • Tax-Favored Ways to Build Up a College Fund
  • Retiring Soon? 4 Tax Issues You May Face
  • Plan Ahead for the 3.8% Net Investment Income Tax
  • Tax Credit Payments: Many Parents Will Receive Advance Payments Beginning July 15
  • Still Have Questions After You File Your Tax Return?
  • President Biden Details His Tax Proposals for Individuals
  • Unemployed last year? Buying health insurance this year? You may benefit from favorable new changes
  • Home Sales: How to Determine Your “Basis”
  • Who Qualifies for “Head of Household” Tax Filing Status?
  • How to Ensure Life Insurance Isn’t Part of Your Taxable Estate
  • New Law Tax Break May Make Child Care Less Expensive
  • New Law: Parents and Other Eligible Americans to Receive Direct Payments
  • Recent Law Changes May Impact Your Retirement Savings
  • The Power Of The Tax Credit For Buying An Electric Vehicle
  • Don’t Forget To Take Required Minimum Distributions This Year
  • Educate Yourself About The Revised Tax Benefits For Higher Education
  • The COVID-19 Relief Law: What’s In It For You?
  • Can You Qualify For A Medical Expense Tax Deduction?
  • Your Taxpayer Filing Status: You May Be Eligible To Use More Than One
  • Maximize Your 401(k) Plan to Save For Retirement
  • Employees: Don’t Forget About Your FSA Funds
  • Taking Distributions From A Traditional IRA
  • How Series EE Savings Bonds Are Taxed
  • Disability Income: How is it Taxed?
  • What Do The 2021 Cost-of-Living Adjustment Numbers Mean For You?
  • Divorcing Couples Should Understand These 4 Tax Issues
  • Buying and Selling Mutual Fund Shares: Avoid These Tax Pitfalls
  • What Tax Records Can You Throw Away?
  • There May Be Relief From Tax Liability For “Innocent Spouses”
  • Why it’s Important to Plan For Income Taxes as Part of Your Estate Plan
  • Homebuyers: Can You Deduct Seller-Paid Points?
  • Back-to-School Tax Breaks On The Books
  • Will You Have to Pay Tax on Your Social Security Benefits?
  • The tax Implications of Employer-Provided Life Insurance
  • Are Scholarships Tax-Free or Taxable?
  • Take Advantage of A “Stepped-Up Basis” When You Inherit Property
  • After You File Your Tax Return: 3 Issues to Consider
  • What Qualifies As A “Coronavirus-Related Distribution” From A Retirement Plan?
  • Student Loan Interest: Can You Deduct It On Your Tax Return?
  • IRA Account Value Down? It Might Be A Good Time For A Roth Conversion
  • Another Way to Save: New Tax Credit for Plan Participants
  • Why You Should Keep Life Insurance Out Of Your Estate
  • Tax Favored Investments that Savvy Investors Need to Consider
  • What Airbnb Tax Deductions are Available for San Francisco Hosts?
  • Are There Property Tax Deductions for Vacation or Rental Homes?
  • Home Is Where The Tax Breaks Might Be
  • Tax Credits May Help With The High Cost of Raising Children
  • The Tax Aspects Of Selling Mutual Fund Shares
  • Your Home Office Expenses May Be Tax Deductible
  • Do You Have A Side Gig? Make Sure You Understand Your Tax Obligations
  • 3 Last-Minute Tips That May Help Trim Your Tax Bill
  • Medical expenses: What It Takes To Qualify For A Tax Deduction
  • IRS Updates Rules For Mileage-Related Deductions
  • What Is Your Taxpayer Filing Status?
  • How IRS Passive Activity Loss Rules Can Impact You
  • How To Keep Track of Small Tools and Equipment
  • Participant Corner: Three Tax Tips that Can Help as You Approach or Begin Retirement
  • IRA Charitable Donations Are An Alternative To Taxable Required Distributions
  • Use A Coverdell ESA To Help Pay College, Elementary & Secondary School Costs
  • Watch Out For Tax-Related Scams
  • Take Advantage Of The Gift Tax Exclusion Rules
  • Uncle Sam May Provide Relief From College Costs On Your Tax Return
  • The Tax Implications of Being a Jackpot Winner
  • The “Kiddie Tax” Hurts Families More Than Ever
  • The “Nanny Tax” Must Be Paid For More Than Just Nannies
  • How to Utilize Net Unrealized Appreciation in Your Tax and Investment Strategy
  • Volunteering For Charity: Do You Get A Tax Break?
  • Off To Day Camp? You May Be Eligible For A Tax Break
  • Donating A Vehicle To Charity May Not Be A Taxwise Decision
  • The Best 3 Long-Term Tax Strategies For High Income Earners
  • Selling Your Home? Consider These Tax Implications
  • Casualty Loss Deductions: Only For A Federally Declared Disaster
