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Home » Blog (Page 6)

Category: Blog

Seven Tax Moves to Make Before 2025 Ends – Year-End Tax Planning

Tax planning feels like homework nobody wants to do, but here’s the reality: real money is sitting on the table. The One Big Beautiful Bill Act changed the rules this year, and most people are still figuring out what matters for…

Author Service2ClientPosted on December 1, 2025Categories Blog, News, Tax and Financial NewsLeave a comment on Seven Tax Moves to Make Before 2025 Ends – Year-End Tax Planning

Controversial Defense Funding Bill, Shoring Up ESOP Plans, and Leave Benefits for Public Health Personnel

National Defense Authorization Act for Fiscal Year 2026 (S 2296) – Introduced by Sen. Roger Wicker (R-MS) on July 15, the Senate passed this legislation…

Author Service2ClientPosted on November 1, 2025Categories Blog, Congress at Work, NewsLeave a comment on Controversial Defense Funding Bill, Shoring Up ESOP Plans, and Leave Benefits for Public Health Personnel

Get a Jump on Holiday Shopping: Key November Dates

For some of us, last-minute holiday shopping is just what we do. That said, it’s probably never fun and two things invariably seem to happen: The gifts you want aren’t available and you end up paying…

Author Service2ClientPosted on November 1, 2025Categories Blog, News, Tip of the MonthLeave a comment on Get a Jump on Holiday Shopping: Key November Dates

Understanding The Q Ratio

When it comes to evaluating a business, there are many ways to perform a valuation. One way to do so is to use the Q Ratio. Known as Tobin’s Q Ratio or simply the Q Ratio, this method looks at the proportion between the values…

Author Service2ClientPosted on November 1, 2025Categories Blog, General Business News, NewsLeave a comment on Understanding The Q Ratio

New Rules for Inherited Traditional IRA Distributions

The rules for IRAs inherited after 2020 changed when Congress passed the Secure Act in 2019. The new rules eliminated the opportunity for non-spousal beneficiaries to “stretch” inherited…

Author Service2ClientPosted on November 1, 2025Categories Blog, Financial Planning, NewsLeave a comment on New Rules for Inherited Traditional IRA Distributions

The Hidden Tax Trap Keeping America’s Housing Market Frozen

America’s housing crisis has reached a breaking point. With median home prices soaring past $400,000, the National Association of Home Builders reports that 60 percent of U.S. households can’t even afford a $300,000 home. The math…

Author Service2ClientPosted on November 1, 2025Categories Blog, News, Tax and Financial NewsLeave a comment on The Hidden Tax Trap Keeping America’s Housing Market Frozen

Enhancing Homebuyer Protections, Wildfire Risks, 911 Response and Domestic Manufacturing

Homebuyers Privacy Protection Act (HR 2808) – Introduced by Rep. John Rose (R-TN) on April 10, the House passed this bill on June 23, and the…

Author Service2ClientPosted on October 1, 2025Categories Blog, Congress at Work, NewsLeave a comment on Enhancing Homebuyer Protections, Wildfire Risks, 911 Response and Domestic Manufacturing

How to Save Money with the Half Rule

What if you could lower your grocery bill without giving up the things you love, fight inflation and have some money left at the end of the month? Sound too good to be…

Author Service2ClientPosted on October 1, 2025Categories Blog, News, Tip of the MonthLeave a comment on How to Save Money with the Half Rule

Understanding Contribution Margin After Marketing

Contribution margin after marketing (CMAM) measures how much money is generated per unit retailed after factoring in a company’s variable costs, along with marketing costs.

Author Service2ClientPosted on October 1, 2025Categories Blog, General Business News, NewsLeave a comment on Understanding Contribution Margin After Marketing

Ideas for Small Business Succession Planning

It can be hard to build up your own business, but it can be harder to sell it for what it’s worth. In fact, only around three  in 10 family-owned businesses survive for the next generation. Whether family…

Author Service2ClientPosted on October 1, 2025Categories Blog, Financial Planning, NewsLeave a comment on Ideas for Small Business Succession Planning

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