California SB 177 directs the state to develop options for requiring certain large employers to help offset Medi-Cal costs. Learn what the law does today and how employers can prepare for possible 2027 legislation.

California SB 125 establishes a managed care organization provider tax for 2027 through 2029. Learn how health plans can prepare for enrollment reconciliation, forecasting, payment notices, and federal approval.

One of the most misunderstood areas of our financial planning practice is credit. We have found that people in all walks of life seem to find consternation in its complicated formulas and seemingly arbitrary methodologies

If you love good movies as I do, you want to see this one and consider your own legacy. All the Money in the World, directed by Ridley Scott (Gladiator, Alien, many others) stars Christopher Plummer, Michelle Williams, and Mark Wahlberg. It is a compelling story about J. Paul Getty, who at the time of his death in the ’70s, was by far not only the richest person on earth (the world’s first billionaire) but also the richest person throughout all of history to date, hence the title.

Professor John Norcross, PhD, studied this issue at the University of Scranton and found that less than 10% of resolutions are actually achieved. But why? We can find some answers in the two main lines of brain and behavior science: the sciences of habits and self-stories.

Your taxes will change in 2018 with the new tax law being enacted.Let’s show you how you will be impacted.

Unless you have been on another planet or in the witness protection program, you have heard by now that there is a new tax law, effective January 1, 2018. Along with this law, there are a series of sweeping changes, too many to go into here, so instead I am offering a common-sense survival guide.

The Accountancy has been welcomed by the International Association of Independent Accounting Firms (INAA).

We have all heard the phrase on TV crime dramas: “He who represents himself in court has a fool for a client”. This concept applies equally to your taxes. Which leads me to my plumbing project. If you think there is no connection between my plumbing and your taxes, think again.

What to do if you owe money to the IRS

In recent years, professional journals have shown articles by leading experts recommending strategies using the home’s equity in producing needed income, not just as a last resort when all other sources have been extinguished.

Can you predict the future? I suspect most of you reading this would say no. For those that would say yes, perhaps you need some therapy (humor intended).

Your Life or Your Money

“Planning is bringing the future into the present so that you can do something about it now.” – Alan Lakein. It is the foundation for success. This applies to the succession of your business or your family or loved ones’ businesses.