Pre-Election Focus on Russian/Iran Sanctions, AI Utility Bills, Crypto Regulation and Nondiscriminatory FEMA Assistance

4 min read

Pre-Election Focus, AI Utility Bills, Crypto RegulationContinuing Appropriations and Extensions Act, 2027 (HR 6500) – This appropriations bill was finalized and passed by both the House and the Senate on Sept. 1. The act funds the fiscal year 2027 government budget through Dec. 11 at current levels. It was signed by the President on Sept. 2.

Prison Staff Safety Enhancement … Read more

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4 min read

Pre-Election Focus, AI Utility Bills, Crypto RegulationContinuing Appropriations and Extensions Act, 2027 (HR 6500) – This appropriations bill was finalized and passed by both the House and the Senate on Sept. 1. The act funds the fiscal year 2027 government budget through Dec. 11 at current levels. It was signed by the President on Sept. 2.

Prison Staff Safety Enhancement … Read more

Rolling Over Your 401(k) Just Got Less Painful – Here’s What the IRS Changed

4 min read

Rolling Over Your 401kAnyone 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 are all over the place. Paper checks show up weeks later with vague instructions. The whole thing should have been fixed a long time ago.

The IRS is finally … Read more

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4 min read

Rolling Over Your 401kAnyone 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 are all over the place. Paper checks show up weeks later with vague instructions. The whole thing should have been fixed a long time ago.

The IRS is finally … Read more

Valuation Reserve Requirements

3 min read

Valuation Reserve Requirements, what is AVRAccording to Fitch Ratings, over the past 12 months ending August 2026, there were 109 defaults by 89 entities, compared to the same period ending July 2026, when 83 entities saw 105 defaults. With businesses (especially life insurers) exposed to asset management risks, it’s important to understand how to find financial balance.

Defining Asset

… Read more
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3 min read

Valuation Reserve Requirements, what is AVRAccording to Fitch Ratings, over the past 12 months ending August 2026, there were 109 defaults by 89 entities, compared to the same period ending July 2026, when 83 entities saw 105 defaults. With businesses (especially life insurers) exposed to asset management risks, it’s important to understand how to find financial balance.

Defining Asset

… Read more

How to Account for Bonds

3 min read

How to Account for BondsWith 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 report transactions properly. According to the International Capital Market Association (ICMA), the global bond market’s capitalization is more than $128 trillion.

Defining Bonds

Offered by government or corporate entities, … Read more

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3 min read

How to Account for BondsWith 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 report transactions properly. According to the International Capital Market Association (ICMA), the global bond market’s capitalization is more than $128 trillion.

Defining Bonds

Offered by government or corporate entities, … Read more

Travel Companions: How to Share Expenses

5 min read

Travel Companions: How to Share ExpensesNo matter how well you know someone, you usually learn a lot more once you’ve traveled with them. We are all different in this activity, from people who prefer aisle seats over window seats, to Airbnb renters or hotel enthusiasts, to the outdoorsy versus museum aficionados.

Friendship compatibility does not always translate to travel … Read more

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5 min read

Travel Companions: How to Share ExpensesNo matter how well you know someone, you usually learn a lot more once you’ve traveled with them. We are all different in this activity, from people who prefer aisle seats over window seats, to Airbnb renters or hotel enthusiasts, to the outdoorsy versus museum aficionados.

Friendship compatibility does not always translate to travel … Read more

How to Account for Bolt-On Acquisitions

3 min read

How to Account for Bolt-On AcquisitionsWith over $4 trillion in merger and acquisition transactions happening in 2025, understanding the necessary accounting considerations is essential to see how tax professionals can navigate financial statements.

Defining Bolt-On Acquisitions

This process is often used by private equity companies and occurs when a bigger business acquires a smaller company, providing investors with synergistic … Read more

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3 min read

How to Account for Bolt-On AcquisitionsWith over $4 trillion in merger and acquisition transactions happening in 2025, understanding the necessary accounting considerations is essential to see how tax professionals can navigate financial statements.

Defining Bolt-On Acquisitions

This process is often used by private equity companies and occurs when a bigger business acquires a smaller company, providing investors with synergistic … Read more

Extending Daylight Hours, Protecting Cultural Livelihoods and Making Local Banking Easier

3 min read

Sunshine Protection Act of 2025 (HR 139)Sunshine Protection Act of 2025 (HR 139) – The purpose of this legislation is to make daylight savings time (DST) permanent for most of the country. States and territories presently exempt from DST may choose the standard time for those areas. This latest version of the bill was introduced by Rep. Vern Buchanan (R-FL) … Read more

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Sunshine Protection Act of 2025 (HR 139)Sunshine Protection Act of 2025 (HR 139) – The purpose of this legislation is to make daylight savings time (DST) permanent for most of the country. States and territories presently exempt from DST may choose the standard time for those areas. This latest version of the bill was introduced by Rep. Vern Buchanan (R-FL) … Read more

The Death of the App: Why Your Business Will Sideline SaaS Dashboards

4 min read

Sideline SaaS DashboardsFor two decades, enterprise software has been built around a simple assumption: people log into multiple applications to retrieve information, make decisions, and complete work. A CRM, a project tracker, a business intelligence dashboard, a support ticketing system, and more. All this is because these applications operate in isolation.

There is a shift whose … Read more

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4 min read

Sideline SaaS DashboardsFor two decades, enterprise software has been built around a simple assumption: people log into multiple applications to retrieve information, make decisions, and complete work. A CRM, a project tracker, a business intelligence dashboard, a support ticketing system, and more. All this is because these applications operate in isolation.

There is a shift whose … Read more

Ready to Set Your Q4 Financial Goals?

4 min read

Set Your Q4 Financial GoalsSurprising as it may seem, Q4 is at your doorstep, knocking and asking for attention. What’s more, it’s that time of year when everything starts getting busy: kids go back to school, football starts, and then the holidays are just up ahead. During this time, you might also be hearing “cha-ching, cha-ching” as what … Read more

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4 min read

Set Your Q4 Financial GoalsSurprising as it may seem, Q4 is at your doorstep, knocking and asking for attention. What’s more, it’s that time of year when everything starts getting busy: kids go back to school, football starts, and then the holidays are just up ahead. During this time, you might also be hearing “cha-ching, cha-ching” as what … Read more

Understanding the Exchange Ratio

3 min read

Understanding the Exchange RatioWith more than $57 trillion in mergers and acquisitions, according to the Institute for Mergers, Acquisitions & Alliances, understanding how the Exchange Ratio works is essential for businesses and investors to maximize these processes.

The ratio assesses how many shares the company that’s purchasing the takeover company must issue per share of the … Read more

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3 min read

Understanding the Exchange RatioWith more than $57 trillion in mergers and acquisitions, according to the Institute for Mergers, Acquisitions & Alliances, understanding how the Exchange Ratio works is essential for businesses and investors to maximize these processes.

The ratio assesses how many shares the company that’s purchasing the takeover company must issue per share of the … Read more