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Strategic Business Advisor & CPA, Huntington Beach

Author: Service2Client

Heirless Estate Planning

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 speak of, you might not feel the need to do this. However, your assets will go somewhere, so you may…

Author Service2ClientPosted on October 1, 2026Categories Blog, Financial Planning

Valuation Reserve Requirements

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 2026 where 83 entities saw 105 defaults. With businesses (especially life insurers) exposed to asset…

Author Service2ClientPosted on October 1, 2026Categories Blog, General Business News

AI-Powered Corporate Fraud: What Business Leaders Need to Know

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…

Author Service2ClientPosted on October 1, 2026Categories Blog, What's New in Technology

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

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…

Author Service2ClientPosted on October 1, 2026Categories Blog, Congress at Work

Understanding the Exchange Ratio

Understanding the Exchange Ratio

With more than $57 trillion in mergers and acquisitions, according to the Institute for Mergers, Acquisitions & Alliances, understanding…

Author Service2ClientPosted on August 1, 2026Categories Blog, General Business News

IRS Raises Mileage Rates Midyear: What You Need to Know

IRS Raises Mileage Rates Midyear: What You Need to Know

For the first time since 2022, the IRS is changing standard mileage rates in the middle of the tax year. If you track business, medical or moving miles, this matters. Starting July 1, 2026, the numbers go up, and your recordkeeping needs…

Author Service2ClientPosted on August 1, 2026Categories Blog, Tax and Financial News

How to Account for Bolt-On Acquisitions

How to Account for Bolt-On Acquisitions

With 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…

Author Service2ClientPosted on August 1, 2026Categories Accounting News, Blog

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

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

For 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…

Author Service2ClientPosted on August 1, 2026Categories Blog, What's New in Technology

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

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

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…

Author Service2ClientPosted on August 1, 2026Categories Blog, Congress at Work

Ready to Set Your Q4 Financial Goals?

Ready to Set Your Q4 Financial Goals?

Surprising at 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…

Author Service2ClientPosted on August 1, 2026Categories Blog, Tip of the Month

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