Posts by Shea Labagh Dobberstein

Employee Spotlight: Samantha Liau

A spotlight on Samantha C. Liau, CPA, Senior Audit Manager at Shea Labagh Dobberstein, as published in the firm’s May 2017 Employee Benefit Plans newsletter.

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Employee Benefit Plan Newsletter – May 2017

Employees depend on plan sponsors to manage the plan in the best interest of all participants. A poorly designed investment menu can cripple participant outcomes and investment performance. Behavioral finance research suggests that participants are overwhelmed when offered too many investment options. The negative impacts of this are discussed on Page 3.

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Real Estate Newsletter – March 2017

Over the past several months, Congress and the IRS promulgated tax provisions, extending tax savings opportunities that benefit real property owners and clarifying new rules regarding the Foreign Investment Real Property Tax Act (“FIRPTA”). Some of these provisions allow taxpayers to accelerate deductions or claim tax credits. In this newsletter, you will learn about some of the provisions affecting real property, as well as recent trends in multi-family housing within the San Francisco Bay Area.

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