Pre-Retirement Planning Guide – Legacy Planning
Pre-Retirement Planning Guide – Legacy Planning
The New Era of “No Tax” Policies: Selective Tax Exemptions and Their Side Effects
🖨 Print⏱ 4 min read Former President and current candidate Donald Trump introduced a new policy of his in a recent Arizona rally: No more income tax on overtime pay. This follows both Trump and Vice President Harris’ proposal for a no income tax on tips policy, as well. Below […]
Zero Trust Security Models: The New Standard Against Data Breaches?
As technology evolves, so have data breaches, which have become a significant threat to businesses of all sizes. We frequently hear reports of high-profile attacks on major organizations, global corporations,…
Keeping the Government Open, Stopping the Flow of Synthetic Drugs, and Improving Wireless Communications on Land and in Space
Continuing Appropriations and Extensions Act, 2025 (HR 9747) – This continuing resolution was introduced on Sept. 22 as a “clean” extenuation of the federal budget to fund the government until Dec….
Pre-Retirement Planning Guide Estate Plan
Pre-Retirement Planning Guide – Part 5: Estate Plan
6 Things To Know About Annuities
🖨 Print⏱ 4 min readAnnuities are one of many products that folks have in their nest egg. But first, what exactly is an annuity? Simply put, it’s a contract with an insurance company that promises to pay the buyer a steady stream of income in the future. It can be […]
How to Account for Stranded Assets
🖨 Print⏱ 4 min readWith more than 14 million electric vehicle (EV) registrations in 2023 worldwide and 2023 seeing an increase in EV sales over 2022 by 35 percent, manufacturers are probably happy – but not those producing the traditional internal combustion engine (ICE) vehicles. This is according to the […]
How to Measure the Quality of Accounts Receivable
🖨 Print⏱ 4 min readAnalyzing a company’s Accounts Receivables is an effective way to measure its current cash flows and the likelihood of maintaining healthy cash flows. According to the U.S. Chamber of Commerce’s Small Business Index (Third Quarter 2024), 68 percent of small business owners reported being content with […]
Accounting for Convertible Debt Instruments
🖨 Print⏱ 4 min readAccording to EY, the convertible debt market saw whipsaw action in issuances. Between 2015 and 2019, average issuance varied between $40 billion and $45 billion. However, it dropped to $22 billion in 2022 but re-accelerated to $52 billion in 2023. While the levels of issuance varied, […]
Looking at the Expanded Accounting Equation
🖨 Print⏱ 3 min readWhether it’s a private equity transaction or an institutional or retail investor, analyzing a company’s financial statements is an important part of fundamental analysis. One important but basic way to analyze whether a company is worth investing in is through the expanded accounting equation. The most […]