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Recent Articles

MAR31
Tip of the Month - 7 Small Financial Habits for Big Success

You might have heard this saying, “A journey of a thousand miles begins with a single step,” which is from the Tao Te Ching by Lao Tzu. However, the principle of taking tiny steps along a path to achieve a larger financial

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MAR31
What's New in Technology - The Governance Wall and AI Regulation

The era of artificial intelligence as a competitive advantage has hit a structural barrier – the Governance Wall. Some time back in 2024 and 2025, organizations raced to adopt AI tools to automate

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MAR31
Tax and Financial News - Filing Your 2026 Tax Return? The Stakes Just Got Higher

Picture two things happening at the same time. The agency responsible for reviewing your tax return is understaffed and buried under a backlog; and the software that agency uses to catch filing errors just keeps getting

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MAR31
General Business News - Understanding Cash EBITDA

While Cash EBITDA isn’t recognized by generally accepted accounting principles (GAAP), it’s a way for company owners and investors to account for deferred revenue during valuation modeling. This financial metric

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MAR31
Financial Planning - Natural Disaster-Proof Your Finances

Hurricanes, floods, wildfires, tornadoes and earthquakes are becoming more severe and more frequent with each passing year. Without sufficient protection, these events can cause lasting financial disruption. While no

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MAR31
Congress at Work - Facilitating Access to Housing and In-State Tuition, Sanctioning Iran and the Battle Over DHS Funding

21st Century ROAD to Housing Act (HR 6644) – As many local governments face the problem of rising affordability and severe housing shortages, this bipartisan bill would update existing

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MAR31
Accounting News - Understanding the Customer Acquisition Cost (CAC)

The Customer Acquisition Cost (CAC) measures how much a company spends to obtain new, additional customers. Oftentimes, this calculation is used with the customer lifetime value (LTV) metric, that also projects

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MAR6
Guest Post of the Month - What Your Tax Preparer Wishes You Already Knew

Most people approach tax season thinking about one thing: getting their return done. What they rarely think about is what the experience looks like from the other side of the desk. Having seen it from both angles,

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