Pre-Retirement Planning Guide Younger Adults
Blog Financial Planning

Pre-Retirement Planning Guide Younger Adults

Step 2: Clarify GoalsYou’re never too young to start a bucket list. That’s because some things (such as bungee jumping)...
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Accounting Considerations for Business Insurance Coverages
Blog General Business News

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?
Blog Tax and Financial News

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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Summer Reading List for Personal Finances
Blog Tip of the Month

Summer Reading List for Personal Finances

Since it’s summer and reading lists are at the top of your mind, now’s the perfect time to expand your...
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Funding for Federal Aviation, Reinforcing Supply Chains, and Deterring Iranian Terror Attacks Around the World
Blog Congress at Work

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
Blog What's New in Technology

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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Pre-Retirement Planning Guide Budget
Blog Financial Planning

Pre-Retirement Planning Guide Budget

Step 1: Develop a BudgetOnce you are truly good and retired – no phase-out, no gig jobs, no income-earning hobbies...
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How to Develop a Credit Policy
Blog General Business News

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
Blog Tax and Financial News

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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6 Financial Tips for New Dads
Blog Tip of the Month

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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Funding Foreign Military and Humanitarian Aid, Setting up a Tik Tok Ban, and Re-Authorizing Foreign Surveillance on U.S. Soil
Blog Congress at Work

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
Blog What's New in Technology

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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Part 2: Pre-Retirement Planning Guide
Blog Financial Planning

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
Blog General Business News

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
Blog Tax and Financial News

‘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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6 Ways to Use Your Tax Refund
Blog Tip of the Month

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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Funding the Government, Protecting Americans from Misuse of Data, Expanding Internet Access and Improving Recycling
Blog Congress at Work

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
Blog What's New in Technology

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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Part 1: Pre-Retirement Planning Guide
Blog Financial Planning

Part 1: Pre-Retirement Planning Guide

One of the more insightful quotes of baseball great Yogi Berra was, “If you don’t know where you’re going, you’ll...
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Defining Burn Rate, Gross Burn and Net Burn
Blog General Business News

Defining Burn Rate, Gross Burn and Net Burn

When it comes to any business, but especially for a start-up, it’s essential to determine how long a company can...
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