  • Working After Age 70½? 401(k) Withdrawals Not Required
  • Stretch Your Spending Money With The Dependent Tax Credit
  • Vehicle-Expense Deduction Ins And Outs For Individuals
  • Check Deductibility Before Making Year-End Charitable Gifts
  • Donate Appreciated Stock For Twice The Tax Benefits
  • 529 Plans: Two Tax-Advantaged Education Funding Options
  • Year-End Tax Planning For Investments Gets Complicated
  • Donating Artwork To Charity: Ins and Outs
  • Save Tax If Your Vacation Home Qualifies As A Rental Property
  • Play Your Tax Cards Right With Gambling Wins And Losses
  • Why The “Kiddie Tax” Is More Dangerous Than Ever
  • What You Can Deduct When Volunteering
  • Do You Know the ABCs of HSAs, FSAs and HRAs?
  • Investing in Qualified Small Business Stock
  • The Tax Impact of the TCJA on Estate Planning
  • Why You Should Factor in State and Local Taxes When Retiring
  • Saving Tax on Restricted Stock Awards
  • Can I Claim My Parents as Dependents on My Taxes?
  • Home Equity Borrowers Get Good News from the IRS
  • Families With College Students May Save On Their Taxes
  • TCJA Temporarily Lowers Medical Deduction Threshold
  • Can You Deduct Home Office Expenses?
  • TCJA: Key Provisions Affecting Individuals
  • How Will the TCJA Affect Your Estate Plan?
  • IRS Guidance for Research Credit Expenses
• Category: International Tax
  • Nonprofits Shouldn’t Venture Abroad Without A Map
  • How Will Revised Tax Limits Affect Your 2022 Taxes?
  • FBAR Filing Requirements & Other Considerations for Taxpayers with Foreign Assets
  • International Tax Planning Strategies: What You Need to Know When Working Abroad
  • Treasury Issues Additional Guidance Under Section 965
  • Section 965: Treasury Provides Additional Guidance
• Category: News
  • SD Mayer Merges in TNT Inc. Certified Public Accountants, Brings On Helen Johnson CPA
  • New ARPA Proposes to Help “Rescue” Nonprofits
  • New Revenue Idea? Watch Out For The Commerciality Doctrine
  • KRON4 News: US Government’s Small Business Lending Program Runs Out of Money
  • KRON4 News: Bay Area Accounting Firm Helps Small Businesses with Paycheck Protection Loan Applications
  • Stephen D. Mayer Honored with Riordan High School’s Chaminade Award
  • Congress Rolls Back Burdensome UBIT On Transportation Benefits
  • IRS Updates Rules For Using Per Diem Rates
  • New Restructuring Rules May Reduce A Nonprofit’s Filing Burden
  • SD Mayer Announces Addition of New Tax Partner
  • IRS Issues Final QBI Real Estate Safe Harbor Rules
  • Annual Firm-Wide Community Giving Day
  • SD Mayer To Exhibit During Small Business Expo
  • Global Gift Fund to Support New Preschool in Kenya
  • SD Mayer & Associates Joins BDO Alliance USA
  • SD Mayer Announces Financial Planning Workshop Series
  • SD Mayer Shares Best Practices At Restaurant Conference
  • SD Mayer Raises $15,000 for North Bay Fire Relief Efforts
  • SDM Technology | 2017 Dell Boomi Partner of the Year
  • SDM Announces Acquisition of PMB Helin Donovan (PMBHD)
  • SDM Named a 2016 Best Place to Work
  • Community Activity: Boys and Girls Clubs of San Francisco
  • Best Places To Work: SDM Ranked #2
  • Former BPM CEO Steve Mayer Sets Up New Firm
• Category: Nonprofit
  • Build a Better Nonprofit Board With Term Limits
  • Nonprofits: Ready, Set, Audit!
  • Private Foundations: “Disqualified Persons” Must Color Within The Lines
  • Nonprofits: Special Events Call For Tax Planning
  • Be Smart When Accepting Cryptocurrency Donations
  • Do You Need To Shake Up Your Nonprofit’s Culture With New Ideas?
  • How To Get The Attention Of High-Net-Worth Philanthropists
  • Putting The “Public” Back In Your Nonprofit’s PR Efforts
  • Overcoming Benchmark Resistance In Your Nonprofit
  • Stealing From Your Nonprofit Youth Sports League
  • Should You Reassess Your Nonprofit’s Office Space?
  • Nonprofits and Insurance: Getting It Just Right
  • Keeping in Compliance with Uniform Guidance
  • Nonprofits: 4 Signs That Something May Be Awry
  • Nonprofit: Make A Fraud Recovery Plan Now
  • Make Your Nonprofit’s Auction A Success By Following IRS Rules
  • Data Analytics Is More Accessible Than You Think
  • Is Effective Altruism All It’s Cracked Up To Be?
  • Passing The Public Support Test
  • Are Your Accounting And Development Departments Like Oil And Water?
