Summer Reading List for Personal Finances
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Summer Reading List for Personal Finances
Since it’s summer and reading lists are at the top of your mind, now’s the perfect time to expand your knowledge of money management and wealth building. So, whether you’re a retiree, a beginning saver, or even a child, we’ve … Continue reading
So, You’ve Been Audited: Should You Go It Alone or Hire a CPA, EA or Tax Professional?
I sincerely hope you have never had to go through an IRS audit – and never have to in the future. But what if that dark day does arrive? Should you go it alone and defend yourself or hire a … Continue reading
Supporting Tibet, Exposing Hidden Fees and Protecting Judges Amid Rising Threats
Promoting a Resolution to the Tibet-China Dispute Act (S 138) – This bill was introduced by Sen. Jeff Merkley (D-OR) on Jan. 30, 2023. It establishes a statutory definition of Tibet that includes areas currently claimed by China. The legislation … Continue reading
Liquidation Value Versus Going-Concern Value
Whether it’s a company firing on all cylinders or a company on the verge of liquidation, determining correct valuations is not a cut-and-dry process. Understanding the importance of going-concern values and liquidation values is essential when determining a business’ worth. … Continue reading
Pre-Retirement Planning Guide Budget
Step 1: Develop a Budget Once you are truly good and retired – no phase-out, no gig jobs, no income-earning hobbies – most people end up living on a “fixed income.” While that income may fluctuate somewhat based on cost-of-living … Continue reading
The Role of Data Analytics and Visualization in Modern Auditing
Modern businesses have become complex mainly due to the exponential growth of data, and traditional auditing methods can no longer keep pace. To cope with today’s rapidly evolving business landscape, data analytics and visualization have become crucial tools. Leveraging these … Continue reading
How to Develop a Credit Policy
A credit policy explains how a company will manage lines of credit for client accounts and what procedures to follow for severely outstanding invoices. It helps a business promote a robust foundation for its working capital level. Defining a Credit … Continue reading