Significant Changes for Your Retirement Accounts

By: Donna Lea If Congress has been busy! A few days before Christmas 2019, they passed the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act). Barely three months went by and COVID hit. Congress scrambled to put something together to give...

How to Emerge from COVID-19 Better than You Started

By: Robert Fukui If you recall the Bill Murray movie Groundhog Day, you’ll recall that his character was a self-absorbed news reporter that had an assignment to cover the yearly celebration in Punxsutawney, Pennsylvania. The next morning after covering the yearly...

2019 Reflection on Business Law Clients

By Andrew Sohn, Esq. In 2019, as I sit here and reflect on the numerous business owner clients we’ve had the opportunity to serve this past year, I am reminded of two things: (1) That we were incredibly blessed this year to serve amazing clients who were not only...

New Requirement for California Businesses

By Donna Lea Did you know that California has a state-mandated retirement plan? That means it is now a requirement for employers (with five or more employees) in the state to provide a group retirement plan for their employees. While many large employers commonly have...