  • Why You Should Connect With Giving Circles
  • Give Your Organization’s Members A Reason To Renew
  • A Refresher On Nonprofit Endowment Management
  • Valuing Tangible Property Donations Isn’t Simple
  • Even Perfectionists Can Learn To Love Delegation
  • Before Your Nonprofit Celebrates That New Grant …
  • Tips To Help Prevent Accounting And Tax Errors
  • New Accounting Standard & Your Nonprofit
  • Protecting Your Nonprofit From Cybercriminals
  • Why Your Nonprofit Might Want To Compensate Board Members
  • Putting Accountability Into Practice
  • Keep Your Religious Congregation IRS Compliant
  • Fair Labor Standards Act (FLSA): Classify Staffers
  • Don’t Let Disaster Fraud Victimize Your Nonprofit
  • Regain Your Tax-Exempt Status
  • Is It Time To Refresh Your Nonprofit’s Board?
  • What Makes Charitable Donors Give?
  • Financial Dashboards: Nonprofit Key Performance Indicators
  • How Your Nonprofit Can Break Bad Budget Process Habits
  • How To Share Your Nonprofit’s Values And Limit Fraud Losses
  • For A Stronger Nonprofit, Increase The Number Of Income Streams
  • If You’re Hiring, Take A Look At Veterans
  • Promoting Your Nonprofit With Your Annual Report
  • What Revenue Numbers Can Reveal About Your Nonprofit’s Financial Health
  • Dangerous Donations: Should Your Nonprofit Risk Bad Publicity?
  • Is Your Nonprofit Paying Enough Attention To Generation Z?
  • Reviewing — And Possibly Revising — Your Nonprofit’s Spending Policy
  • Election Season Is Here! Watch Your Nonprofit’s Activities
  • How To Cut Costs Instead Of Your Nonprofit’s Staff
  • Oversight And Controls Are Key To Limiting Fraud In Nonprofits
  • Find Your Nonprofit’s Next Leader With A Team And A Plan
  • For Nonprofits, Quid Pro Quo Isn’t A Simple Exchange
  • Nonprofits: Tips For Getting The Grant
  • Support Your Nonprofit’s Financial Plans With Board Designations
  • Matching Gifts Make Donations Twice As Sweet
  • CFO, Yes Or No? Here’s How To Decide
  • What Charitable Givers Need To Know About Taxes
  • Making Your Return To In-Person Fundraiser Successful
  • Need Volunteers? Try Local Companies
  • Time To Spring Clean Your Programming Lineup
  • Classify Your Nonprofit’s Workers / Contractors Correctly — Or Risk Repercussions
  • Is Your Nonprofit on Track? Ask Your Clients
  • Conflict-of-Interest Policies: It’s About Trust
  • Nonprofits: Seize The Day With Real-Time Strategic Planning
  • No Audit Required? Do It Anyway
  • Keeping Your Nonprofit’s Remote Workers Connected
  • Walking A Tightrope? ERM Can Help
  • How To Recruit When Job Candidates Have The Upper Hand
  • Big, Small Or In-Between: Your Nonprofit’s Board Size Is Up To You
  • Handle Your Nonprofit’s Restricted Gifts With Care
  • Are Your Social Media Accounts Working For — Or Against — You?
  • Should Your Established Nonprofit Sponsor a Smaller Project?
  • Budgeting Ideas For Uncertain Times
  • Credit Card Use Policy Helps Prevent Abuse
  • Why Excess Benefit Transactions Are Out-Of-Bounds
  • Preparing Your Nonprofit For An Enviable Challenge
  • Loan-Hunting Tips For Nonprofits
  • Established Nonprofits Must Continue To Build and Grow
  • Your Board Can’t Do Its Job Without Information From You
  • When Nonprofits Should Return Donations
  • Getting Personal For Fundraising Success
  • Does Your Nonprofit Owe UBIT on its Sponsorships and Advertising?
  • Protect Your Organization’s Fragile Tax-Exempt Status
  • 3 Steps To A More Financially Resilient Future
  • Nonprofits: How to Acknowledge Donor Gifts
  • How Nonprofits Should Classify Their Workers for Tax Purposes
  • How to Regain Your Tax-Exempt Status After Losing It
  • UBTI: Making Sense of Unrelated Business Taxable Income for Nonprofits
  • How Taxes Affect Your Nonprofit’s Donors
  • What 401c3 and Other Nonprofits Need to Know About Filing Tax Forms
  • When Nonprofits Need To Register In Multiple States
  • Holding On To Your Nonprofit’s Exempt Status
  • Don’t Let Unemployment Insurance Fleece Your Nonprofit
  • Nonprofits: Look Before You Leap International Borders
  • Make A Licensing Agreement Work For Your Nonprofit
  • Make Sure Your Nonprofit is Tax-Compliant
  • Does Your Nonprofit Properly Report Donations?
  • How Nonprofits Can Regain Their Tax-Exempt Status
• Category: Retirement
  • Life Insurance Can Be A Powerful Estate Planning Tool
