Wealth Management requires a comprehensive approach that includes financial planning, asset management, retirement planning, etstate planning and risk management throughout your career and retirement.
We have aligned ourselves with Eissner Financial to help support out clients in this area. For decades, we have operated within the same office space to offer our clients a full range of services. This arrangement provides you all the benefits of a Certified Financial Planner™ and Certified Public Accountant™ at your disposal. Learn more about their services at www.eissnerfinancial.com
100 Cortona Way, #120
Brentwood, CA 94513
6200 Stoneridge Mall Rd, #300
Pleasanton, CA 94588
The combination of running a business and your life and preparing for tax time can drive some people into a slight panic. But no need to get stressed if you are prepared. Now is the time to start organizing all documents required to file your tax return.
Like the old paraphrased saying goes: In this world, two things are certain—death and taxes. The recent federal tax overhaul changed a lot of rules, so it’s as important as ever to understand your tax obligations, including those on Social Security benefits.
Unfortunately, cyber scammers never take a vacation. In fact, the IRS has issued a warning of a surge in fraudulent emails that bait potential phishing victims with fake tax transcripts. Links within these emails lead recipients to documents containing the well-known malware, Emotet.