California Special Extension Notice

This email applies only to California residents and businesses, except for those residing in the following counties:  Imperial, Kern, Lassen, Modoc, Plumas, Shasta and Sierra.  Dear Clients: As many of you are probably now aware, most of California has been deemed a disaster zone because of the recent storms, except for those counties listed above.…

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The CARES Act Webinar

small plant potted in coins

Our very own Jessica Folsom, EA provides a comprehensive overview on the CARES Act and how it applies to the gigworker, freelancer and the self employed.

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The SECURE Act for 401K & Business Owners

Reason Financial Quarterly Market Summary

Congress recently passed—and the President signed into law—the SECURE Act, landmark legislation that affects the rules for creating and maintaining employer-provided retirement plans. Whether you currently offer your employees a retirement plan or are planning to do so, you should consider how these new rules may affect your current retirement plan (or your decision to…

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