Employee Benefit Plan Newsletter – December 2018
Many small businesses don’t have a solid grasp of their retirement plan fees, according to a survey conducted by The […]
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401(k) Contribution Limits to Increase in 2019
The IRS recently announced the 2019 cost-of-living adjustments for a host of retirement plan limits.
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Retirement Plan Fees: Lack of Understanding Can Cost You
Limited knowledge of retirement plan fees can be detrimental to workers’ retirement savings, as well as to managers and owners who serve as fiduciaries to the plan.
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Lessons Learned from Class-Action Lawsuit Decision
What are the fundamentals of ‘good process’ for 401(k) plans? This is discussed and should be of interest to all plan sponsors.
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Year-End Tax Planning Moves in 2018
We have compiled a list of action items for individuals and businesses that may help you save tax dollars.
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A. L. Nella Joins Shea Labagh Dobberstein
SLD has expanded its tax practice in the Bay Area by merging in A. L. Nella, a long-time San Francisco-based tax firm, effective November 1st.
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Shea Labagh Dobberstein Selected as a Best of the Best Firm for the Fourth Year in a Row
Shea Labagh Dobberstein repeats as Best of the Best award winner for 2018. Streak runs to four years in a row.
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Shea Labagh Dobberstein Relocates San Francisco Office
The firm has taken the entire 32nd floor of the 43-story landmark high-rise in the heart of the Financial District.
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States can require online sellers to collect tax across state lines – Supreme Court ruling
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.
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Employee Benefit Plan Newsletter – April 2018
Target-Date Funds are typically managed to achieve a large account balance and to minimize the volatility of that balance. However, […]
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