Summer Reading List for Personal Finances
Since it’s summer and reading lists are top of mind, now’s the perfect time to expand your knowledge of money…
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Pre-Retirement Planning Guide Younger Adults
You’re never too young to start a bucket list. That’s because some things (such as bungee jumping) you probably want…
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Accounting Considerations for Business Insurance Coverages
With more than eight million small businesses in America, and more than $776 billion in net premiums issued by the…
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So, You’ve Been Audited: Should You Go It Alone or Hire a CPA, EA or Tax Professional?
I sincerely hope you have never had to go through an IRS audit – and never have to in the…
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Funding for Federal Aviation, Reinforcing Supply Chains, and Deterring Iranian Terror Attacks Around the World
FAA Reauthorization Act of 2024 (HR 3935) – This bipartisan bill reauthorizes funding and direction for the Federal Aviation Administration…
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The Role of Data Analytics and Visualization in Modern Auditing
Modern businesses have become complex mainly due to the exponential growth of data, and traditional auditing methods can no longer…
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6 Financial Tips for New Dads
There are probably few things as exciting and daunting as becoming a new dad, especially when it comes to finances….
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Pre-Retirement Planning Guide Budget
Once you are truly good and retired – no phase out, no gig jobs, no income-earning hobbies – most people…
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How to Develop a Credit Policy
A credit policy explains how a company will manage lines of credit for client accounts, and what procedures to follow…
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Marrying a Non-U.S. Citizen? No Tax Honeymoon for You
Marriage is a major life event. One that comes with all kinds of change, including financial. After getting married, there…
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Funding Foreign Military and Humanitarian Aid, Setting up a Tik Tok Ban, and Re-Authorizing Foreign Surveillance on U.S. Soil
Ukraine Security Supplemental Appropriations Act, 2024 (HR 8035) – Introduced on April 17, this bill authorizes $60 billion to provide…
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Factors to Consider when Choosing Customer Relationship Management Tools
Customer relationship management (CRM) plays an important role in documenting, tracking, and managing relationships and interactions with existing and potential…
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6 Ways to Use Your Tax Refund
Gosh, it feels great to get that tax refund. Dreams of a much-needed vacation or a splurge on something you’ve…
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Part 2: Pre-Retirement Planning Guide
There are many steps to planning for retirement. Some are legal and financial, some are about communication and some involve…
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How to Calculate Operating Return on Assets
During Q3 of 2023, businesses in the United States made approximately $3.3 trillion, according to Statista. This is right behind…
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‘Master’ The Augusta Rule and Save Money on Your Taxes
Anyone who lives in a highly seasonal tourist destination knows you can make money on short-term rentals during events and…
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Funding the Government, Protecting Americans from Misuse of Data, Expanding Internet Access and Improving Recycling
Consolidated Appropriations Act, 2024 (HR 4366) – On March 9, the president signed the latest appropriations bill passed in time…
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Importance of Fostering Digital Trust in Today’s Businesses
Modern business today is dominated by digital transactions and interactions. Businesses are increasingly storing customers’ personal information, which is potentially…
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April is Financial Literacy Month: How Much Do You Know?
What started as Youth Financial Literacy Day some years ago is now a monthlong event: Financial Literacy Month. It all…
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