San Francisco Tax Tips – February 2017 – Newsletter

Filed in CPA Blog by on January 20, 2017
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They say that nothing is certain in life, except for death and taxes. Well, we’ll ignore the taxes portion in this month’s newsletter, but we will touch a bit on end-of-life issues such as retirement and life insurance (To download the February eLetter, click here.)

Photo credit: Nick Kenrick.. via Foter.com / CC BY

Long-Term Thinking

We advise our clients to always think towards the long term. That may be thinking about retirement in a serious way, or thinking about succession issues if you own a business, or if you’re a startup thinking about the day when you are successful and your stock options will have value. (We’re known as the #1 CPA firm for San Francisco startups). In this month’s eLetter, accordingly, we focus on long-term care coverage and how you can have a “combo” product with both a benefit should you die, early, and a benefit as a long term insurance policy. Thinking ahead is a big mantra here at our CPA Firm. Another tried and true theme to our eLetter is retirement. We work with many San Francisco businesses, and offering some form of retirement savings is both a tax savings and an incentive for your employees. If you’re looking at retirement planning options, we can help!

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. Its goal: to be the best CPA firm in San Francisco.

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Photo credit: Nick Kenrick.. via Foter.com / CC BY

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