Since 1944, SLD has worked in partnership with generations of family-owned and closely-held businesses, nonprofits, and individuals in the San Francisco Bay Area. Our legacy of providing independent, objective advice continues to make reaching their objectives possible.
Target-Date Funds (TDFs) have become the Qualified Default Investment Alternative (QDIA) of choice for most 401(k) plans. Read more about the positive impact that TDFs have had for participants, plan sponsors and DC plans in general…
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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.
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Discover top three strategies that yield sales tax savings for restaurants.
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A spotlight on Jenea Smith, CPA, Audit Director at Shea Labagh Dobberstein, as published in the firm’s October 2017 Employee Benefit Plans newsletter.
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Do you think the current 401(k) system is working? Do you think more data and analysis is necessary to inform […]
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If you’re not an accountant, it’s time to stop struggling with issues and concepts that aren’t a part of your core business. Working with an expert on an outsourced basis can not only make your life easier, but bring visible improvements to your business.
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SLD’s new Walnut Creek branch will accommodate the Firm’s growth, providing a stronger local presence in the vital 680 Corridor, and new accessibility for the Firm’s clients and staff.
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The tax and accounting practice of Engelman Accountancy Corporation has joined Shea Labagh Dobberstein, effective January 1, 2018.
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SLD COR2E ACCOUNTING SOLUTIONS provide end-to-end accounting services, from processing daily transactions to year-end tax and audit preparations.
Read MoreSLD offers the expertise of a large accounting firm in a family-like environment. We support the development and success of our professionals through training, mentoring, and other opportunities that lead to a fulfilling career.
