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Posts (787) October 30, 2019 IRA Charitable Donations Are An Alternative To Taxable Required Distributions There’s a tax-smart strategy for high-net-worth individuals over 70-1/2 years old who have IRAs and are charitably minded. Read More October 31, 2019 CMA vs CPA: A Guide to Financial Planning & Wealth Management Acronyms When you start looking into what certifications finance professionals have, you will inevitably run into a lot of acronyms, like CMA vs CPA vs CFA, and it can get confusing. It’s hard sometimes to know what to look for or what makes one title different than the next. You may worry that you could miss… Read More November 1, 2019 Keeping in Compliance: IRS Tips for Plan Sponsors The IRS offers useful tips for plan sponsors, helping you to stay compliant, informed and prepared to provide the best possible retirement plan for your employees – here are some highlights. Read More November 1, 2019 Need To Know: Give Your Nonprofit’s Board The Right Information What information should you share with your board? There are three basic categories. But in general, if it’s something that will help them serve your nonprofit, it’s something you should share. 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 (January 1, 2020) --- SD Mayer & Associates, a San Francisco-based accounting, financial advisory and wealth management firm, is pleased to announce its continued growth with the hiring of Joanne Wiggins-Barros as Tax & Accounting… Read More February 3, 2020 Stephen D. Mayer Honored with Riordan High School’s Chaminade Award SAN FRANCISCO, Calif. (February 3, 2020) — Stephen D. Mayer, founder and managing partner of SD Mayer & Associates, was recently honored with the Chaminade Award for his stewardship and support of Archbishop Riordan High School over the past three decades. Mayer, a 1972 graduate and star football player at San Francisco’s oldest all-boys high… Read More January 30, 2020 Can Financial Planning and Investment Apps Be Trusted? Wealth management and investment apps are changing the definition of what it means to be a purposeful investor. It’s easy to see the trend in more independent money management considering you can sign-up online and download money management apps to your mobile phone for free, Financial industry regulations have been changing to push for less… Read More February 7, 2020 The Importance of Keeping Beneficiary Information Updated Planning for the departure of a loved one is a difficult thing to think about, but no matter how delicate, it is something any pragmatic planner must consider. What happens to your retirement account when you, your spouse or partner pass? When choosing your retirement plan it’s likely that you were asked to designate a… Read More February 7, 2020 The SECURE Act Changes The Rules For Employers On Retirement Plans The Setting Every Community Up for Retirement Enhancement (SECURE) Act is the first significant retirement-related legislation in more than a dozen years. It brings many changes that affect employers of all sizes, including some that could be particularly beneficial for smaller employers that sponsor retirement plans. Some of the changes, however, may increase the burden… Read More February 7, 2020 ERM: A Systemic Approach To Reducing Your Nonprofit’s Risks pproach to risk reduction can be just as effective when adopted by nonprofit organizations. Even organizations with limited resources can — and should — use an ERM process to combat threats. Weighing risks ERM is a comprehensive program that considers an organization’s entire portfolio of risks. Rather than attacking every risk equally, ERM compares risks… Read More February 10, 2020 Reporting Contingent Liabilities Contingent liabilities reflect amounts that your business might owe if a specific “triggering” event happens in the future. Sometimes companies are unclear when they’re required to report a contingent liability on their financial statements under U.S. Generally Accepted Accounting Principles (GAAP). Here are the basics. What are contingent liabilities? Operating a business comes with a… Read More February 11, 2020 How Taxes Affect Your Nonprofit’s Donors The deductibility of most charitable gifts hasn’t changed since passage of the Tax Cuts and Jobs Act, but some recordkeeping requirements have. Helping your donors who itemize deductions understand the rules and benefits of their gifts can strengthen your not-for-profit’s ties with them — and may help increase contributions. Allowable deductions Generally, donors can deduct… Read More Load more Page 16 of 82« First«...10...1415161718...304050...»Last »
October 30, 2019 IRA Charitable Donations Are An Alternative To Taxable Required Distributions There’s a tax-smart strategy for high-net-worth individuals over 70-1/2 years old who have IRAs and are charitably minded. Read More
October 31, 2019 CMA vs CPA: A Guide to Financial Planning & Wealth Management Acronyms When you start looking into what certifications finance professionals have, you will inevitably run into a lot of acronyms, like CMA vs CPA vs CFA, and it can get confusing. It’s hard sometimes to know what to look for or what makes one title different than the next. You may worry that you could miss… Read More
November 1, 2019 Keeping in Compliance: IRS Tips for Plan Sponsors The IRS offers useful tips for plan sponsors, helping you to stay compliant, informed and prepared to provide the best possible retirement plan for your employees – here are some highlights. Read More
November 1, 2019 Need To Know: Give Your Nonprofit’s Board The Right Information What information should you share with your board? There are three basic categories. But in general, if it’s something that will help them serve your nonprofit, it’s something you should share. 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 (January 1, 2020) --- SD Mayer & Associates, a San Francisco-based accounting, financial advisory and wealth management firm, is pleased to announce its continued growth with the hiring of Joanne Wiggins-Barros as Tax & Accounting… Read More
February 3, 2020 Stephen D. Mayer Honored with Riordan High School’s Chaminade Award SAN FRANCISCO, Calif. (February 3, 2020) — Stephen D. Mayer, founder and managing partner of SD Mayer & Associates, was recently honored with the Chaminade Award for his stewardship and support of Archbishop Riordan High School over the past three decades. Mayer, a 1972 graduate and star football player at San Francisco’s oldest all-boys high… Read More
January 30, 2020 Can Financial Planning and Investment Apps Be Trusted? Wealth management and investment apps are changing the definition of what it means to be a purposeful investor. It’s easy to see the trend in more independent money management considering you can sign-up online and download money management apps to your mobile phone for free, Financial industry regulations have been changing to push for less… Read More
February 7, 2020 The Importance of Keeping Beneficiary Information Updated Planning for the departure of a loved one is a difficult thing to think about, but no matter how delicate, it is something any pragmatic planner must consider. What happens to your retirement account when you, your spouse or partner pass? When choosing your retirement plan it’s likely that you were asked to designate a… Read More
February 7, 2020 The SECURE Act Changes The Rules For Employers On Retirement Plans The Setting Every Community Up for Retirement Enhancement (SECURE) Act is the first significant retirement-related legislation in more than a dozen years. It brings many changes that affect employers of all sizes, including some that could be particularly beneficial for smaller employers that sponsor retirement plans. Some of the changes, however, may increase the burden… Read More
February 7, 2020 ERM: A Systemic Approach To Reducing Your Nonprofit’s Risks pproach to risk reduction can be just as effective when adopted by nonprofit organizations. Even organizations with limited resources can — and should — use an ERM process to combat threats. Weighing risks ERM is a comprehensive program that considers an organization’s entire portfolio of risks. Rather than attacking every risk equally, ERM compares risks… Read More
February 10, 2020 Reporting Contingent Liabilities Contingent liabilities reflect amounts that your business might owe if a specific “triggering” event happens in the future. Sometimes companies are unclear when they’re required to report a contingent liability on their financial statements under U.S. Generally Accepted Accounting Principles (GAAP). Here are the basics. What are contingent liabilities? Operating a business comes with a… Read More
February 11, 2020 How Taxes Affect Your Nonprofit’s Donors The deductibility of most charitable gifts hasn’t changed since passage of the Tax Cuts and Jobs Act, but some recordkeeping requirements have. Helping your donors who itemize deductions understand the rules and benefits of their gifts can strengthen your not-for-profit’s ties with them — and may help increase contributions. Allowable deductions Generally, donors can deduct… Read More