News & Articles

  • Fiduciary Advisor in a navy suit points to a contract with a pen during a client meeting, explaining how to become a fiduciary and the duties involved.

    How to Become a Fiduciary: Qualifications, Duties, and Legal Responsibilities

    In many families, someone is eventually asked to step into a financial or legal role on behalf of a loved one. That person may

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  • Outsourced CFO providing financial leadership and strategy for businesses in California.

    Outsourced CFO Services in California: Expert Financial Leadership for Growing Businesses

    Businesses need strong financial management to succeed. Many small and mid-sized companies struggle with cash flow, budgeting, and long-term planning because they lack financial expertise.

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  • Employer reviewing payroll documents to prepare for a payroll audit in California.

    How to Prepare for a Payroll Audit in California

    A payroll audit reviews a business’s payroll records to ensure compliance with California labor laws and tax regulations. Agencies such as the IRS, California Employment

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  • bills of money and checks for employees - avoid payroll mistakes

    10 Payroll Mistakes That Can Cost Your Business (And How to Avoid Them)

    Payroll management is one of the most critical functions of running a business, yet even small mistakes can lead to financial penalties, tax issues, and

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  • estate accountant explaining to the senior couple about the new AB 2016 guidelines

    Navigating Trust Needs in 2025: Understanding California’s New AB 2016 Guidelines

    Planning ahead created peace of mind. As of April 1, 2025, California raised the estate value threshold for residents needing a trust. You no longer

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  • Court accounting services for probate, trust, and estate accountings ensuring accurate financial records

    Ensuring Accuracy in Probate, Trust, and Estate Accountings

    Handling probate, trust, or estate accountings can be complex, and even minor errors can lead to legal disputes or court rejections. Learn how proper court

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  • Trust Accounting- Expert Guidance for Smooth Settlements

    Trust Accounting: Expert Guidance for Smooth Settlements

    When dealing with trust, estate, or probate accountings, it is crucial to follow the correct processes to ensure transparency and avoid disputes. My

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  • Listening and Learning for Client Success

    Listening and Learning for Client Success

    At Smith Marion, we understand that value comes from a deep understanding of our clients' needs. Hannah Baldwin, the Director of Consulting Advisory

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  • Smith Marion team providing client advisory services for a modern financial partnership.

    Client Advisory Services at Smith Marion: A New Era of Financial Partnership

    At Smith Marion, we're revolutionizing our approach to client relationships by focusing on Client Advisory Services (CAS). Carlos Carazo, CPA and EA, who

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  • Business team addressing accountability challenges during a meeting.

    Navigating Accountability Challenges in Your Organization

    We've found that clients often grapple with accountability. We've helped companies with this issue across various sectors, such as nonprofits and housing

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