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.
Exceptional service | Deep expertise | Global reach
SLD 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.
“This speaks to the high caliber of work our experienced professionals consistently exhibit, as well as the firm’s ceaseless commitment to helping our clients attain their goals.”
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Shea Labagh Dobberstein is proud to be among IPA’s Top 200 group of firms.
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Shea Labagh Dobberstein is proud to be part of the Bay Area’s history as it marks its 75th year in business in 2019.
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Should plan sponsors have concerns about offering TDFs in the plan investment menu despite their popularity? The short answer is “yes.” TDFs can increase a plan sponsor’s fiduciary liability.
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The IRS issued a final rule in September 2019 that not only makes it easier for participants to take a hardship withdrawal, but eases the plan sponsor requirements.
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We have compiled a list of action items for individuals and businesses that may help you save tax dollars.
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