Archive for August, 2014

FATCA… FBAR… What Do All These Letters Mean and Do They Really Concern Me?

Posted on:  August 28th, 2014
By:  Diane Morrison

Do you have money invested overseas or sitting in a foreign bank account?  In today’s global economy, more and more people do.  And while most folks have legitimate reasons for these holdings, there have always been a certain group of people who are “hiding” money in offshore accounts for mo Read More

Last Updated by Diane Morrison November 19, 2014

Is Your Family Owned Business Primed to Move Forward?

Posted on:  August 21st, 2014
By:  Diane Morrison
1 Comment

Family owned and closely held businesses have many of the same concerns that any other businesses have – including driving and maximizing profits, finding and keeping talented employees and generating increased revenue.  However, there are a few challenges that are specific to family businesses, Read More

Last Updated by Diane Morrison November 19, 2014

Hurricane? Earthquake? Fire? Be Sure That You and Your Records Are Safeguarded

Posted on:  August 14th, 2014
By:  Diane Morrison

Here in California, Mother Nature doesn’t give us too much to worry about – except for a little tremor now and then.  But being smack dab in the middle of hurricane season, now is a good time to ask yourself, “Am I prepared?”.  Hopefully, everyone has a family and/or corporate disaster pla Read More

Last Updated by Diane Morrison November 19, 2014

Are you in Compliance? Tax Requirements for Your Company’s Health & Welfare Plans

Posted on:  August 7th, 2014
By:  Diane Morrison

Providing a retirement plan or health benefits for your employees is one of those perks that can help a small business owner  attract and keep the most talented employees.  But did you know that there are filing requirements for many health and welfare plans?  In general, a plan with fewer than 1 Read More

Last Updated by Diane Morrison November 19, 2014