Where does it all go? Money comes and money goes but tracking that takes discipline and perseverance. However, in these times of upheaval and uncertainty, that knowledge allows you to make the best use of your money. » Click Here to Read More What’s in your estate plan? Even with the daily turmoil taking place around us, […]
Where does it all go?
Money comes and money goes but tracking that takes discipline and perseverance. However, in these times of upheaval and uncertainty, that knowledge allows you to make the best use of your money.
Even with the daily turmoil taking place around us, don’t lose sight of the importance of keeping your estate plan up to date. Having everything covered provides you and your heirs with financial confidence.
Businesses are overwhelmed with issues they’ve never encountered before. How to successfully get through this time requires good information and comprehensive planning.
With children home from school, it’s a perfect time to teach them things they wouldn’t learn in a classroom. Financial literacy is one of the most important lifelong lessons they will ever learn.
Scammers never stop trying to find new ways to separate you from your money. The coronavirus is no exception, so you need to be aware of what they’re trying to do now.
DK Wealth Management LLC | La Jolla | University Heights | Woodland Hills | Beverly Hills
DK Wealth Management LLC and Integrated Financial Partners do not offer legal advice or services.
Investment advice offered through Integrated Financial Partners, doing business as DK Wealth Management LLC, a registered investment advisor. Joshua J. Bodenstadt is a solicitor to Integrated, compensated for solicitor services. Joshua J. Bodenstadt does not provide investment advice. Joshua J. Bodenstadt is not affiliated with Integrated Financial Partners. Click on the links for a copy of the firm’s ADV and solicitor disclosure statement.
TThe information in this material is for general information only and is not intended to provide specific advice or recommendations for any individual. Integrated Financial Partners and LPL Financial do not provide legal/tax advice or services. Please consult your legal/tax advisor regarding your specific situation.
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As the year winds down, most business owners are focused on closing the books and planning for growth. But here’s the truth, HR compliance is just as important and skipping it can lead to costly mistakes. If you’re running a small business without an in-house HR team, we can help you wrap up the year […]
California’s final CalSavers compliance deadline is approaching for small employers. If your business has even one W-2 employee, you must either register for the CalSavers Retirement Savings Program or file for an exemption if you already offer a qualified plan. What is CalSavers?CalSavers is a state-mandated retirement program offering Roth or Traditional IRAs funded via […]
Personnel File Compliance: What Every Small Business Owner Should Know Managing personnel files might not be the most exciting part of running a business but it’s one of the most important. Done right, it protects your company, supports your team, and keeps you compliant. Done wrong? It can lead to legal headaches, lost documents, and […]
Leave of absence management has become increasingly complex for small and mid-sized businesses, with a growing patchwork of federal, state, and local laws creating compliance challenges. Post-pandemic, leave requests have surged as employees become more aware of their rights and open about mental health needs, making proper leave management critical for legal compliance and employee retention. Mishandled leaves can expose businesses to legal risks, employee dissatisfaction, and operational disruptions that impact your bottom line. The solution lies in clear policies, proactive planning, and expert HR support to navigate the evolving landscape of FMLA, ADA, state-specific regulations, and emerging leave requirements.
Organizations that combine budgeting and financial forecasting improve their planning accuracy by 25-30% compared to single-method approaches, according to recent CFO surveys. Yet many business owners still struggle to understand the key differences between these essential tools (budgeting vs. financial forecasting) and when to use each one effectively. The challenge isn’t choosing between forecasts and […]
Leave of absence management has become increasingly complex for small and mid-sized businesses, with a growing patchwork of federal, state, and local laws creating compliance challenges. Post-pandemic, leave requests have surged as employees become more aware of their rights and open about mental health needs, making proper leave management critical for legal compliance and employee retention. Mishandled leaves can expose businesses to legal risks, employee dissatisfaction, and operational disruptions that impact your bottom line. The solution lies in clear policies, proactive planning, and expert HR support to navigate the evolving landscape of FMLA, ADA, state-specific regulations, and emerging leave requirements.
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Precise accounting, professional team, reliable, ethical. Everything I could ask for in a business accountant. Our complex industry (healthcare) is well served by Duffy every day.
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I have been working with Duffy Kruspodin, LLP for almost twenty years now. While that already speaks for itself, I have to say that I feel I am working with the best accounting firm in our area! They respond to each and every email and phone call the same day and I would recommend them to anybody looking for a good CPA!
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Duffy Kruspodin, LLP has been our lifeline for developing our businesses for for over 30 years. We wouldn't think of changing direction or making a major decision without their sage advice. Our relationship through the years has been extraordinary. We are genuinely grateful for all the assistance they’ve given us through the start-up, expansion and sale of our companies.
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DK has handled my business, personal and family accounting needs for almost 20 years. In that time DK has become a very trusted business partner not only providing excellent accounting services but financial planning, business strategies and consultant services. DK has earned my trust throughout our continuing relationship.
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DK has been a trusted partner from the very first day that we are with them. They have always been one step ahead of us in our accounting needs for our rapid growth. The one thing that I will say about DK is their in-depth knowledge and their friendly staff. We appreciate the partnership we have with DK.
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