🖨 Print⏱ 4 min readIf the IRS sends notice that you’re being audited, you’re likely to become anxious. However, not all audits mean you did something wrong. In most cases, it is simply a matter of verifying information on a tax return or perhaps correcting a minor error. Knowing what to expect – and how … Continue reading “What to Expect with an IRS Audit”
🖨 Print⏱ 4 min read21st Century ROAD to Housing Act (HR 6644) – As many local governments face the problem of rising affordability and severe housing shortages, this bipartisan bill would update existing housing programs to increase the housing supply, as well as streamline federal regulations that slow construction. Among its provisions, the legislation would … Continue reading “Facilitating Access to Housing and In-State Tuition, Sanctioning Iran and the Battle Over DHS Funding”
🖨 Print⏱ 4 min readHurricanes, floods, wildfires, tornadoes and earthquakes are becoming more severe and more frequent with each passing year. Without sufficient protection, these events can cause lasting financial disruption. While no one can prevent a natural disaster, preparing your finances in advance is one of the most practical forms of crisis readiness. Build … Continue reading “Natural Disaster-Proof Your Finances”
🖨 Print⏱ 4 min readYou might have heard this saying, “A journey of a thousand miles begins with a single step,” which is from the Tao Te Ching by Lao Tzu. However, the principle of taking tiny steps along a path to achieve a larger financial goal is the much same. Here are a few … Continue reading “7 Small Financial Habits for Big Success”
🖨 Print⏱ 3 min readWhile Cash EBITDA isn’t recognized by generally accepted accounting principles (GAAP), it’s a way for company owners and investors to account for deferred revenue during valuation modeling. This financial metric measures a business’ year-over-year change in postponed revenue to analyze a company’s financial situation. Defining EBITDA Before Cash EBITDA is defined, … Continue reading “Understanding Cash EBITDA”
🖨 Print⏱ 3 min readThe Customer Acquisition Cost (CAC) measures how much a company spends to obtain new, additional customers. Oftentimes, this calculation is used with the customer lifetime value (LTV) metric, that also projects the customer’s profitability to calculate the newly acquired customer’s value. It’s primarily used to measure a business’ sales and marketing … Continue reading “Understanding the Customer Acquisition Cost (CAC)”
🖨 Print⏱ 4 min read Picture two things happening at the same time. The agency responsible for reviewing your tax return is understaffed and buried under a backlog, and the software that the agency uses to catch filing errors just keeps getting better. That combination should give any taxpayer pause this season. Not because an … Continue reading “Filing Your 2026 Tax Return? The Stakes Just Got Higher”
🖨 Print⏱ 4 min readThe era of artificial intelligence as a competitive advantage has hit a structural barrier – the Governance Wall. Some time back in 2024 and 2025, organizations raced to adopt AI tools to automate decisions, improve efficiency and cut costs. Now, as we move through 2026, the conversation is shifting from “How … Continue reading “The Governance Wall and AI Regulation”
🖨 Print⏱ 3 min readWith 57 percent of public companies offering their workers employee stock purchase plans (ESPPs), according to the National Association of Stock Plan Professionals (NASPP), understanding how qualifying dispositions work is an essential skill. The concept refers to someone selling or otherwise “disposing” of equities who sees advantageous tax benefits. This is … Continue reading “Understanding Qualifying Dispositions”
🖨 Print⏱ 4 min read Tax season is here, and while the IRS opened its doors for 2025 returns on Jan. 26, with the familiar April 15 deadline intact, this year’s filing experience is shaping up to be anything but routine. A perfect storm of workforce cuts, rushed new tax breaks, and strained systems means … Continue reading “Filing Your 2025 Taxes? Why Accuracy Matters More Than Ever This Year”
