Calculating the CAC Payback Period
The CAC Payback Period looks at how a business needs to recover its investment in attracting new customers. It is especially crucial for companies that are in industries with large marketing and…
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Securing Client Data: The Importance of Encrypted Apps
The Salt Typhoon cyberattack is among recent cyberattacks that reaffirm the…
What is Innocent Spouse Relief?
The word “innocent” in innocent spouse relief can be misleading. It doesn’t imply you’re perfect or blameless – it’s more about…
How Reporting Might be Less Complex in 2025
A Dec. 3 proposal from FASB’s Accounting Standards Update (ASU) might provide some flexibility for private businesses and select nonprofits. “Financial Instruments – Credit Losses…
7 Ways to Start 2025 with Fresh Finances
Here we are in yet another new year. The obligations and celebrations are over. Chances are, you’ve spent a fair amount over the holidays and might need a plan to help kickstart 2025 with some actionable financial…
Pre-Retirement Planning Guide – Finding Purpose In Life
Step 7: Find Your Raison d’Etre
What do you consider to be your purpose in this world? Few people think about their life that way. In Japan they call it your ikigai. In France they refer to your raison d’etre.
Energy Tax Credit Changes For 2025
The coming shakeup of the executive branch, along with Republican control of both houses of Congress, means tax changes are highly likely in 2025 and beyond. Positioning for new and amended tax provisions…
Common Business Accounting Calculations
No matter the type of business or industry, being able to analyze and deduce patterns is essential to discovering a business’ financial health. Here are four commonly used calculations to help internal and external…
Cybersecurity Best Practices for the Holiday Season
The holiday season is when most people go on shopping sprees and travel. This season also witnesses a surge in online activities in today’s digital world. Unfortunately, cybercriminals…
Tax Planning 2024
Personal Income Tax Planning Strategies for Year-End 2024
As 2024 draws to a close, it’s the perfect time to review your personal income tax situation and implement strategies…