7 Small Financial Habits for Big Success
You might have heard this saying, “A journey of a thousand miles begins with a single step,” which is from the Tao Te Ching by Lao Tzu. However, the principle of taking tiny steps along a path to achieve a larger financial…
The Governance Wall and AI Regulation
The era of artificial intelligence as a competitive advantage has hit a structural barrier – the Governance Wall. Some time back in 2024 and 2025, organizations raced to adopt AI tools to automate…
Facilitating Access to Housing and In-State Tuition, Sanctioning Iran and the Battle Over DHS Funding
21st Century ROAD to Housing Act (HR 6644) – As many local governments face the problem of rising affordability and severe housing shortages, this bipartisan bill would update existing…
Filing Your 2026 Tax Return? The Stakes Just Got Higher
Picture two things happening at the same time. The agency responsible for reviewing your tax return is understaffed and buried under a backlog; and the software that agency uses to catch filing errors just keeps getting…
Understanding Cash EBITDA
While Cash EBITDA isn’t recognized by generally accepted accounting principles (GAAP), it’s a way for company owners and investors to account for deferred revenue during valuation modeling. This financial metric…
Understanding Hidden Values
Companies that have assets on their balance sheet, but the values of those assets aren’t accurately reflected are considered to have hidden value. As part of an investor’s fundamental analysis of a potential investment, it looks…
The Value of Diversifying with International Stocks
When investors think about building a strong equity portfolio, U.S. stocks often dominate the conversation. The United States is home to many of the world’s most innovative, profitable and well-known companies, and has a history of delivering…
5 Tax Tips for High Earners
If you’re a high-income earner, generally defined as household incomes over $350,000, there are some key things you might want to keep in mind come tax season. Here are a few of the strategies to consider…
Cloud Sovereignty vs. Big Tech: How Businesses Are Avoiding the ‘AI Lock-in’ Trap in 2026
Artificial intelligence (AI) is no longer a competitive advantage; it has become a necessary infrastructure. Businesses now heavily rely on AI-powered systems, from automated customer service to predictive analytics and decision-making tools. These…
What Your Tax Preparer Wishes You Already Knew
Most people approach tax season thinking about one thing: getting their return done. What they rarely think about is what the experience looks like from the other side of the desk. Having seen it from both angles…