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Employers: Don’t forget about ERISA when covering telehealth

Employers: Don’t forget about ERISA when covering telehealth

In case you missed it, the Employee Retirement Income Security Act (ERISA) turned 50 earlier this year. If your organization has been administering employee benefit plans for any length of time, you’re likely well-acquainted with the law’s broad impact. However, many...

Unlock your child’s potential by investing in a 529 plan

Unlock your child’s potential by investing in a 529 plan

If you have a child or grandchild planning to attend college, you’ve probably heard about qualified tuition programs, also known as 529 plans. These plans, named for the Internal Revenue Code section that provides for them, allow prepayment of higher education costs...

5 building blocks of a strong organizational culture

5 building blocks of a strong organizational culture

The first thing every employer should know about organizational culture is it’s inevitable. If you create a working environment, a culture will develop within that environment whether you like it or not. That’s why employers must address culture openly and...

Knowledge is power: How much is your manufacturing company worth?

Knowledge is power: How much is your manufacturing company worth?

Many manufacturer owners may have a ballpark idea of their company’s value. But a professional valuation is essential if you’re considering selling your manufacturing business. You also may need one if you’re applying for a loan, seeking other financing, drafting a...

Many construction businesses need to step it up on cybersecurity

Many construction businesses need to step it up on cybersecurity

By now, most contractors are well aware of the threat of cyberattacks. However, at least one recent survey indicates that many construction companies still aren’t adequately protecting themselves. In mid-October, insurance giant Travelers released the results of its...

Maximize your year-end giving with gifts that offer tax benefits

Maximize your year-end giving with gifts that offer tax benefits

As the end of the year approaches, many people start to think about their finances and tax strategies. One effective way to reduce potential estate taxes and show generosity to loved ones is by giving cash gifts before December 31. Under tax law, you can gift a...

Make year-end tax planning moves before it’s too late!

Make year-end tax planning moves before it’s too late!

With the arrival of fall, it’s an ideal time to begin implementing strategies that could reduce your tax burden for both this year and next. One of the first planning steps is to ascertain whether you’ll take the standard deduction or itemize deductions for 2024. You...

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1400 N. Harbor Blvd., Ste #605 
Fullerton, CA 92835

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(714) 462-5290

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