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Recent Articles

APR14
Guest Post of the Month - As Tax Season Opens, We Must Stay Alert to Rising Scam Threats

As tax filing season begins, scammers are ramping up efforts to steal taxpayers' personal information through increasingly sophisticated schemes. Below, we discuss the latest scam, what to look out for in general and what to do is if you

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MAR31
Guest Article of the Month - Treasury Declares New Beneficial Ownership Reporting Law Will Apply Only to Foreign Companies

The Trump Administration announced it will no longer apply the beneficial ownership information (BOI) requirements of the Corporate Transparency Act (CTA) to domestic companies. This declaration came first via social media

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MAR31
Tip of the Month - 7 Ways to Teach Your Kids to Save

Of all the things you teach your kids when they’re young, saving money just might be one of the most important. Teaching them to delay gratification could help them avoid unnecessary spending and help them learn

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MAR31
What's New in Technology - Building Deeper Customer Connections: Leveraging Web3 for Loyalty, Community, and Engagement

Competition in business today has become fierce. Each organization is constantly looking for innovative ways to form strong relationships with its customers. Loyalty programs have been used for a long time to build a devoted

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MAR31
Tax and Financial News - Understanding IRS Forms 1099 for Lawsuit Settlements

The Basics of Tax Reporting in Legal SettlementsWhen you collect a settlement for a lawsuit, you'll likely also receive a Form 1099 from the IRS. This form serves

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MAR31
General Business News - Valuation Ratio Calculating the EV / 2P

When it comes to analyzing a company’s financials, there are many avenues we can take. One way is through multiples; calculating the EV/2P multiple is the focus of this analysis

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MAR31
Financial Planning - Reasons to Consider Out-of-State Municipal Bonds

Municipal bonds (also known as munis) are issued by a state or local government. Interest income is typically paid out twice a year and is not subject to federal taxes. When an investor purchases a bond issued

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MAR31
Congress at Work - Preventing a Government Shut Down, Rolling Back Regulations and Clarifying Cryptocurrency Protocols

Full-Year Continuing Appropriations and Extensions Act, 2025 (HR 1968) – In the nick of time before the midnight deadline that would have

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