Ready to Set Your Q4 Financial Goals?

Surprising at it may seem, Q4 is at your doorstep, knocking and asking for attention. What’s more, it’s that time of year when everything starts getting busy: kids go back to school, football starts…

Travel Companions: How to Share Expenses

No matter how well you know someone, you usually learn a lot more once you’ve traveled with them. We are all different in this activity, from people who prefer aisle seats over window seats, to Airbnb renters or hotel…

Understanding the Exchange Ratio

With more than $57 trillion in mergers and acquisitions, according to the Institute for Mergers, Acquisitions & Alliances, understanding…

IRS Raises Mileage Rates Midyear: What You Need to Know

For the first time since 2022, the IRS is changing standard mileage rates in the middle of the tax year. If you track business, medical or moving miles, this matters. Starting July 1, 2026, the numbers go up, and your recordkeeping needs…

How to Account for Bolt-On Acquisitions

With over $4 trillion in merger and acquisition transactions happening in 2025, understanding the necessary accounting considerations is essential to see how tax professionals can navigate…

Tips for Early Retirement Planning

Retirement planning starts with retirement spending. Ideally, retirees are mortgage free and relatively debt free before they leave the working life behind. In retirement, a key strategy is to maintain low monthly staple…

11 Ways to Beat ‘Streamflation’

The cost of streaming subscriptions is on the rise, and you have to ask: Are they really worth it? Especially when it’s summer and you’re taking advantage of the beautiful weather. Here are some ways…

 

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