Resources

 

At SD Mayer, we're excited to help you reach your financial dreams, whether it's for yourself or your business. We stay up-to-date with the latest in the financial world, and our advisors are always discovering new ways to manage taxes and grow wealth.

If you need guidance on retirement, college planning, taxes, portfolios, audits, or anything else related to money, we've got an expert ready to share the best insights in the field. Feel free to dive into our wealth of resources here, and if you still have questions or want to chat with one of our financial experts, just reach out to us online. We’d love to hear from you!

 

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News & Updates

In-depth advice on wealth management, outsourced accounting, tax, and audit services.

January 27, 2025

SAN FRANCISCO, CA (JANUARY 1, 2025) – SD Mayer & Associates LLP (SD Mayer), a leading full-service accounting and advisory firm headquartered in San Francisco, proudly announces its combination ...

Case Studies

Read through some of our client’s challenges and the SD Mayer solutions.

lahlouh

Full-Service Printing & Fullfillment Company Improves Internal Accounting Processes with SD Mayer

salesian

Nonprofit Improves Efficiencies and Accuracy by Outsourcing to SD Mayer

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Growing Congregation Gets Up To Speed With SD Mayer’s Outsourced Accounting Team

E-Books

From adulting to financial security, we have e-book resources covering a wide range of wealth management topics. The best part? 100% of profits from book sales go to The 5 Buckets Foundation, providing financial literacy support for young adults heading into adulthood.

adulting101aguide

Adulting 101: A Guide to Personal Finance

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5 Buckets, 4 Shovels, A Beach and a Map

All articles

SD Mayer & Associates LLP Merges In Ronald Ruttenberg & Co., CPAs

Maximize Your 401(k) in 2025

Another Court Ruling on BOI Reporting

Implementing the New Crypto Reporting Guidance

Shine Light on Financial Uncertainty with Flash Reports

Nonprofit Start-Ups: Form 1023 or 1023-EZ?

Savings Bonds and Taxes Made Simple

Adoption Tax Credits: Easing the Financial Journey of Parenthood 

What Are Retained Earnings — and Why Do They Matter?

Federation in Nonprofits: Benefits & Steps to Collaborate

Effective IT Cost Management for Small Businesses

Your Guide to IRA Withdrawals & Tax Implications

Effective B2B Marketing via the Right Channels

Nonprofit Programs That Work (and Those to Retire)

Business Alert: BOI Reporting Requirements Have Been Suspended For Now

Should your Nonprofit Compete, Collaborate or Both?

SD Mayer & Associates LLP Merges In Bogdan & Frasco, LLP, Expanding Expertise and Personalized Service Offerings

BOI Reporting Requirements Reinstated: What You Need to Know

Businesses Need to Stay on Top of Their BYOD Policies

Your Guide to Medicare Premiums and Taxes 

Goodwill Impairment: Is Your Company at Risk?

Does Your Small Business Need to File a BOI Report?

What Nonprofits Might Expect From the Change of Control in Washington

ESOPs Can Help Business Owners With Succession Planning

Senior Tax-Saving Alert: Make Charitable Donations From Your IRA

How to Report Contingent Liabilities in Financial Statements

How Do Auditors Verify Account Balances And Transactions?

Family Business Focus: Taking It to the Next Level

When Do You Need to File a Gift Tax Return?

5 Reasons to Outsource Your Bookkeeping

Should Your Company Offer Fertility Benefits?

Nonprofit Ethics and Transparency in Writing

Maximize Year-End Giving with Tax Benefits

How Do External Auditors Evaluate Audit Risks?

Navigating Turnaround Acquisitions for Growth

Sharing Space Can Mean Sharing Costs (and More) for Nonprofits

You Don’t Have to Be in Business to Deduct Vehicle Expenses

The Nanny Tax: What Household Employers Need to Know 

Hobby or Business? How to Find (and Prove) the Difference

The Evolution of Financial Reporting

Financial Distress: Recognizing Early Warning Signs

Nonprofit Board Independence Beyond Conflict of Interest

Ensure You’re Properly Documenting Your Charitable Donations

How to Get Foundations to Say “Yes” to Your Grant Proposals

It’s Not Too Late to Trim Your 2024 Taxes

Keep Your Nonprofit’s Special Event Safe and Successful

3 Types of Retirement Plans for Growing Businesses

Maximize Year-End Savings with Energy Efficient Tax Breaks

Master the Art of Cash Flow Classification and Boost Your Business

Don’t Get Grinched by Fraudsters this Holiday Season

Likely Tax Policy after the 2024 Election

Investing in Your Child's Future through a 529 Plan

Why the Income Statement is Your Business’s Best Friend

Protecting Nonprofit Work-issued Credit Cards

Tax Legislation Changes post-2024 Election

How Much Can You Contribute to Your Retirement Plan in 2025?