  • To Avoid Confusion After Your Death, Have Only An Original, Signed Will
  • Protected: How To Address Your Frequent Flyer Miles In Your Estate Plan
  • Asset Protection: How To Shield Your Wealth From Lawsuits And Creditors
  • Put Restrictions On Your Large Charitable Gifts For Added Peace Of Mind
  • You’ve Been Asked To Serve As Executor, Now What?
  • Ease The Burden Of Being A Member Of The Sandwich Generation With These Action Steps
  • What To Consider When Choosing A Guardian?
  • If You’re Married, Coordinate Your Estate Plans
  • Protected: You’ve Received A Sizable Inheritance: Now What?
  • Don’t Overlook These Two Estate Planning Strategies
  • Addressing Guns in an Estate Plan Requires Special Knowledge
  • Avoiding Challenges To Your Estate Plan
  • Protected: Have You Planned For Long-Term Care Expenses?
  • Breathe New Life Into A Trust By Decanting It
  • An Estate Planning “Road Map” Can Act As A Catchall For Your Final Thoughts
  • Should You Move Your Trust To Another State?
  • Plan Carefully To Avoid GST Tax Surprises
  • Enacting A Spendthrift Trust Can Be Beneficial To Your Loved Ones
  • Have You Reviewed Your Life Insurance Needs?
  • To File Or Not To File A Gift Tax Return
  • Provide Your Heirs The Option Of Creating An Inheritor’s Trust
  • Joint Ownership Isn’t Right For All Estate Plans
  • Is Your Revocable Trust Fully Funded?
  • Business Owners: Revisit Buy-Sell Agreements
  • Protected: Single Parent’s Should Review Their Estate Plan
  • Run The Numbers Before Donating Appreciated Assets
  • Addressing IP In An Estate Plan Can Be Tricky
  • Don’t Overlook Foreign Assets When Planning Your Estate
  • Estate Planning Vocab 101: Executor And Trustee
  • QDIA…. Why is it Important?
  • Budgeting for Retirement
  • To Roth or Not to Roth
  • Four Tips for Increasing Your Retirement Dollars
  • Retirement Plan Check-Up
  • Four Basic Steps For a Successful Retirement
  • Five Key Decisions For A Successful Retirement
  • Closing The Retirement Gender Gap: How Retirement Plan Advisors Can Help
  • Simple Secrets for Retirement Success
  • Take Advantage of Your Company’s Retirement Plan Matching Program
  • The Importance of Keeping Beneficiary Information Updated
  • How Matching Retirement Contributions Can Benefit Your Company
  • Retirement Readiness – Planning for the First Day of the Rest of Your Life
  • Participant Corner: Borrowing Against Your Retirement Plan: More Costly Than You Think
  • The FIRE Movement: What “Financial Independence, Retire Early” Means for Young Investors
  • Ten Reasons to Roll Over Into Your Retirement Plan vs. an IRA
  • Participant Corner: Your Retirement Date
  • Retirement 101
  • No Beneficiary Designation. Who Gets the Money?
  • To Bond or Not to Bond?
  • Women in Retirement: 60 Percent Not Saving Enough
  • I’m Too Young to Save for Retirement!
  • Oversimplification Endangers Retirement Savings
  • Financial Wellness Insights: Top Financial Goals
  • Wealth Building Tips for Millennials
• Category: State and Local Tax
• Category: Steve's Corner
  • Chapter Ten: Why We Bought a Bookstore
  • Chapter Eight: Abraham, Martin and John
  • Reflection On What It Takes To Become Successful
  • Chapter Seven: My Saab Story and Other Lessons
  • Chapter Six: The “Flag Thing”
  • The First 1111 Days at SDM
  • Super Bowl City – Chase Perfection Catch Excellence
  • Are You Up for the SDM 52 Week Challenge?
  • Chapter Five: New Year’s Goals — A Different Approach
  • Chapter Four: Veterans Day — They Fought For Us
  • Chapter Three: Two Rules
  • Chapter Two: The Three Suitcases and Culture
  • Chapter One: Chase Perfection — Catch Excellence
  • The Bank Story
  • Avon Walk for Breast Cancer 2014—We Survived!
  • From Accountant to Ironman — and Back
  • Why I Started SD Mayer & Associates and Our Values
  • Spring Training for Your Finances
  • It Takes Great People to Make Money & Become Successful
  • Man in Black
• Category: Tax
  • Paperwork You Can Toss After Filing Your Tax Return
  • Retirement Plan Early Withdrawals
  • Stock Options Tax Planning: What You Need to Know About ISOs and NQSOs
• Category: Wealth Management
  • What Are The Pros And Cons Of Custodial Accounts For Minors?
  • Protected: The Time To Make Health Care Decisions Is When You’re Healthy
