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.
TDFs aren’t always managed in a way conducive to achieving a predictable, stable income stream in retirement. It may be worth considering an innovative TDF offering from Dimensional Fund Advisors (DFA).
Read More
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…
Read More
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.
Read More
A recent Supreme Court ruling broadened the reach of states to impose sales and use tax obligations on remote sellers (including online and catalogue retailers) by putting an end to the physical presence test for establishing nexus for sales and use tax purposes.
Read More
BlackRock’s 2018 Defined Contribution Pulse Survey highlights a growing concern among plan sponsors that their employees may have to delay retirement due to saving shortfalls.
Read More
A spotlight on Jenea Smith, CPA, Audit Director at Shea Labagh Dobberstein, as published in the firm’s October 2017 Employee Benefit Plans newsletter.
Read More
Shea Labagh Dobberstein repeats as Best of the Best award winner for 2018. Streak runs to four years in a row.
Read More
The firm has taken the entire 32nd floor of the 43-story landmark high-rise in the heart of the Financial District.
Read More
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.
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.
