News & Events
Tax season is approaching! We have added for your convenience our 2011 Individual Tax Organizer and 2011 Corporate Tax Organizer. You just simply click on the organizer, fill out and bring into our office at the time of your tax appointment.
2011 Corporate Tax Organizer
2011 Individual Tax Organizer
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To our Broker/Dealer Clients:
Earlier this month, FINRA issued Regulatory Notice 11-46 regarding the filing of annual audit reports. The notice requires the electronic submission of all annual reports with a fiscal year ending on or after September 30, 2011. Once FINRA has completed the transition to electronic filing, they will no longer accept reports filed in hard copy form.
Firms are required...
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In November of 2011 BAI hosted 3 seminars on topics ranging from cyber liability, online marketing, tax updates for individuals and small businesses, and new ERISA rules. The seminar was a success due to the hard work of the seminar planning team and the outstanding delivery of speeches by the speakers.
Here are some pictures (please excuse the image quality of the photos!)...
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Breard and Associates, Inc. would like to recognize and thank those who are and were in harm's way for our way of life. Happy Veterans Day.
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BAI representatives will appear at the Meet the Firms event for Cal State University of Northridge tonight. We welcome all accounting students to our booth and we look forward to meeting each of you!
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The seminar postcards have been designed and are ready for mailing. Judy from Girl with Flair did a great job at putting our vision in print.
Interested in attending the seminar? It's not too late to sign up!
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Breard has worked with Margaret Yang to make a significant number of changes to the Company webpage. The new and improved website has a simplified navigation menu and will offer the latest developments on the Company (the 2011 free seminar), its staff (picture day), and the industries Breard works with (PCAOB update).
We hope current and new site users enjoy the updates as much as we do!
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The September issue of the Journal of Accountancy features an article written by managing partner of Breard & Associates, Kevin Breard. Kevin provides insight for planning a strategic and effective firm retreat.
Follow this link to read the article, "Retreat to Move Forward."
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On August 25, 2011 the staff at Breard and Associates, Inc had a firm photo shoot with photographer, Loretta Wang. We are thrilled with the way the pictures turned out. Here are a few images from the shoot...
Rod and Yu Yu practicing professional skepticism
Vince leading the staff meeting
A group shot of the staff
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BAI employees were each awarded with an Apple IPad 2 early this month. Examples of how the Ipad 2 will be used include checking and responding to emails, serving as a second monitor during fieldwork, and keeping in touch with loved ones during the busy season. This is one of the ways BAI is staying innovative and keeping up with the modern trend.
The staff were each given $50 gift cards to purchase...
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We Focus and Care
We Focus and Care℠ expresses our firm’s philosophy since its inception.
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Los Angeles – (818) 886-0940
New York – (212) 759-7070
Oakland – (510) 893-8080
Seattle – (206) 623-4006Call us toll-free: 1(800) 848-0008
PCAOB ID – 760
Copyright © 2011 Breard & Associates, Inc.