  • If Your Family Owns a Vacation Home, Address It Carefully In Your Estate Plan
  • Lifetime Gifts or Bequests At Death Can Be Complex
  • Should You Consider A Psychiatric Advance Directive?
  • A Letter Of Instruction Complements A Will
  • Springing Vs. Nonspringing Power Of Attorney
  • Instill Family Values With A FAST
  • Understand Your Spousal Property Rights
  • Thinking About Participating In Your Employer’s 401K Plan?
  • Is A Health Savings Account Right For You?
  • Online Security Tips From The Department Of Labor
  • Caveat Guarantor
  • Collective Investment Trusts – The Fastest Growing Investment Vehicle Within 401(k) Plans
  • Participant Corner: Good Health is the Best Wealth
  • Everything You Need to Know About Investing in Your 60s
  • Everything You Need to Know About Investing in Your 50s
  • Tangible Property Regulations: Should you Capitalize or Expense?
  • Hedge Funds vs Mutual Funds: How to Make Informed Investment Choices
  • Everything You Need to Know About Investing in Your 40s
  • Everything You Need to Know About Investing in Your 30s
  • Digital Assets After Death: What Does and Doesn’t Pass Through a Will
  • What the Success of Apps Like Robinhood Tell Us About Commission Free Stock Trading
  • Everything You Need to Know About Investing in Your 20s
  • When It Comes To Your Long Term Financial Goals, Be Your Own Boss
  • Target Date Funds and Fiduciary Obligation
  • Estate Planning for Your Digital Assets: What You Need to Know
  • 7 Facts About Wealth Management in San Francisco
  • Wealth Management Strategies That Have the Highest Payoff
  • How to Pick the Best San Francisco Wealth Management Firm
  • Can Financial Planning and Investment Apps Be Trusted?
  • Wealth Management Trends That Investors Should Be Aware Of
  • How Much Does a Financial Advisor Cost? Is It Worth It?
  • Wealth Management vs Private Banking: What Investors Need to Know
  • Gen Z Money Habits & How Wealth Management Needs to Evolve
  • Financial Management for Entrepreneurs: What You Need to Know When You’re Leading the Way
  • Improving Gen Z Financial Literacy: How to Help Your Teen Figure Out Finance
  • How to Find the Best Financial Advisor in the San Francisco Bay Area
  • Should I Worry About a Passive Investing Bubble?
  • Saving vs Investing: How to Sort Through Conflicting Advice in a Changing Market
  • Considering Investing in Fintech Stocks? Here’s What You Need to Know
  • Is Investing in Government Bonds a Smart Move?
  • What do High Net Worth Individuals Need to Know About Direct Investing?
  • CMA vs CPA: A Guide to Financial Planning & Wealth Management Acronyms
  • When There is Stock Market Volatility, You Can Still Stabilize Your Portfolio
  • What Investors Should Know About Index Funds vs Mutual Funds
  • How Private Wealth Management Differs from Financial Planning
  • Should I Use a Robo-Advisor for Wealth Management?
  • Budgeting and Financial Forecasting: The Benefits of Working With an Experienced Financial Planner
  • Index Funds – Looking Beyond Fees
  • What are Health Savings Accounts & Are They Right for You?
  • Anthem Settlement Awards Participants More Than $23M
  • Using a 401k to Buy a House: Is It A Wise Move?
  • Why Modern Portfolio Theory Is Relevant in Wealth Management
  • Participant Corner: Summer Homework For Participants
  • Not Just for Seniors: When to Buy Life Insurance
  • 529s vs ESAs: Exploring College Savings Plans
  • What Do I Need to Know About Commission vs Fee Based Financial Planners?
  • Wealth Management VS Invest Management: What’s Best for Me?
  • Wealth Management for Beginners: Advice from an Expert
  • Do I Need a Wealth Manager? Questions for Your Consultant
  • How Much Money Do I need to Get Started in Wealth Management
  • Participant Corner: Rebalancing Your Portfolio
  • The Explosion of Bitcoin
  • Weather or Not, Stay Invested When Storm Damages Hit
  • Buying a Home
  • Saving for College
  • Target Date Funds — Does One Size Really Fit All?
  • Conflict of Interest or Fiduciary Rule: Q&A – Part I
  • Ease Your Way In To The Stock Market
  • Making Cents of Online Investment Services — Which is Best?
  • Uncommon Wealth Building Wisdom
  • Tips for Avoiding an Out of Money Experience
  • Category: Estate Planning
    • QTIP Trust: Strange Name, Powerful Trust
    • Avoiding Probate: How To Do It (And Why)

