Rolling Over Your 401(k) Just Got Less Painful – Here’s What the IRS Changed
Anyone who has moved retirement money out of an old employer's plan knows how frustrating it can be. Every administrator...
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Valuation Reserve Requirements
According to FitchRatings, over the past 12 months ending August 2026, there were 109 defaults by 89 entities, compared to...
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Heirless Estate Planning
The purpose of estate planning is to distribute your assets to heirs in a formal, legal process. If you do...
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How to Save Energy This Fall
Temps are dropping, the leaves are turning and you know what that means: Fall is here, which is the best...
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AI-Powered Corporate Fraud: What Business Leaders Need to Know
For years, corporate fraud was limited by the costs, expertise and resources required to carry out a convincing deception. Artificial...
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Pre-Election Focus on Russian/Iran Sanctions, AI Utility Bills, Crypto Regulation and Nondiscriminatory FEMA Assistance
Continuing Appropriations and Extensions Act, 2027 (HR 6500) – This appropriations bill was finalized and passed…
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How to Account for Bonds
With the global bond market size bigger than many of the world's biggest economies, it's important for businesses that sell...
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New Trump Account Updates
Picture two couples, each with a baby born this year, each routing $2,500 of salary into that child's Trump Account...
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Understanding Inflation Accounting
According to the July 12, 2026, Consumer Price Index Release from the U.S. Bureau of Labor Statistics, the 12-month inflation...
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Bond Investment Strategies
Bonds are designed to deliver both capital preservation and income, and are generally considered lower risk than stock investing. The...
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How to Keep Your Cash When You Make Good Money
You’re doing well, earning a good salary. But somewhere around the latter part of the month, after you’ve paid your...
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Insurance for AI Risk: Is It Time to Consider AI Liability Coverage?
Over the past few years, artificial intelligence (AI) has evolved from a futuristic concept into a core engine of modern...
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Focused on Ending Insider Trading, the Penny, Epilepsy, the War in Iran, and Projects that Waste Taxpayer Money
strong>21st Century ROAD to Housing Act (HR 6644) – This bipartisan, White House-endorsed bill addresses housing affordability by placing ownership...
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Understanding Accumulated Other Comprehensive Income
According to the Flossbach von Storch Research Institute, 328 of the S&P 500 companies in 2024 had a negative Other...
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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....
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Understanding the Exchange Ratio
With more than $57 trillion in mergers and acquisitions, according to the Institute for Mergers, Acquisitions & Alliances, understanding…
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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...
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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...
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The Death of the App: Why Your Business Will Sideline SaaS Dashboards
For two decades, enterprise software has been built around a simple assumption: people log into multiple applications to retrieve information,...
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Extending Daylight Hours, Protecting Cultural Livelihoods and Making Local Banking Easier
Sunshine Protection Act of 2025 (HR 139) – The purpose of this legislation is to make daylight savings time (DST)...
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