Required Minimum Distribution Tactics
At age 73, investors must begin taking distributions from tax-deferred retirement accounts, even if still working. One exception: many workplace plans let you delay RMDs…
2026 Tax Brackets, Standard Deductions and More
The tax brackets below apply to income earned during the 2026 calendar year. This is the income you report on the tax return due April 15, 2027 (or Oct. 15 with an extension). These are the final, official figures. The…
Making the Most of the Q Ratio
Be it an internal or external valuation, there’s a bevy of options to value a business with ratios. Examples include price-to-earnings, price-to-sales or EBITDA (Earnings Before Interest, Taxes, Depreciation and Amortization).
The Shift to Agentic AI: Why Multi-Step Automation Is Replacing Basic Chatbots (and How to Prepare Your Business)
When a customer asks about a delayed order, a traditional chatbot provides a tracking link or explains the shipping policy. This offers a fast response. However, a human employee still has to log into the inventory management…
Initial Public Offering Considerations
On a year-over-year basis from 2025 to 2026, the number of Initial Public Offerings (IPOs) jumped from 180 to 208 for the first six months, increasing from $27 billion to $137 billion, based on a U.S. Securities and…
Cracking Down on Identity Theft and Dating App Scams, Strengthening Emergency Alerts, Law Enforcement and College Sports
Improving Social Security’s Service to Victims of Identity Theft Act (HR 5345) – The purpose of this legislation is to provide a single point of contact at the Social Security Administration…
7 Grocery Hacks to Lower Your Costs
These days, it seems like prices are going up, especially at the grocery story. In fact, the all-item Consumer Price Index (CPI), a measure of economy-wide inflation, claimed food prices in September 2026 were 2.5 percent…
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…
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…
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…