Year-End Tax Planning in Light of the 2025 Inflation Adjustments

Retain Good Salespeople

Can You Really Deduct Seller-Paid Points?

Enterprise Architecture vs. Agile

Mastering the Art of Working Capital Management

Profits Aren't Cash Flow, and Cash Flow Isn't Profit

6 Tips For Lowering Energy Costs To Boost Profits

Amplifying Impact through IRA Charitable Distributions

Dodging Invoice Fraud – A Guide for Small Businesses

Mastering Financial Transparency for Business Success

Maximizing Nonprofit Board Meetings for Impactful Decisions

Tax Deductions for Your Home Office Breaking the Myths

How to Ease the Financial Pain of Natural Disasters with Tax Relief

Accounting Cutoffs for Financial Success

Taxes Take Center Stage in the 2024 Presidential Campaign

The Ultimate Wealth Preserver You Need to Know About

When Your Nonprofit’s Debt-Financed Income is Subject to Tax

Essential Leadership Skills for Effective Strategic Planning

Understanding the $7,500 Federal Tax Credit for Buying an Electric Vehicle

Beyond the Numbers: Essential Skills Every CFO Needs

Estate Planning with a Qualified Personal Residence Trust

Mastering Charitable Pledges for Nonprofits and Donors

Master Your Finances with These 6 Business Budget Elements

Discover the Hidden Gems of Tax-Free Income Opportunities

Shield from Data Breaches with Strong Internal Controls and Audits

Breaking Down the Noncompete Agreement Ban and What It Means for Your Business

Navigating Tax Filing After a Spouse’s Death – A Guide for Widows and Advisors

The Financial Divide Between Nonprofits and For-Profits

Uncover Hidden Opportunities with Brand Audits

Double Trouble Taxes Small Business Owners Must Know About

Mastering the ABCs of Credits and Debits for Financial Success

Breaking the Barrier: How to Undo an Irrevocable Life Insurance Trust

Navigating the Complex World of Restricted Gifts

Cracking the Code of Nonprofit and For-Profit Accounting

Navigating the Complexities of Switching Successors in Business

Hidden Tax Consequences of Working Remotely You Need to Know

Boost Reporting Quality with an Engaged Audit Committee

If You’ve Inherited an IRA, You Need to Know About These New Final IRS Regulations

The Future of Philanthropy: An Update on Universal Charitable Deduction

Does Your Company Have an EAP? If so, Be Mindful of Compliance

Innocent Spouse Relief: Burdened by a Spouse’s Tax Errors?

Mastering Working Capital Management

Power of Appointment in Estate Planning: Flexibility at Its Finest

Making Your Board Retreat Rejuvenating — and Productive

Staying Grounded with Cloud Computing: A Cautionary Guide

Do You Owe Estimated Taxes? Here’s When Your Next Payment Is Due!

Unlock the Power of Real-Time Data with Flash Reports

Unlocking the Power of Cloud Computing for Your Business

How a QDRO Can Ease the Transfer of Retirement Plan Assets in a Divorce

Would an Adoption Assistance Program Suit Your Company?

Don’t Let Myths and Self-Doubt Thwart Your Capital Campaign Plan

The Tax Implications of Disability Income Benefits

IRS Issues Final Regulations on Inherited IRAs

Public Policy Organization Report Reveals Increase in Restatements

Contributing to a Roth 401(k) Plan for Estate Planning Goals

Planning a Nonprofit Event? Don’t Neglect Sponsorships

Why Strategic Planning Needs Innovation for Business Success

How Are Series EE Savings Bonds Taxed? A Comprehensive Guide

IRS Ramps Up Tax Compliance Enforcement: What SMBs Need to Know

What are AUP Engagements — and Does Your Business Need One?

Providing for Multiple Generations Using a Dynasty Trust

Nonprofit Refresher: Understanding Excess Benefit Transactions

Vroom Vroom: What Businesses Should Know About Sales Velocity

Six Tax Issues to Consider If You’re Getting Divorced

Monitoring Journal Entries For Financial Statement Fraud

Does a FAST Make Sense for Your Estate Plan?

Outsourcing HR to Help Understaffed, Overworked Nonprofits

3 Areas of Focus for Companies Looking to Control Costs

Planning Your Estate? Don’t Overlook Income Taxes

Why Bookkeeping Provides a Solid Foundation for Financial Reporting

How Your Board Should Evolve Over Your Nonprofit’s Life

Could a 412(e)(3) Retirement Plan Suit Your Business?

