Sacramento, CA

  • 2400 Del Paso Rd
  • Suite 150
  • Sacramento, CA  95834
  • 916-451-3500

Business Consulting and Accounting Firm

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Recent Insights

Customer Service

Buying or Selling: What Happens to Your BOLI?

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Bank-owned life insurance (BOLI) has been a widely-used investment and employee benefit for community banks. But, what happens to this insurance in a bank sale? …

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Customer Service

Examiner Expectations with CECL

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The topic on everyone’s to-do list as of late has been to start thinking about the looming changes that will be here before we know …

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Look Before You Leap on Tax Conversions

Look Before You Leap on Tax Conversions

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The flashy headlines around the lower tax rates as part of the new tax code are not always cut-and-dry, and businesses need to take a …

Read moreLook Before You Leap on Tax Conversions