Think for a minute about all you have done today. Now, from that list of tasks, how many would you say you have done well? Again, from the list of tasks you feel you’ve done a good job on, how many were you praised for by your manager or even a co-worker? We all crave […]

April 2021 By George Paulsen, CPA, Tax and Advisory Partner of Hood & Strong LLP There is a lot of pending legislation in Congress right now. Of note, Senator Bernie Sanders is proposing a far-reaching estate tax that would apply to the top 0.5 percent of American taxpayers, which he is calling the “For the 99.5% […]

Just as with any good, healthy relationship, communication with employees is key. Only communicating with employees regarding their benefits package during open enrollment will most definitely result in them not taking full advantage of all it has to offer. In an effort to assist employees in understanding and maximizing their benefits, companies should use a […]

In 2020, the MDRT Foundation awarded a USD $5,000 grant to the One Hit Away Foundation, a local Bay Area 501(c)(3) non-profit that provides resources for education and advocacy for brain health from sports-related brain injuries. Through its global grants programs, the MDRT Foundation is committed to building stronger families and communities around the globe. […]

By Morgan Carpenter March 2021 Introduction After a year of isolation, grief, and adversity, mental health has been at the forefront of national conversations. How do you take care of yourself, your family, and your colleagues during an unprecedented global pandemic? As people cope with new or amplified feelings of anxiety and depression, employers may […]

March 2021 As a business owner, selecting a health plan can be difficult. How much should the in-network deductible be? In California and across the country, what plans are businesses in my industry choosing for their employee benefits? How much are other businesses spending per employee? Luckily, United Benefit Advisors (UBA) has gone to great […]

By Ron Bland and Bruce Jobson March 2021 The pandemic has fundamentally changed our personal and professional lives over these past eleven months. One notable change is that a greater number of employees are working from home, some for the foreseeable future. As a result, many employees do not necessarily have to reside in the […]

Employee Assistance Programs (EAP) are company-sponsored programs that provide assistance to employees for a variety of personal issues that may be hindering or adversely affecting their work performance. Typically offered through third-party administrators, EAPs can provide their services online or via telephone and can sometimes be a part of the employee’s healthcare plan, however it […]

February 2021 By George Paulsen, CPA, Hood & Strong LLP Throughout California and across the country, many of us are working almost exclusively from home during the COVID-19 pandemic. We must all be careful of the definition of home – young employees could have moved back home with their parents, while others might have chosen […]

January 2021 Life insurance is complicated. Even if you already have a life insurance policy, you may need to have a trusted advisor review it to make sure that it is still “in force”. A major part of reviewing policies involves in-force illustrations. Here we outline the who, what, when, where, why (and how) surrounding […]