September 2016

Uniform Digital Assets Law

For all who are following state and national legislation about Digital Assets, the state of California has recently sent a bill to Governor Brown’s office in the state of California.  AB691 allows access to a wide range of digital assets to treat them as if they are tangible assets. Digital Assets is a topic of […]

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Data Security

Data surrounds us at work and at home. It is often the backbone of how we contact friends, clients, co-workers.  Our home and business lives are intertwined with data at the center. To protect ourselves and our business, data security is an important topic to consider.  How we manage information, contacts, documents is a decision. 

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The Living Planner Advisory Perspective Series – Financial Accounting Services

The Living Planner Advisory Perspective Series presents questions to professionals each month.  We provide our readers with this information to help them prepare for meetings with professionals they may consider using to help them plan and prepare for life. Considering our financial picture involves gathering a strong team.  This month, it is my pleasure to

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