Summer | 2018
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Firm News- Partner Discusses Key Aspects of the Tax Cuts and Jobs Act, Estate Planning and more...
Jeff Hipshman, partner, was recently interviewed on the "Mortgage Grader" radio show, which is broadcast across five So-Cal counties, precedes the Angels’ baseball game, generally on Sundays, 10-11 am, KLAA 830 AM.   Jeff discussed key aspects of the Tax Cuts and Jobs Act, estate planning and more. Listen to his interview podcast at:

Click here   –  5/13/18 segments 2-4
Factor in State and Local Taxes When Deciding Where to Live in Retirement
Many Americans relocate to another state when they retire. If you’re thinking about such a move, state and local taxes should factor into your decision.

Income, property and sales tax

Choosing a state that has no personal income tax may appear to be the best option. But that might not be the case once you consider property taxes and sales taxes.

2018 Q3 Tax Calendar
Here are some of the key tax-related deadlines affecting businesses and other employers during the third quarter of 2018.

7 Tips and Tricks for Eating Healthy at the Office

It can be easy to over indulge at the office, especially if you work in an office environment that has free snacks in the break room, a colleague who’s always bringing in some delicious delights to share with coworkers, or vendors bringing free food to encourage your business

Source: Megan Smith
12 Tips for Maintaining Your Professional Status and Growing Your Career After Having Kids

For many women just building a career can be a huge hurdle and a great milestone. All too often women find themselves phased out or progressing less quickly at work after having a child.

Source: Nicole Palame
Susan Levinstein, CPA, Partner
Susan Levinstein is a partner and manages the Women-Owned Business practice and heads up the Complete Financial Office Solutions departments. She is a specialist in the business assurance services as well as helping small businesses grow. For additional details please contact Susan.
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