CalSavers Additional Information
On Tuesday, October 20th we sent out an email regarding CalSavers. We have received some questions in regards to the program so here are a few additional pieces of information:
State of California CalSavers
The state of California is now requiring any employer with more than 5 employees to sponsor a retirement plan. You will either need to fill out the exemption (because you
November 2018 Newsletter
Important information about Form 1099! The Penalties are REAL and they're EXPENSIVE!
September 2018 Newsletter
Information about a FTB letter you may receive, reminder to check your withholding, use a special calculator to see if you're in the Middle Class and fun John Wayne quotes!
August 2018 Newsletter
Our August newsletter has facts on how to avoid scams, tips on how to handle an IRS letter/notice, and see where you stand with other income earners in the U.S.!
July 2018 Newsletter
We're bringing our monthly newsletters back! Check out our July newsletter for more information about when to shred your tax records and other useful information.