PFS Global

PFS Global Solving for the Modern World. PFS Global is a forward-thinking financial management company that is servicing hundreds of clients throughout the United States.

10/08/2026

Hiring in other states can create operational nightmares if the process isn't handled correctly. Different filings, rules, and employee tax setups can cause issues for you and your team.

Jon Diaz, partner lead for our HR & Payroll teams, discusses what he has seen for clients with Aaron and David on this clip from Law & Ledger.

Facing Capital Gains taxes? One strategy worth considering is a deferred sales trust. Instead of selling your asset dire...
10/07/2026

Facing Capital Gains taxes?

One strategy worth considering is a deferred sales trust. Instead of selling your asset directly to the buyer, you first sell it to an independent trust in exchange for an installment note. The trust then completes the sale to the buyer. Because you receive payments over time rather than all at once, you generally pay the capital gains tax as those payments are received.

Read more on our Blog at the link in our comments.

Hiring takes time, and recruiting for specific positions is not easy.Our team has the experience and skills to help ma...
10/05/2026

Hiring takes time, and recruiting for specific positions is not easy.

Our team has the experience and skills to help make recruiting easier, so that your time is spent on the decision to hire - not the process.

Learn more at the link in our comments.

10/01/2026

Does your HR need a dedicated person or team? Well, ask yourself these questions:

➡️ Are there HR issues that keep creeping up?
➡️ Would the time you spend on HR be better used elsewhere?
➡️ If you had more HR expertise, would it improve your "people processes"?

Brandon Tran from our People Ops teams addresses these items and more in this convo with Aaron and David for Law & Ledger.

⏰⏲️🕰️🕐 - you can never have enough.But if managing your financial operations is one of things keeping you from having th...
09/30/2026

⏰⏲️🕰️🕐 - you can never have enough.

But if managing your financial operations is one of things keeping you from having the time you need, let our team help.

Learn more about the how, the who, and the why at the link in our comments.

09/29/2026

📢 Announcement! 📢

Joining team PFS Global to help develop our insurance industry relationships and solutions will be...

➡️ Ryan Hanley, industry sales and marketing expert!

Look for more news soon, and hear from Ryan himself if you're attending InsureTech Connect in Las Vegas this week!

Congrats to all the distinguished agencies named to the Independent Insurance Agents & Brokers of America, Inc. and Reag...
09/24/2026

Congrats to all the distinguished agencies named to the Independent Insurance Agents & Brokers of America, Inc. and Reagan Consulting 2026 Best Practices list, including eight of our clients that were honored! 👏8️⃣

See the full list at the link in our comments.

If and when your business has unreimbursed partner expenses, how should you address them for your taxes?How you define a...
09/23/2026

If and when your business has unreimbursed partner expenses, how should you address them for your taxes?

How you define and deduct them - and how you can best benefit from the strategy - is important to know in advance.

Read more on our Blog at the link in our comments.

- If your business has a tax need, our team likely has a solution for you. From strategy, to planning, to filing - we ...
09/22/2026

- If your business has a tax need, our team likely has a solution for you.

From strategy, to planning, to filing - we can help you have a more complete tax operation in place.

Learn more at the link in our comments.

We're here to help - it's not just something we say, it's what we mean.Guidance, support, advice, and help - you reach o...
09/21/2026

We're here to help - it's not just something we say, it's what we mean.

Guidance, support, advice, and help - you reach out to your team and we'll provide any and all of them.

Reach out to our team today at the link in our comments.

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556 N Diamond Bar Boulevard, Ste 101
Diamond Bar, CA
91765

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

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