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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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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Pre-Retirement Planning Guide
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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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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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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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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‘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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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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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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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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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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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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Reduce Your Taxes by Putting the Right Assets in Your IRA
Most people know the basic concept that certain types of investment accounts are tax sheltered while others are not. Think...
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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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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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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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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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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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U.S. Beneficial Ownership Information Reporting Begins
The U.S. Treasury recently enacted a new reporting requirement aimed at quashing illicit financial transactions. The agency believes that corporate...
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Actions Lottery Winners Should Consider
We all have those days when we dream of striking it rich with a winning lottery ticket. Never having to...
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