by Fishman, Block + Diamond, LLP | Jun 21, 2022 | Retirement
This is a reminder that the final implementation deadline for the CalSavers Retirement Savings Program (“CalSavers”) is June 30, 2022. California employers meeting certain requirements must offer a qualified retirement plan to its employees by either...
by Fishman, Block + Diamond, LLP | Feb 26, 2022 | Client Memo, Security
Below is an important security bulletin from our external computer security provider DCG Technical Solutions, Inc. announcing a new security product from Microsoft that we recommend you utilize. Our score is above 90 which we have been told is spectacular. If you...
by Fishman, Block + Diamond, LLP | Feb 22, 2022 | Client Memo, Tax
On February 7, 2022, the California Legislature passed Senate Bill 113 (“SB 113”) proposing an expansion to the California Passthrough Entity Elective Tax (“CA PTET”) as previously enacted under Assembly Bill 150 (“AB 150”), as well...
by Fishman, Block + Diamond, LLP | Feb 17, 2022 | Real Estate, Tax
Changes Are Underway The pandemic ignited a home-buying frenzy as the decade-long housing shortage converged with historically-low mortgage rates, shifting workplace dynamics and new opportunities for young buyers to pursue their first homes. As enter the start of...
by Fishman, Block + Diamond, LLP | Feb 17, 2022 | Estate Planning, Tax
Keep Your Money In The Right Hands A well-crafted wealth transfer and estate plan can help you implement your vision for the future and create benefits for the people and causes that matter most to you. There are three places your assets can end up after your death:...
