All About Equity Crowdfunding

Crowdfunding has become a relatively new way for businesses to raise capital. In this short video, you’ll learn how businesses are leveraging equity crowdfunding to raise capital from both accredited and non-accredited investors.

Contingency Planning for Business Owners

All businesses face a variety of risks, which is why it’s important to have contingency plans in place to deal with unexpected events. In this video, you will learn 5 important steps to contingency planning for your business.

The New W-4 Form Explained

Download our Whitepaper Click below to view our in-depth whitepaper. Let’s Talk! You can call us at (831) 759-6300 or fill out the form below and we’ll

Top 7 Internal Controls to Prevent Fraud

All companies are susceptible to and will likely experience fraud at some point. In this video, you will learn about simple and easy to implement controls and processes.

7 Tax Minimization Strategies for Investing

Keep more of your investment dollars in your pocket with the following tax minimization strategies. In this short video, we’ll cover seven strategies to help you minimize taxes when investing in stocks, real estate and other types of assets.

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Tips to Avoid Common Payroll Challenges

Running payroll is one of the most important responsibilities of any business owner, but it doesn’t have to be the most stressful. Here’s a few tips we put together to help you avoid a few common payroll pitfalls.

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California Competes Tax Credit

The California Competes Tax Credit is an income tax credit available to businesses that want to come to California or stay and grow in California.

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California Sales Tax Change

In April of 2019, California Governor Gavin Newsom signed a bill that drastically changed the required collection and filings of sales tax for California wineries.

LLC vs S-Corp: What’s the Difference?

If you’re starting or have already started your own business, you’ve probably heard about the advantages of incorporation. You’ll learn the differences between an LLC and S-Corp, and how both can be used together. We’ll also cover the benefits and tax implications of each.

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CalCPA Womens Leadership Forum

I attended the 2019 CalCPA Women’s Leadership Forum on April 26th. I hope that this synopsis of the event can be both educational and spark an interest in some readers who might want to attend this event in the future.

Strategies for Estate Planning

With recent tax changes, it is important to make sure that you are making good choices as it relates to your Estate Plan. The Internal Revenue Service recently increased the estate tax exclusion. While this can be a big benefit, it’s important to have strategies in place to ensure you are protecting your assets.