How a Self-Directed IRA Can Benefit Your Estate Plan — But Know the Risks

Qualified Charitable Distributions Can Benefit You

A Comprehensive Guide to Auditing Warehouse Operations

Beware These 5 Estate Planning Pitfalls

How a Lower-Cost Benefits Menu Can Help You Attract Talent

The Right Tech Leadership for Your Business Success

TCJA: Tax Provisions Are Scheduled to Expire

Best Practices for Expense Reporting

How Undue Influence Claims May Upend Your Estate Plan

Cross-Training Can Get Your Whole Organization in Shape

How High Can The Social Security Tax Go?

SECURE 2.0 Act Provisions for 2024 Explained

End Purchase Order Chaos with a Structured Approval Process

How Family Businesses Can Solve the Compensation Puzzle

Why Private Foundations Need to Avoid Self-Dealing

4 Ways Businesses Can Better Control Cash Flow

The Tax Consequences of Selling Mutual Funds

Incorporating Digital Assets into Your Estate Plan

The Importance of Audited Financial Statements

Foreign Assets in Your Estate Plan: Key Considerations

The Importance of ESG in Strategic Business Planning

Understanding Reverse Mortgages: A Tax-Saving Solution for Older Homeowners

Implementing Antifraud Controls: The Importance of Surprise Audits

Understanding the Benefits of a Health Savings Account (HSA)

Gather Information from Clients Without Triggering Survey Fatigue

Succession Planning: 3 Essential Timelines for Business Owners

Caring for an Elderly Relative? You May Be Entitled to Tax Breaks

Four Bookkeeping Pitfalls Small Businesses Should Avoid

Using a Living Trust to Preserve and Distribute Sentimental Assets

Nonprofits: Act Thoroughly On Audit Findings

Unlock The Power Of Conversational Marketing

Thinking Ahead To Your Next Form 990

A Three-Step Strategy To Save Tax When Selling Appreciated Vacant Land

New Survey Reveals Top Audit Committee Concerns

Handwritten Changes To Your Will Is Rarely A Good Idea

Combatting Negative Public Perceptions Of Your Nonprofit

Businesses Must Face The Reality Of Cyberattacks

When Do Valuable Gifts To Charity Require An Appraisal?

It’s Almost Time For A Midyear Checkup On Your Financial Health

Conservation Easements Are Under IRS Scrutiny

Weighing Potential Risks And Returns Of Alternative Investments

8 Key Features Of A Customer Dispute Resolution Process

Pay Attention To Tax Rules If You Turn A Hobby Into A Business

Fed Expands Overtime Pay, Ban Most Noncompete Agreements

4 Cost-Cutting Areas To Help Your Business Boost Profits

When Providing For Your Children, One Trust May Be Better Than Two

Are Your Volunteers Risking Legal And Tax Liability?

B2B Businesses Need A Cohesive Strategy For Collections

Taxes When You Sell An Appreciated Vacation Home

How To Communicate Accounting Information To Laypeople

IRS Extends Relief For Inherited IRAs

Address Mental Health Care With A Psychiatric Advance Directive

Disaster Relief Charities: Know The Rules

Health Care Self-Insurance And Stop-Loss Coverage

Watch Out for “Income In Respect Of A Decedent” Issues

Can A Split Annuity Strategy Help You Achieve A Balance In Retirement?

Nonprofits Don’t Lose As Much To Fraud, But Risk Requires Action

Why Some Businesses Choose To Execute A Pivot Strategy

IRS Guidance On Tax Treatment Of Energy Efficiency Rebates

The Pros And Cons Of Turning Your Home Into A Rental

Getting A Handle On Inventory

Look It Up: A Glossary Of Key Estate Planning Terms

Board Committees Can Help Make Time For Critical Work

7 Common Payroll Risks For Small To Midsize Businesses

Keep These 3 Issues In Mind After You File Your Return

ESG Audits: Navigating New Frontiers In Corporate Responsibility

A Living Will Is An Important Addition To Your Overall Estate Plan

Tax Deadline: File For An Extension If You’re Not Ready

Don’t Be Surprised By A Sudden Influx Of Support

A General Look At Generative AI For Businesses

Auditing WIP Today

Consider Appointing A Trust Protector If One Isn’t Enough

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While our clients come from all over the city, state and country, our home base is in the city of innovation and entrepreneurship—San Francisco.

All of the creativity and technical expertise surrounding us keeps us up to date with the latest thinking so we can serve you better.

We always look forward to a new conversation, so drop us a line or give us a call.