July 12, 2025
Tax Law Change Impacting 26mill Businesses
The One Big Beautiful Bill Act, signed into law on 7/4/25, made the 20% QBI deduction for pass-through small businesses (sole props, S‑-corps, partnerships) permanent.
June 21, 2025
How CA Law SB1126 Affects Your Business
If you run a small business in California, and have even one employee, you are required to offer a retirement savings plan by December 31st, 2025. SB1126 was signed by Gov Newsom in 2022, and will automatically enroll you and your employees in the state run CalSavers retirement plan if you don't set up your own plan, like a 401k.
May 31, 2025
Over the past few weeks, the most popular momentum trade on Wall St. has been dubbed, “The TACO Trade.” What is it, and how does it affect your portfolio?
May 24, 2025
Does your business have its own credit score? You bet your sweet EIN it does! While your personal credit score is tied to your Social Security number, your business credit score is tied to an Employer Identification Number — or EIN.
May 17, 2025
The Problem with Target Date Funds
Target Date Funds (TDFs) are very popular in workplace 401k plans. They are often the default option, and many employees never even change their 401k investment, even if there is a better fit available.
April 26, 2025
Traditional financial advisors will help you with investments, but little else. Have you considered how many financial decisions you will make in the next 5 years? Your life, as well as your finances, are going to look very different in the future.