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September 2024

Important Update on New Company Reporting Laws CTA – BOI

On Jan. 1, 2024, the U.S. government debuted the Corporate Transparency Act (CTA). This legislation established the requirement for the majority of private companies, both big and small…

Looking at the Expanded Accounting Equation

Whether it’s a private equity transaction or an institutional or retail investor, analyzing a company’s financial statements is an important part of fundamental analysis. One important but basic way…

Pre-Retirement Planning Guide Health Plan

Step 4: Putting Together a Health Plan
Planning for healthcare in retirement is tricky business. Some hardcore smokers live past 100 while some hardcore exercise and fitness gurus…

7 Reasons You Need a Will

Drafting a will is not something that people, for the most part, want to think about. But no one gets out of life alive. So if you want to have a say in what happens to your property and assets after you’re gone, a…

From Likes to Leads: Converting Social Media Analytics into Business Opportunities

Social media has become a powerful tool for helping businesses reach their prospects and customers. Using social media, a business can connect with its audience, build brand awareness and drive sales. However, many struggle to convert…