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Don't Have a Will? What Happens to Your Estate?

Posted by Paul D. Woodard | Apr 18, 2017 | 0 Comments

Many people make the mistake of thinking that a will is only necessary for individuals with complex estate plans. This is a common misconception. However, there is a reason that a will is one of the simplest estate planning tools available to Californians. Anyone can benefit from having a last wi...

5 Steps to Avoid Family Inheritance Disputes

Posted by Paul D. Woodard | Apr 12, 2017 | 0 Comments

Estate plans are set up to ensure family members will be provided for after a loved one passes away. Unfortunately, in spite of the decedent's best intentions, disputes involving a family inheritance can tear a family apart. Family estate disputes can be caused by a number of issues. Disputes can...

PIN Rejections While E-Filing

Posted by Paul D. Woodard | Apr 10, 2017 | 0 Comments

After spending hours of time plugging in numbers on a tax website or using tax-prep software, you are finally ready to submit your return. Before you can submit your return, you are prompted to enter your PIN number. However, a few hours later, you get a notice that your return was rejected becau...

How to File for a Tax Extension

Posted by Paul D. Woodard | Apr 07, 2017 | 0 Comments

The deadline for filing your 2016 tax return is only days away. Tax returns for tax year 2016 are due by April 18th, 2017, which is a Tuesday. If your taxes are relatively simple, you may still have the ability to timely file your taxes, either by mailing in your tax return or via electronic fili...

ESOP Presentation at NCEO Annual Conference

Posted by Marc S. Schechter | Apr 05, 2017 | 0 Comments

Today, I am presenting in Denver, Colorado at the National Center for Employee Ownership (NCEO) 2017 Annual Conference on How ESOP Companies Utilize Their Equity Value to Sustain Long Term Employee Ownership. The annual conference is designed to provide learning and networking opportunities with ...

Deadline for IRA Contributions for 2016

Posted by Paul D. Woodard | Mar 31, 2017 | 0 Comments

Did you contribute towards an individual retirement account (IRA) in 2016? If you answered no, do not worry, you still have time. You have until April 18, 2017, to contribute to an IRA and have the contribution apply to the 2016 tax year. The clock is ticking…

The Top Three Retirement Plans for Small Businesses

Posted by Corey F. Schechter | Mar 27, 2017 | 0 Comments

Contributing Author: Dianne L. Schechter There are quite a few different retirement benefit plan options out there--and many of them are specifically designed for small businesses.  Let's go over the essentials so you can make a great decision for your company. Three options stand-out depending...

Leaving a Heritage Not Just an Inheritance

Posted by Paul D. Woodard | Mar 24, 2017 | 1 Comment

After a lifetime of hard work and building a comfortable life for you and your family, there comes a time when you will have to plan for what happens after you pass away. As the old saying goes, when it comes to money, property, and belongings, you can't take it with you. However, rather than jus...

Dodd-Frank and the Fiduciary Rule

Posted by Corey F. Schechter | Mar 21, 2017 | 0 Comments

The Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010 was intended to regulate parts of the financial industry to reduce risk, increase accountability, and protect consumers. The law was, in part, a reaction to the most recent recession, with the goal of reducing the likelihood of...

Should I Serve as an Executor?

Posted by Paul D. Woodard | Mar 17, 2017 | 0 Comments

Accepting the job of being an executor can be a mixed blessing. An executor, also known as a personal representative, is the person who has the legal responsibility to take care of a deceased person's estate after they pass away. Before accepting the duties and responsibilities of an executor, ma...

403(b) Plans

Posted by Paul D. Woodard | Mar 16, 2017 | 0 Comments

Today, employers may offer many different retirement plan options to their employees as a benefit to employment. Between a 401(k), 403(b), and 457(b), it can be difficult to keep track of what a particular code plan is and if it is right for you. With so many IRS codes and acronyms floating aroun...

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