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Strategic Business Advisor & CPA, Huntington Beach

Category: Blog

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

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

How to Save Energy This Fall

How to Save Energy This Fall

Temps are dropping, the leaves are turning and you know what that means: Fall is here, which is the best time to prepare your house for the chill that follows. But we all know that keeping warm takes energy and, yes, is costly. Here are…

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

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

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

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

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

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

Travel Companions: How to Share Expenses

Travel Companions: How to Share Expenses

No matter how well you know someone, you usually learn a lot more once you’ve traveled with them. We are all different in this activity, from people who prefer aisle seats over window seats, to Airbnb renters or hotel…

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

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

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