May 1, 2020 IRA Account Value Down? It Might Be A Good Time For A Roth Conversion The coronavirus (COVID-19) pandemic has caused the value of some retirement accounts to decrease because of the stock market downturn. … Read More
April 28, 2020 Are You Ready for an Audit? Several events can trigger a DOL or IRS audit, such as employee complaints or self-reporting under the annual submission of … Read More
April 28, 2020 Complying With ERISA 404(c) According to ERISA, plans intending to comply with 404(c) must ensurethat participants: Have the opportunity to choose from a broad … Read More
April 28, 2020 Should your Company Implement a Student Loan Assistance Program? The simple answer is yes! By doing so, you’ll attract, retain and engage top college-educated talent at your company. Twenty-six … Read More
April 24, 2020 Here’s How to Handle Gifts in Kind and Donated Services As unemployment and financial insecurity become widespread during the novel coronavirus (COVID-19) crisis, many not-for-profit donors find themselves unable … Read More
April 23, 2020 Everything You Need to Know About Investing in Your 60s You’ve lived a lot of life and aren’t slowing down yet. Investing in your 60s has some special considerations--here’s what … Read More
April 22, 2020 Adjusting Your Financial Statements For COVID-19 Tax Relief Measures The Coronavirus Aid, Relief, and Economic Security (CARES) Act, signed into law on March 27, 2020, contains several tax-related provisions for … Read More
April 21, 2020 Everything You Need to Know About Investing in Your 50s If you want to know more about investing during the other decades of your life, don’t miss our other … Read More
April 17, 2020 KRON4 News: US Government’s Small Business Lending Program Runs Out of Money Steve Mayer, Founder & Managing Partner of SD Mayer and Associates, discusses how the Small Business Administration's (SBA) Paycheck Protection … Read More
April 16, 2020 Tangible Property Regulations: Should you Capitalize or Expense? The IRS says a lot about how you account for what you spend on tangible property. The part that isn’t … Read More
April 16, 2020 KRON4 News: Bay Area Accounting Firm Helps Small Businesses with Paycheck Protection Loan Applications Steve Mayer, Founder & Managing Partner of SD Mayer and Associates, discusses how small businesses would benefit from the … Read More
April 14, 2020 Hedge Funds vs Mutual Funds: How to Make Informed Investment Choices People talk so about stock markets that it’s easy to forget how vast securities markets are if you were to … Read More
