Heirless Estate Planning

October 1, 2026 | 0 views

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...

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Valuation Reserve Requirements

October 1, 2026 | 0 views

According to Fitch Ratings, over the past 12 months ending August 2026, there were 109 defaults by 89 entities, compared to the same period ending July 2026, when 83 entities saw 105 defaults. With businesses (especially life insurers) exposed to...

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

October 1, 2026 | 0 views

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 with vague instructions. The...

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Pre-Election Focus on Russian/Iran Sanctions, AI Utility Bills, Crypto Regulation and Nondiscriminatory FEMA Assistance

October 1, 2026 | 0 views

Continuing Appropriations and Extensions Act, 2027 (HR 6500) – This appropriations bill was finalized and passed by both the House and the Senate on Sept. 1. The act funds the fiscal year 2027 government budget through Dec. 11 at current...

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AI-Powered Corporate Fraud: What Business Leaders Need to Know

October 1, 2026 | 0 views

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.Today, AI can create realistic voices, videos, emails, invoices, identities, and customer interactions at a scale...

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