A Breard Hello to James Wang
Once again, we have hired a stellar intern from CSUN. James Wang who will be with us for this tax…
Category: Announcements (page 6)
2012 Corporate and Individual Tax Organizers
Tax season is approaching! We have added for your convenience our 2012 Individual Tax Organizer and 2012 Corporate Tax Organizer.…
FINRA Supplemental Statement of Income (SSOI)
Learn more about the new required statement and download the FINRA SSOI form here: FINRA SSOI
Calling All Regional Centers
The programs supported by Regional Centers must undergo an audit if their revenues are over $250,000-$500,000. Not sure if this applies…
BAI 18th Annual Management Retreat
We had our 18th annual management retreat at the beautiful Mandalay Bay Embassy Suites in Oxnard, CA. Here is the…
“Big Fighters, Big Cause” Charity Event
BAI was invited to attend the Big Fighters, Big Cause event hosted by Sugar Ray Leonard on May 22, 2012.…
Welcome Nancy Enriquez!
BAI has a history of hiring the best and brightest interns from the firm’s alma mater, California State University, Northridge…
2011 Corporate and Individual Tax Organizers
Tax season is approaching! We have added for your convenience our 2011 Individual Tax Organizer and 2011 Corporate Tax Organizer.…
Electronic Filing of Audit Reports
To our Broker/Dealer Clients: Earlier this month, FINRA issued Regulatory Notice 11-46 regarding the filing of annual audit reports. The…
2011 Seminar
In November of 2011 BAI hosted 3 seminars on topics ranging from cyber liability, online marketing, tax updates for individuals…