Part 1: Pre-Retirement Planning Guide

April 1, 2024 | 0 views

One of the more insightful quotes of baseball great Yogi Berra was, “If you don’t know where you’re going, you’ll end up someplace else.”When you’re young, first starting out in life and career, the path to professional success and personal...

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April is Financial Literacy Month: How Much Do You Know?

April 1, 2024 | 0 views

What started as Youth Financial Literacy Day some years ago is now a monthlong event: Financial Literacy Month. It all started in 2003 when some U.S. legislators got together and decided that we needed more days dedicated to this topic....

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Debating U.S. Border Policies and Foreign Aid, Providing Tax Relief Before Tax Season, and Training More Nurses

March 1, 2024 | 0 views

The Emergency National Security Supplemental Appropriations Act (HR 815) – Formerly known as the RELIEVE Act, this bill was originally written to improve veteran eligibility for reimbursement for emergency treatment. However, the bill was altered to incorporate the Senate’s effort...

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Deepfakes and Social Engineering: The New Face of CEO and CFO Fraud

March 1, 2024 | 0 views

Technological advancements have ushered in a new era of cybercrime, with deepfakes and social engineering tactics at the forefront of fraudulent activities. CEO and CFO fraud has become increasingly widespread, posing significant threats to organizations worldwide.Understanding CEO and CFO FraudCEO...

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U.S. Beneficial Ownership Information Reporting Begins

March 1, 2024 | 0 views

The U.S. Treasury recently enacted a new reporting requirement aimed at quashing illicit financial transactions. The agency believes that corporate anonymity is enabling money laundering, terrorism, and drug trafficking. As part of the 2021 Corporate Transparency Act (CTA), certain companies...

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