Author: Gillingham

Strategic Accounts

401K

Introduction Saving for retirement is a crucial aspect of financial planning, and employer-sponsored retirement plans

Small Business

Transition from W-2 to 1099

Introduction Making the shift from a traditional W-2 job to a 1099 independent contractor position

Small Business

Inventory and Cost of Goods Sold 101

Contrary to common perception, an inventory purchase is not an immediate expense but rather a strategic move that unfolds its financial implications over time.

Tax Update

San Francisco Tax

If you’re in business within the city, here’s what you need to know. Within 15 days of starting your business, you must register, and this registration needs renewal every year by May 31st.

Tax Update

Understanding Delaware Franchise Tax

If you’re a C-Corporation registered in Delaware and operating in California, navigating the annual Delaware franchise tax can seem like a complex task.

Value Added

Employee vs. Contractor

When it comes to evaluating the financial landscape of employment options, the choice between being an employee and a contractor can be akin to traversing a labyrinth of complex variables.

Small Business

The Sell Order For Stocks

One crucial aspect of this financial management is determining the sell order for your stocks. We’ll explore the concept of a sell order, why it’s important, and the general framework to consider when deciding which stocks to sell.