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Home » 2026

Year: 2026

Rolling Over Your 401(k) Just Got Less Painful – Here’s What the IRS Changed

Anyone who has moved retirement money out of an old employer’s plan knows how frustrating it can be. Every administrator has their own forms. Timelines are all over the place. Paper checks show up weeks later…

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

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

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 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

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

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

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

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

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

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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  • Congress at Work
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  • General Business News
  • Tax and Financial News
  • Tip of the Month
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Recent Posts

  • Rolling Over Your 401(k) Just Got Less Painful – Here’s What the IRS Changed
  • Valuation Reserve Requirements
  • Heirless Estate Planning
  • How to Save Energy This Fall
  • AI-Powered Corporate Fraud: What Business Leaders Need to Know

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