Case Studies

• Bayview Hunters Point Foundation
• Vineti Inc.
• Wulff Hansen
• Eden Church
• Books Inc.
• Glass Family
• Davenport Family
• California Humanities
• Quince Restaurant
• Lahlouh
• Salesian Boys & Girls Club
• Armus Corporation

E-Books

• Adulting 101: A Guide to Personal Finance: Things Young Adults Should Know About Finances as they Enter Adulthood
• The Toughest Guy I Ever Knew and Other Short Stories
• 5 Buckets, 4 Shovels, A Beach and A Map: A Guide to Financial Security

Webinars

• SECURE Act 2.0: Changes & Impact
• CalSavers: California’s State-Mandated Retirement Plan
• Navigation Proposition 19
• Seeking Forgiveness

Press Releases

• WOVEN Joins The SD Mayer Family of Companies
• SD Mayer & Associates Expands Tax Expertise With Addition of Seifer, Murken, Despina, James & Teichman Tax Practice
• SD Mayer & Associates Marks Ten Years of Success and Impact
• SD Mayer & Associates Adds Depth and Talent with Addition of Seth Calhoun, CPA as Senior Tax Manager
• Steve Mayer Discusses the Keys to Establishing a Thriving CPA Firm
• SD Mayer Merges In TNT Inc. Certified Public Accountants, Brings On Helen Johnson CPA
• Stephen D. Mayer Honored With Riordan High School’s Chaminade Award
• SD Mayer Announces Addition Of New Tax Partner
• Annual Firm-Wide Community Giving Day
• Global Gift Fund To Support New Preschool In Kenya
• SD Mayer To Exhibit During Small Business Expo
• SD Mayer & Associates Joins BDO Alliance USA
• SD Mayer Announces Financial Planning Workshop Series
• SD Mayer Best Practices at Restaurant Conference
• SD Mayer Raises $15,000 For North Bay Fire Relief Efforts
• SDM Technology | 2017 Dell Boomi Partner of the Year
• SDM Announces Acquisition of PMB Helin Donovan (PMBHD)
• SDM Named A 2016 Best Place to Work
• Community Activity: Boys and Girls Clubs Of San Francisco
• Best Places To Work: SDM Ranked #2

Episode

• SDM Accounting Insights: Nonprofits: How to Invest in an Investment Advisor
• SDM Accounting Insights: Expenses That Teachers Can and Can’t Deduct on Their Tax Returns
• SDM Accounting Insights: Corporate Governance in the 21st Century
• SDM Accounting Insights: Uncle Sam May Provide Relief from College Costs on Your Tax Return

Locations

• Fully Remote
• Menlo Park Office
• San Francisco Office
• San Leandro Office
• San Mateo Office