The latest industry news, calculators, tax refund links, tax filing dates, life events articles, and a cartoon of the month.
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 has their own forms. Timelines...
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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 the same period ending July...
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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 not have any heirs to...
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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 time to prepare your house...
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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 intelligence (AI) has changed this…
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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 bonds to understand how to...
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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 rate rose by 3.4 percent...
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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 purchase price of a bond...
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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 obligations and basically lived 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 enterprise strategy. Organizations across every...
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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 restrictions on…
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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 Comprehensive Income (OCI) of $4.5...
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