A credit policy explains how a company will manage lines of credit for client accounts, and what procedures to follow...
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Marrying a Non-U.S. Citizen? No Tax Honeymoon for You
Marriage is a major life event. One that comes with all kinds of change, including financial. After getting married, there...
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Factors to Consider when Choosing Customer Relationship Management Tools
Customer relationship management (CRM) plays an important role in documenting, tracking, and managing relationships and interactions with existing and potential...
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6 Ways to Use Your Tax Refund
Gosh, it feels great to get that tax refund. Dreams of a much-needed vacation or a splurge on something you’ve...
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Part 2: Pre-Retirement Planning Guide
There are many steps to planning for retirement. Some are legal and financial, some are about communication and some involve...
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How to Calculate Operating Return on Assets
During Q3 of 2023, businesses in the United States made approximately $3.3 trillion, according to Statista. This is right behind...
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‘Master’ The Augusta Rule and Save Money on Your Taxes
Anyone who lives in a highly seasonal tourist destination knows you can make money on short-term rentals during events and...
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Importance of Fostering Digital Trust in Today’s Businesses
Modern business today is dominated by digital transactions and interactions. Businesses are increasingly storing customers’ personal information, which is potentially...
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April is Financial Literacy Month: How Much Do You Know?
What started as Youth Financial Literacy Day some years ago is now a monthlong event: Financial Literacy Month. It all...
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Part 1: Pre-Retirement Planning Guide
One of the more insightful quotes of baseball great Yogi Berra was, “If you don’t know where you’re going, you’ll...
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Defining Burn Rate, Gross Burn and Net Burn
When it comes to any business, but especially for a start-up, it’s essential to determine how long a company can...
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Reduce Your Taxes by Putting the Right Assets in Your IRA
Most people know the basic concept that certain types of investment accounts are tax sheltered while others are not. Think...
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Deepfakes and Social Engineering: The New Face of CEO and CFO Fraud
Technological advancements have ushered in a new era of cybercrime, with deepfakes and social engineering tactics at the forefront of...
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March Financial To-Do List
Ready or not, spring is right around the corner, and it’s the perfect time to get in fiscal shape for...
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What to Know About the Art Donation Deduction
If you would like to donate artwork to an eligible charitable organization, you might be able to take a deduction...
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Actions Lottery Winners Should Consider
We all have those days when we dream of striking it rich with a winning lottery ticket. Never having to...
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U.S. Beneficial Ownership Information Reporting Begins
The U.S. Treasury recently enacted a new reporting requirement aimed at quashing illicit financial transactions. The agency believes that corporate...
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New Email Deliverability Rules: Reaching Gmail and Yahoo Subscribers in 2024
Email marketing remains the most powerful and effective tool, especially for its high ROI, reach and engagement. It plays a...
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Your February Financial To-Do List
January has come and gone. You may or may not have stuck to your resolutions, but the good news is...
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Municipal Bond Outlook for 2024
One of the positive aspects of sustained high interest rates is higher yields on bonds, particularly high-quality municipal bonds. It...
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