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5 New Year’s Financial Resolutions You Can Actually Keep

Category Archives: Blog

5 New Year’s Financial Resolutions You Can Actually Keep

Yep, it’s the end of another year! Chances are, you didn’t keep every resolution you made last year, for example, those goals about working out. (No shame here; we all do this!) However, the good news is that your fiscal … Continue reading

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Tax Planning 2024

Personal Income Tax Planning Strategies for Year-End 2024 As 2024 draws to a close, it’s the perfect time to review your personal income tax situation and implement strategies to minimize your tax liability for the year. Proactive year-end tax planning … Continue reading

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Making Pensions Equitable, Protecting Foster Kids, Mail-in Votes and Tracking Government Spending

All bills not enacted by the end of the 118th congressional session on Jan. 3, 2025, will expire. Social Security Fairness Act of 2023 (HR 82) – This bill, with 330 bipartisan sponsors and a similar bill in the Senate, was introduced by … Continue reading

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Breaking Down Bill-and-Hold Arrangements

Looking at accounting and journal entry considerations, if accounts receivables are debited and revenue is credited, it can be interpreted as the business recognizing revenue without the customer paying. As such, the U.S. Securities and Exchange Commission (SEC) sees the … Continue reading

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Pre-Retirement Planning Guide – Legacy Planning

Step 6: Looking to Legacy Planning to Address Future Needs of Family How do you want to be remembered? People often view their legacy as a way of disseminating assets to charitable venues to be remembered as passionate and generous … Continue reading

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Social Media Marketing: A Game-Changer for Business Growth

Social media has evolved from a simple networking platform to a powerful business tool. Businesses today use these platforms with billions of active users worldwide to connect with their target audience. Social media allows businesses of all sizes to reach … Continue reading

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Cash Conversion Cycle (CCC) Defined

This metric, which is also referred to as the cash cycle or the net operating cycle, looks at the time a business takes to recover its investment in inventory to eventually sell. The process starts from selling its goods, collecting … Continue reading

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