Fruad Risk Management Services

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DZH Phillips’ professionals have the right credentials and the right attitude. Our partners and staff bring uncommon creativity, personality, and ability to a diverse client base.

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We offer all of the opportunities and expertise of a national firm, uniquely blended with a boutique culture.

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AICPA National Governmental and Not-for-Profit Training Program

Event Date: 10/17/2016 to 10/19/2016

The 2016 AICPA Government and Not-for-Profit Training Program has been designed to help you with both awareness and comprehension of the latest regulatory changes. With...
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Webinar: OMB Implementation Guidance for Nonprofits

Event Date: 07/27/2016

Join Partners, Janet Holland and Hydeh Ghaffari, as they break down OMB (Office of Management and Budget) implementation guidelines. OMB combines a handful of requirements with the...
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Update: The Department of Labor (DOL)’s Fiduciary Rule

It has swept headlines, sparked water-cooler conversations and ignited heated discussions in countless Congressional hearings. If you’ve kept a pulse on the regulatory world over the past few months, chances are you’ve heard about the Department of Labor (DOL)’s proposed fiduciary rule. But what, exactly, does the legislation entail? And more importantly, how will it […]
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IRS Offers Guidance to Employers Who Plan to Claim the Work Opportunity Tax Credit (WOTC)

The IRS has recently granted “transitional relief” to eligible employers who are planning to claim the Work Opportunity tax credit (WOTC). The relief outlined in IRS Notice 2016-22 comes in the form of an extended deadline — until June 29, 2016 — to file a form necessary to claim the credit for certain eligible workers. […]
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1031 Exchanges: What You Need to Know to Take Advantage

Senior Tax Manager, Alicia On breaks down 1031 Exchanges and gives insight to a number of factors, such as defining a like-kind exchange, time limits and structuring the deferral. This article will shed light on how real estate investors can take advantage of Section 1031 and explores the need to hire an intermediary when finalizing the deferral. […]
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San Francisco Business Times’ Table of Experts: Tax & Accounting

Managing Partner, Larry Wood participated in San Francisco Business Times’ Table of Experts last February at Golden Gate University. Alongside Larry was Sam Seaman of BDO USA, and Fred Sroka and Dell Hutchinson of Golden Gate University. They discussed major trends facing the industry and offered unique insight to an audience of students attending Golden Gate University. Other topics of […]
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We’ve Been Nominated for “Best Employee Perks”

We’re proud to announce that DZH Phillips has been nominated for “Best Employee Perks” for the 2016 Work Local Awards, a celebration of the best local employers in the Bay Area. The Work Local Awards highlights the achievements of local employers that continue to make our communities thrive within boutiques, cafes, nonprofits, startups and more! […]
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How to Value Your Company – The Market Approach

A key factor leading to a smooth business purchase negotiation is having a clear understanding of how a buyer views the value of your business. You may think its value should be based on potential future earnings while a suitor may want to sell off existing assets. A novice understanding of each of the three […]
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1199 Howard Avenue, Suite 250
Burlingame, CA 94010

Phone: 650-343-1100

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Oakland, CA 94612

Phone: 510-834-6542

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135 Main Street, 9th Floor
San Francisco, CA 94105

Phone: 415-781-2500

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999 5th Avenue, Suite 320
San Rafael, CA 94901

Phone: 415-243-8833

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