Safe Harbor LLP, a top San Francisco CPA and Accounting Firm, is proud to release their October newsletter with a focus on estate and retirement planning issues for San Francisco Bay Area residents. The company sends the newsletter out to existing clients, and makes it available on the website so that busy San Franciscans can keep up-to-date with important tax and financial issues.

“Retirement planning and estate planning are incredibly importantEstate Planning In San Francisco, CA for either small business owners or wealthy individuals, especially in San Francisco and California as a whole with its high tax environment,” explained Chun Wong, Managing Partner at Safe Harbor LLP. “However, many people would rather ignore the topic and so they wait until events force them. We recommend to our clients that they have estate and/or succession plans in force and that these plans be drafted according to best accounting and tax practices. Our October newsletter has in-depth coverage on retirement and estate planning issues.”

To read the October, 2015, tax bulletin for San Francisco – go to There one can read the articles, but also reach out for a no cost consultation from the firm.

Life’s Realities and Retirement or Estate Planning

As anyone who has lived in San Francisco knows, the only uncertainty in the economic environment is change. The city has seen both enormous booms and enormous busts. In addition, the outside investment opportunity has changed with new regulations from both the federal and state governments. This month’s newsletter has in-depth coverage on how to think about retirement and estate planning. However, the reality is that every individual is unique. Therefore, after reading the newsletter, it is highly advised that an interested party reach out for a consultation with the accounting firm so that they can inventory the threats and opportunities vis-à-vis their retirement or estate plan.

About Safe Harbor LLP – a Professional CPA Firm in San Francisco

Safe Harbor LLP is a CPA firm that specializes in accounting and tax services for individuals and businesses throughout the San Francisco Bay Area and greater California. Safe Harbor CPAs helps both individuals and businesses with tax preparation, IRS audit defense, and audited financial statements. The firm prides itself on friendly yet professional service and utilizes state-of-the-art Internet technology to provide quality customer service.

Safe Harbor CPA

Tel. 415.742.4249