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Recent Articles

FEB28
Tip of the Month - 7 Steps to Start a Business

The idea of starting your own business is inherently romantic, if not exhilarating: You get to run the show, flesh out your ideas and live your dream. But where do you begin? Here are seven smart steps to get you started – and help

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FEB28
What's New in Technology - Leveraging the Internet of Behavior (IoB) to Boost Customer Loyalty

Customer loyalty is critical to any successful business strategy in today's digital age. With emerging technologies such as the internet of things (IoT), companies are now leveraging a new approach called the internet of behavior (IoB) to gain

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FEB28
Tax and Financial News - Sold Your Home Last Year or Plan to in 2023? If So, Here's What You Need to Know

The U.S. housing market has been extremely volatile over the past year. Year-over-year growth rates were at highs of 20.1 percent in April 2022, then declined to only 8.6 percent in

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FEB28
General Business News - How Secure 2.0 Will Impact Employers' Tax Situations

The Setting Every Community Up for Retirement Enhancement 2.0 Act of 2022, otherwise known as SECURE 2.0, is a piece of legislation that focuses on how employers and their employees are able to save for

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FEB28
Financial Planning - Multigenerational College Planning with a Family Dynasty 529 Plan

The College Savings 529 plan offers a way for modest-income families to save and invest for college expenses for their children as early as birth up to college age. When invested 529 funds are used to pay for the beneficiary’s qualifying

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FEB28
Congress at Work - Increasing Small Business Investments, Relaxing COVID Vaccination Requirements and Generating More Challenges to Abortion Access

Investing in Main Street Act of 2023 (HR 400) – Introduced by Rep. Judy Chu (D-CA) on Jan.20, this bill would permit certain financial institutions to increase investments in small business investment companies (SBICs). The current

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FEB28
Accounting News - Noteworthy 2023 IRS Inflation Tax Changes and Accounting Considerations for High Inflation

With the world seeing inflation, the Internal Revenue Service (IRS) has issued guidance for tax filers. Based upon an October 2022 IRS News Release, there have been more than 60 adjustments in conjunction

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