Links and Resources

Welcome to our Resource Page, , In this section you will find very helpful material and answers to many of your questions about taxes, financial planning, investments, and more.

1- FEDERAL RESOURCES

Internal Revenue Service
http://www.irs.ustreas.gov/

Social Security Online
http://www.ssa.gov/SSA_Home.html

Thomas - Legislative Information on the Internet
Be informed of the most recent legislation that affects your finances and tax outlook. Thomas provides comprehensive access to federal legislative information, with the latest from the House Floor, new bills, roll call votes, congressional record and committee information.
http://thomas.loc.gov/

U.S. Bankruptcy Law
Chapter 11, Chapter 7 - do you know the difference? The Legal Information Institute, affiliated with Cornell University, provides an easy-to-use overview of bankruptcy law, statutes, regulations, decisions and rules.
http://www.law.cornell.edu/topics/bankruptcy.html

Constitution of the United States of America
http://www.midnightbeach.com/jon/US-Constitution.htm

U.S. Copyright Office
If you're looking to protect an original intellectual work, here's everything you need to know about securing and registering copyright. Includes links, legislation and frequently asked questions.
http://lcweb.loc.gov/copyright/

United States Vital Records Information
Need an out-of-state birth, death, marriage certificate or divorce decree? This site guides you in obtaining these vital records.
http://vitalrec.com/index.html

Consumer Information Center Main Page
The official federal consumer information center.
http://www.pueblo.gsa.gov/

The National Fraud Information Center
Current information on the latest frauds from the National Consumer League.
http://www.fraud.org

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2- CALIFORNIA STATE AND LOCAL BAY AREA

California Franchise Tax Board
http://www.ftb.ca.gov/

Employment Development Department
http://www.edd.ca.gov/

California Secretary of State
http://www.ss.ca.gov/

California State Home Page
http://www.ca.gov/

California Attorney General's Official Website
http://caag.state.ca.us/

Search for California Charities
http://caag.state.ca.us/charities/

California Taxpayers' Association
CTA is a nonprofit organization dedicated to protecting taxpayers from unnecessary taxes and promoting efficient, quality government services. This site provides news, information and articles covering a wide variety of state tax and government issues.http://www.caltax.org/

State Tax Information Sites
Links to the departments of revenue sites for all 50 states.http://www.smbiz.com/sbrl006.html

City of San Francisco
http://www.ci.sf.ca.us/

City of Oakland
http://www.oaklandnet.com/

City of Berkeley
http://www.ci.Berkeley.ca.us/

City of San Mateo
http://www.ci.sanmateo.ca.us

City of Palo Alto
http://www.city.palo-alto.ca.us

City of Fremont
http://www.ci.fremont.ca.us

City of San Jose
http://www.ci.san-jose.ca.us/

City of Novato
http://www.ci.novato.ca.us/

City of San Rafael
http://www.cityofsanrafael.org/

City of Petaluma
http://www.ci.petaluma.ca.us/

City of Santa Rosa
http://ci.santa-rosa.ca.us/

City of Napa
http://www.cityofnapa.org/

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3- TAX COMPLIANCE

Small Business Taxes & Management
A resource page providing tax and management guidance to small and medium sized businesses and their owners.
http://www.smbiz.com

The Payroll Taxes Information Site
This general information site includes calculators, news articles and federal and state reference material on payroll taxes.
http://www.payroll-taxes.com/

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4- RETIREMENT and ESTATE PLANNING

Crash Course in Wills & Trusts
This site is a recommended resource for our clients looking at estate planning. A concise and practical guide to wills and trusts, it covers legal and practical considerations of income tax and the Federal Gift and Estate Tax, the disposition of property outside the probate system, life insurance, powers of attorney, advance medical directives (living wills), long-term care insurance and more.
http://www.mtpalermo.com/

Estate Planning Legalese - Glossary
Estate planning, wills and trusts often involve unfamiliar legalese. This site gives you a list of terms as a handy reference and research tool. Recommended reading. 
http://freeadvice.com/law/602us.htm

Roth IRA Home Page
Whether you're planning on setting up Roth IRA, or already have one, check this site regularly for new law articles, calculators, links and educational materials. A rich resource. 
http://rothira.com/

Protecting Your Pension: Introduction
This handbook focuses on those private sector pension plans where someone, such as a trustee or investment manager, is responsible for investing the plan's assets. Although many of the same rules apply, special rules can apply to employee stock ownership plans and to pension plans where participants personally direct investment of assets in their individual plan accounts. 
http://www.dol.gov/pwba/pubs/protect/protectoc.htm

CCH Business Owner's Toolkit Guidebook | Individual Retirement Accounts
Everything you need to know about regular Individual Retirement Accounts. 
http://www.toolkit.cch.com/text/P08_4820.asp

Individual Retirement Accounts (IRAs)
Everything you need to know about all types of Individual Retirement Accounts, including where and how to set them up, and a nice worksheet for comparing IRA options.
http://www.montana.edu/wwwpb/pubs/mt9807.html

AARP Homepage
AARP is a nonprofit, nonpartisan membership organization for people 50 and over. The site provides information and resources on legislative, consumer and legal issues. 
http://www.aarp.org/index.html

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5- FINANCE AND STOCKS

Money Magazine Archives

http://money.cnn.com/magazines/moneymag/moneymag_archive/

PC Quote Online
Make educated investment decisions with online stock quotes at your fingertips. This comprehensive site provides real-time securities quotations, breaking business news and investment tools. 
http://www.pcquote.com/

Morningstar
Packed with information and tools for the investor, here's where you'll find the famous Morningstar ratings. The online broker also shows you how to analyze stocks, funds and portfolios like a Morningstar analyst.
http://www.morningstar.com

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